03 Apr Bank Failures Shine Light on Interest Rate Risks
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of Signature Bank of New York. With...
financial planner Tag
02 Apr The Top Six Inflation Drivers of 2022
In June 2022, the 12-month rise in the Consumer Price Index (CPI) peaked at 9.1%, the fastest pace in 40 years, before dropping to 7.7% in October. This bout of...
30 Mar Stock Funds by Market Capitalization
Size Matters One way to consider a stock fund is to look at the market capitalization, or market cap, of the stocks in which it invests. Market capitalization represents the total...
14 Mar The “High Seas” Treaty
More good news for the planet with nearly 200 countries agreeing to a legally-binding “high seas treaty” on March 4th. Late last year, at the COP15 UN biodiversity conference, an agreement...
13 Mar 2023 Key Numbers
Links to all of the key numbers for your 2023 planning. Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions,...
07 Mar International Women’s Day 2023
#EmbraceEquity #IWD2023 “The story of women’s struggle for equality belongs to no single feminist nor to any one organization but to the collective efforts of all who care about human rights”...
28 Feb When Should You Start Investing?
As young adults embark on their first real job, get married, or start a family, retirement might be the last thing on their minds. Even so, they might want to...
21 Feb Federal Tax Filing Season Has Started
IRS started accepting returns: Monday, January 23, 2023 Filing deadline for most individuals: Tuesday, April 18, 2023 Monday, October 16, 2023, if you file for an automatic six-month extension by the original due date The...
13 Feb It’s Valentine’s Day, Give Your Money Some Love
Don’t buy into the Valentine’s Day hoopla? Redirect that love and take care of something close to your heart. Your house, your garden, your dog. And… what about your money!? Some...
01 Feb 2023 Key Numbers-Investment Planning
Maximum tax on long-term capital gains and qualified dividends Unearned income Medicare contribution tax ("net investment income tax") This information was developed by Broadridge, an independent third party. It is general in...