Q3 2022 Quarterly Context Video

By |2022-10-20T16:32:55-07:00October 20th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do [Read More]

Q2 2022 Quarterly Context Video

By |2022-08-03T21:07:09-07:00July 25th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts, Uncategorized|

Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns remain strong. How did we get here and what’s next? We’ll also cover the important difference between investing and speculating, and how understanding a buyer’s strike can improve [Read More]

Recession outlook: consumer sentiment, inflation, and unemployment

By |2022-07-22T14:22:34-07:00July 22nd, 2022|Blog, In the news, Investment Management, Investor behavior, Personal Wealth|

The recession question Will there be a recession? Are we in a recession already?  The most pressing questions for investors for the second half of 2022 center around the prospect of a recession. To assess these matters, we must look to what Shakespeare called “the root of all heartache,” namely: expectations. “Expectation is the [Read More]

Q122 Quarterly Context Video

By |2022-04-25T10:00:32-07:00April 25th, 2022|Blog, Financial planning tips and perspectives, In the news, Investment Management, Investor behavior, Lifestyle, Quarterly thoughts|

The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield curve is trying to tell us something about the economy, gambling risks are far higher than investing, what the stink-eye effect on your portfolio might be… Watch to [Read More]

2022 retirement contribution limits increase for Gen X business owners 

By |2022-09-05T19:45:39-07:00December 15th, 2021|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

Many Gen X business owners can save more in 2022 with the IRS increases to retirement plan contribution limits.  In our work to help midlife business owners and leaders make work optional, retirement plan savings is an integral part of a comprehensive financial plan.  One way to accelerate your path to financial independence is [Read More]

Stimulus for business owners: what to know about the American Rescue Plan

By |2021-03-26T15:25:29-07:00March 26th, 2021|Blog, Business Owners, In the news, Personal Wealth|

On March 11, 2021, President Biden passed the first major legislation of his presidency, the American Rescue Plan.  While the $1,400 individual stimulus checks and the continuance of unemployment benefits augmented by the federal government in the amount of $300 are both important to families who are experiencing lower incomes and job loss, we [Read More]

How tax policy may change with the election

By |2020-09-21T09:56:50-07:00September 17th, 2020|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based on educated guesses about how tax policy may change once the election is behind us.  However, it does make sense to consider how changes may affect your planning [Read More]

Why Rebalancing your Portfolio in the Midst of Crisis is Essential for Long-term Success

By |2022-09-05T19:30:49-07:00April 9th, 2020|In the news, Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively social distancing, and protecting our health. It is a rebalancing act that people did not anticipate; we're all learning lessons that will linger on once this crisis is [Read More]

The CARES Act: help for individuals and small businesses

By |2020-04-25T09:22:00-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, In the news|

  As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus package passed by Congress on March 27th  The Coronavirus Aid, Relief and Economic Security (CARES) Act, as well as previously announced tax filing relief, should help with business [Read More]

CARES Act helps your business: relief for your retirement plan participants

By |2022-04-07T10:42:02-07:00April 1st, 2020|Fiduciary, In the news|

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020, and includes provisions to assist retirement plan participants impacted by the COVID-19 pandemic.  For plan sponsors and their participants, this Act can provide essential financial help to many employees. The new law provides distribution and loan relief [Read More]

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