This year has been a head-scratcher for most investors, given it has seen the worst period of returns for bonds while also seeing an equity bear market. Alternative investments have been used by institutional investors for many years to help diversify their portfolios and have proven helpful during recent market volatility.… Read More
As Americans head to the grocery store this week to stock up on ingredients, they may be frustrated to discover that the cost of a Thanksgiving dinner is a whopping 20% higher than last year, according to a survey by the American Farm Bureau.… Read More
After peaking at 9.1% y/y in June, inflation has slowly been receding. The October CPI report confirmed this trajectory as headline CPI surprised to the downside at 7.7% y/y – its smallest y/y increase since January.
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Weekly-Market-Recap-11.14.22
Donating to a cause you care about is rewarding. Unfortunately, not all charities are created equal.
Taking the proper precautions before giving ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.… Read More
The October Jobs report saw a stronger-than-expected gain of 261,000 non-farm payroll jobs. However, with the unemployment rate edging up to 3.7%, the stubbornly tight labor market may be gradually softening.
Weekly-Market-Recap-11.7.2022Download
Would you like help creating your dream exit?
You’ve got that little voice in the back of your mind telling you it’s time for the next adventure.
You’ve put in thousands upon thousands of hours of your blood, sweat, and tears to build your business into something incredible.… Read More
With over half of the market reporting, our current estimate for 3Q22 S&P 500 operating earnings per share (EPS) is $52.42. If realized, this would represent y/y growth of 0.8% and q/q growth of 11.9%.
Weekly-Market-Recap-10.31.2022Download
When, Why, and How To Choose A Plan That’s Right For You
(especially if you’re already enrolled)
Whether you’re looking into Medicare for the first time, or taking advantage of annual enrollment to update your strategy, we’ve broken down the critical choices you must make into a simple decision-making tool (including the easy-to-understand questions you MUST ask yourself before choosing a plan).… Read More
The 2017 Tax Cuts and Jobs Act (“TCJA”) created incredible estate planning opportunities for savvy Americans. However, the massive changes introduced by the SECURE Act of 2019 have made many estate strategies outdated. If you haven’t created or reviewed your estate plans in light of these new rules, you’re at risk of…
Accidentally disinheriting your spouse (because of an outdated trust or estate strategy) Failing to take advantage of a temporary tax window (just through 2025) Shortchanging your loved ones by leaving Uncle Sam too much of your hard-earned money
Forcing your loved ones to liquidate their inheritance to pay taxes (because IRA rules changed) All because your will, trust, or estate plan hasn’t been updated to reflect the new laws.… Read More