By Daniel Campbell, CFA For the first time in over 50 years, both stocks and high-quality bonds were down in 2022. The last time this happened was 1969, and the story is eerily similar to what we just
ByMatt Nelson, MBA, CFP® Planning IRA distributions can be a challenge, especially for non-spouse beneficiaries who inherit the account from a deceased loved one. Making this dilemma even trickier to navigate – as of 2020, most non-spouse beneficiaries
By Jonathan Scheid, CFA, AIF® Higher inflation not only impacts prices for goods and services, but it also influences government program benefits and the taxes we pay. Government officials use a re-calibration system when they pass many laws now, and that
Despite a hopeful start, 2022 turned out to be a tumultuous year for financial markets. Last January, the Federal Reserve’s benchmark rate was near zero, mortgages were just over 3% and the 10-year Treasury was yielding a mere 1.5%. Stock markets
Original article by David McLellan for Kiplinger I came across an article (see link at the bottom of this page) and want to share it with you, our clients and readers. It
Fiduciaries have a relationship of trust with their clients by putting the client first and remaining loyal. Be careful! Not all advisors are fiduciaries. There are great ways to tell whether
401(K)s, HSA, 529 Plans, and IRAs are all types of savings vehicles that you may have heard of. What do they all do, and more importantly, how do you know when to
Many people are left wondering when the recession will end. While there’s no dinner bell to tell us when it’s over, we can look at previous recessions and see how long it
With Thanksgiving in the rearview mirror, many of us are finalizing holiday shopping lists and making end-of-year medical appointments. But it’s also time to think about taxes. Yes, April is still four
By: Martin Romo & Jim Fullerton It’s déjà vu all over again. With inflation higher than it has been since the 1970s, interest rates rising and the economy slowing, many have grown
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