Companies Winning Despite Sour Economy

Sometimes, it’s a good idea to get a second opinion.And this may be one of those times.Government reports are telling a rather bleak story about the economy. The headlines talk about high inflation, rising interest rates, and a...

Balmy Business Books for a Sweltering Summer

There’s nothing quite like the pleasure of a good book. And with temperatures rising nearly everywhere, now is a great time to grab a frosty beverage, settle into your comfiest chair, and lose yourself in a good story.Here's what...

Inflation, Interest Rates, & Indiana Jones

Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to IMDb.com, Raiders of the Lost Ark was the #1 movie at the box office the last...

How SECURE 2.0 Might Change Retirement

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...

3 Shrewd Maneuvers in a Down Market

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...

3 Tips for the Second Half of 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Weekly Market Insights: Recession Concerns Rising

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped...

When Will the Stock Market Hit Bottom?

The number one question I’m hearing this week is, “When are we going to see the stock market reach a low point?” In spite of recent volatility, my answer remains the same: rather than timing the markets, focus on time...

Comics, Collectibles, and Coping with Calamity

Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad. Comic books can sell for millions of...

Don't go it alone.

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

How to Buy I Bonds Direct from the Treasury

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...

Age My Way in May

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them.Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness to...

Optimistic Sign In a Fear-Filled Market?

"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.It's a great quote but complex advice to follow, especially in 2022 when stock prices are down double-digits. It...

Breaking Down the Great Resignation

Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement. We can all understand looking for a more suitable place of work, but some...

Split Decision: Who Joins the Dow 30?

You may have heard that both Amazon and Alphabet recently announced stock splits. But what you may have missed is the subplot to the unfolding story.The decision to split makes it likely that one of them will be added to the Dow Jones...

Weekly Market Insights: Fed Signals More Aggressive Action on Interest Rates

The Fed Plans for Higher Rates

"Unretiring" To Stay in the Game

Inverted Yield Curve + Inflation = Stay the Course

Consumer Confidence at the Pump

A Challenging Start to 2022

Weekly Market Insights: Ukrainian War Stresses Economy

The Fed Has an Eye on Ukraine

Keeping it in Perspective

A Note on the Conflict in Ukraine

Ukraine, Inflation and the Fed

Inflation Math for Today’s Retiree

RMDs Get a Small Reprieve

Rising Rates & Your Account

Luxury Car Brands Have Peak Sales Year

What's Happening in 2022?

Luxury Car Brands Have Peak Sales Year

What’s ahead for 2022?

Inside Inflation

2022 Contribution Limits

FANNG is now MAMAA

A 6.1% Bump in Social Security?

Checking in with you

Managing Anxiety Through Charitable Giving

Our Wealth Management Partner, Avantax, is Financially Strong Amid Coronavirus Crisis

What is an Annuity?

How the CARES Act Impacts RMDs

Ukraine, Inflation and the Fed

Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week

The Risks of Cryptocurrency

It’s a Job Tracking Job Reports

Inflation Math for Today’s Retiree

How to Support Black-Owned Businesses

The Cycle of Investing

RMDs Get a Small Reprieve

Weekly Market Insights: Inflation and Ukraine Fears Cool Markets

Inflation Math for Today’s Retiree

It’s a Job Tracking Job Reports

How to Support Black-Owned Businesses

Warren Buffett on Volatility

Fed Gives Clear Signal About Interest Rates

The Cycle of Investing

The Cycle of Investing

RMDs Get a Small Reprieve

Warren Buffett on Volatility

If you’re concerned about today’s market volatility, you might take some comfort from one of my favorite quotes by Warren Buffett. “I would tell them don’t watch the market closely,” said the Oracle of...

What’s ahead for 2022 stock market?

What's Happening in 2022?

Fed Speak

Your 4% Withdrawal Strategy May Not Be Enough

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Ready for Medicare Open Enrollment?

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

401(k) Millionaires

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. CNBC reported on findings that place 401(k) accounts...

Will the IPO Market Heat Up?

If the stock market outlook brightens, there are expectations for a bumper crop of initial public offerings to make their debuts over the next several weeks.Somewhere between 90 to 110 IPOs are preparing to come public by the end of...

The Best, the Brightest, and Inflation

If you are feeling a bit confused about the direction of inflation, you’re in good company. Some of the best and brightest economists in the country are having a tough time getting their arms around the current inflation trends...

Are Your Taxes Going to Change? Capital Gains Tax

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

The September Effect

The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1During August, stocks rallied as investors looked past the increased number of COVID-19...

What is an Annuity?

What is an Annuity? What you should know about them. Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an...

Considerations During Medicare’s Open Enrollment

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

1031 DST Sirius Radio Ad

Did You Hear A 1031 DST Ad On Sirius Fox Business? You may have recently heard a 1031 DST Sirius Radio Ad on Fox Business or Fox Headline news about selling a rental property and deferring your capital gains tax. If you did hear the...

Delaware Statutory Trust Definition

Delaware Statutory Trust Definition - What's A DST?

Coronavirus and Markets - The Market Caught The Flu

February 2020 By Nanette Abuhoff Jacobson History tells us that, like most geopolitical events, pandemics (along with any market impact) are temporary. Nanette Abuhoff Jacobson Managing Director and Multi-Asset Strategist at...

Retirement Planning - When to Retire?

When Is The Right Time To Retire? With the ever-changing landscape of taxes, it is growing increasingly difficult to understand howlegislation affects clients and could possibly impact their financial future. As a leader in the...