2021 Market Year-End Review and Predictions for 2022

2021 Market Year-End Review and Predictions for 2022

2021 Market Year-End Review: Challenges & Opportunities In many areas, the year 2021 provided both challenges and opportunities. In our market year-end review, we will highlight some noteworthy developments in the markets and the economy, as well as provide an...
Build Back Better Bill, Tax, and your Roth IRA Conversion

Build Back Better Bill, Tax, and your Roth IRA Conversion

The draft of the Build Back Better (BBB) bill approved by the House on November 19th has many potential benefits to the middle class, but it also creates tax laws that affect 401K, IRA, and Roth IRA, investors.  It has not been approved by the Senate or signed by...
Stock Market Commentary December 2021

Stock Market Commentary December 2021

Unpacking Recent Stock Market Data Many factors are at play as we look to analyze recent stock market data. For example, in November, the Coronavirus Omicron variant caused a sell-off into month-end as investors were nervous about the travel restrictions and potential...
Stock Market Commentary October 2021

Stock Market Commentary October 2021

How to Analyze Today’s Stock Market Report   Many factors are at play as we look to analyze today’s stock market report. In September, the tech-heavy Nasdaq index dropped 5.3%, and the S&P 500 fell 4.8%, which was their most significant monthly...
How Much Longer Will Social Security Last?

How Much Longer Will Social Security Last?

The future financial status of the Social Security program is a popular topic of debate. Each year, the Trustees of the Social Security trust report on the programs’ current and projected financial status. The annual report has many questioning, will Social Security last?