Investment Management and Tax Reduction Strategies
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11/02/2021
If you've purchased groceries or gas lately, you've probably noticed that prices are rising. But will they keep going up? And if so, how high? Here's what you need to know about inflation and what to expect.
What is Inflation and Should You Be Worried?
Concerns over inflation continue to be a hot issue in the economic recovery from the COVID-19 pandemic. But what is inflation? And should you be worried about it? This post will break down inflation in simple terms and explain how concerned you should be. Table of Contents Basic Definition – What ...
11/02/2021
After years of keeping interest rates at rock bottom, the Federal Reserve has finally signaled plans to raise rates in 2023. Consider taking these steps before that happens so you'll be prepared when rates start rising.
The Fed Could Raise Interest Rates in 2023. Here's How It Could Impact You
The Federal Reserve has kept interest rates near zero to help spur an economic recovery in the wake of the pandemic. In March, the Fed affirmed its plan to stick to near-zero interest rates. But this week, it changed course and said it expects to raise interest rates in 2023. And that could impact p...
08/18/2021
Check out LPL Research Global Portfolio Strategy: “China Headwinds Intensifying for Emerging Markets".
The real estate market is hot, and that can make it tricky to buy a home. Learn how to navigate a seller's market and, with patience, still secure the right home for your needs.
How to Buy Property In a Hot Housing Market
Photo: Peathegee Inc (Getty Images)The housing market isn’t overheated, it’s on fire. Both pent-up post-pandemic demand for homes and a supply shortage has pushed median sales price on existing single-family homes up 16.2% year over year during 2021's first quarter, according to the National Ass...
08/10/2021
It’s painful to think about losing people we love. But talking about it now can ease the burden later, and ensure their wishes are followed. Here’s guidance on how to start the conversation. Feel free to reach out to me for additional insights. https://eqtble.co/2MSWshS
08/09/2021
Tomorrow at 6PM EDT...request web link to listen in (lasts 30 minutes)...
07/29/2021
Today at 6PM, feel free to connect and listen in (live event, runs 30 minutes). To receive a conference link, just email me prior to 5PM at the email address noted. Details as follows:
06/16/2021
This is an informal event...if you'd like to dial-in, contact me to receive an access link...
06/05/2021
I'm hosting the following virtual event (informal webinar). A web access link will be provided upon request.
05/22/2021
These are simply historical marginal tax rates as a general planning concept.
02/09/2021
Properly managed debt carries important financial benefits. Here's how to calculate what a reasonable amount of debt looks like for you.
What Is a Reasonable Amount of Debt?
Debt—the word often has a negative connotation as there are many stories of how individuals and companies with too much debt have headed down a road to financial ruin. However, debt can often be a good thing, if managed properly. Debt can help companies grow and help people purchase valuable asset...
02/08/2021
Don't let retirement numbers scare you. Learn how to retire comfortably by calculating an amount that works for you.
How Much You Need for Retirement Depends on These 4 Factors
How much money do you need for retirement? You hear large numbers quoted all of the time that make retirement planning seem intimidating and out of your reach. The amount of money you need isn't a blanket number, though. Your own individual circumstances define how much money you need in retirement....