What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.
President Biden signed the Inflation Reduction Act of 2022 into law on...
The headlines have recently been full of news about inflation, high...
In June, the Consumer Price Index report showed that inflation rose...
The first two quarters of 2022 marked the worst start for the stock...
The SECURE Act 2.0 would make some significant changes for retirement savers. Its key initiatives would delay RMDs, encourage employees to save more and start saving earlier, and lower retirement plan costs for small businesses. Here are the notable proposed measures and how they could affect you.
Replay of our discussion covering January's market volatility and how inflation and expected interest rate increase could affect your portfolio.
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter's review.
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what's next for the market, economy, and your portfolios.
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don't let the tax tail wag the planning dog!
A replay of our July 28, 2021 webinar discussing 4 new tax changes and what you can do to prepare, plus a review of Q2 market and economic headlines.
Washington State's 7% capital gain tax has been signed into law and survived legal challenge in the WA State supreme court. Here's what you need to know and what you can do to prepare!
A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement "life portfolio."
The first quarter of 2021 brought continued economic recovery, gains in markets, and the COVID-19 vaccine is being rapidly administered, bringing hope that we’re approaching post-pandemic times. Let’s look at common questions we encountered this quarter.
As you prepare your taxes, here are answers to frequently asked...