If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.
Insights Regarding Inflation
An economic reality on the minds of many these days is inflation. Due to a worldwide pandemic, our economy was largely shut down. Subsequently, money was distributed to the American people to avoid recession. Now the challenge is that as demand...
MFS Webinar Notes
On September 30th we had the chance to host a Zoom webinar with Jason Piper, Director at MFS Investment Management. We hosted a Q&A whereby listeners sent questions via Zoom’s “chat” function, and Brian Mars & Scott Jewett forwarded these questions to Jason....
Capital Group Mid-Year Outlook
The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...
5 Questions to Ask Yourself 5 Years Before You Retire
Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years....
Key Financial Data 2021
Check out the 2021 Key Financial Data reference card above. It offers fingertip access to all the new numbers affecting taxes, health savings, Medicare, retirement, college planning, and more. It is an easy, convenient resource that you can post to your bulletin board...
The Planning Process
While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide: Financial Planning. There are many things we cannot...
October 2020 T. Rowe Price Webinar Notes
On October 15th we had the chance to host a Zoom webinar with Chris Dillon, CFA, MBA, Investment Specialist for T. Rowe Price (TRP). Chris works in the Multi-Asset Division of TRP and communicates their investment philosophy with clients. We hosted a Q&A whereby...
What the 2020 Election Could Mean for Investors
As citizens and investors, the upcoming election will drive policies that will help shape our economy, the markets, and our lives. The three most likely scenarios (and implications) are below. President Trump wins a second term and Congress remains split between a...
Politics & Investing
The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration. Perceptions, including beliefs about which political party will be better for investors,...
