Retirement Changes and Challenges CONGRESS RECENTLY ENACTED LANDMARK RETIREMENT LEGISLATION KNOWN AS SECURE 2.0 THAT WILL INCENTIVIZE INDIVIDUALS TO SAVE FOR RETIREMENT, WHILE INCREASING ACCESS TO WORKPLACE PLANS. THE NEW LAW INCLUDES A NUMBER OF PROVISIONS INTENDED TO BENEFIT INDIVIDUALS AS WELL AS SMALL BUSINESS OWNERS. -ENHANCEMENT OF TAX CREDITS FOR SMALL BUSINESSES STARTING AND […]
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Answers to Your Inflation Questions Been there, done that. Don’t want to do it again. That’s how many people who lived through the 1970s and 1980s feel about inflation. But today’s reality is that your money isn’t going as far as it once did, and you’re probably wondering if the situation will get worse. Since […]
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In this investor blog we will discuss the Short History of S&P 500 Declines of 10% or More How Low Can The S&P Go? The S&P 500 has experienced 95 corrections of 10% or more since 1928. The average correction has declined -27% from peak to trough although the median correction amount is only -16.4% meaning […]
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Bitcoin Supply and Demand Trends The price of Bitcoin broke $50,000 yesterday, February 16th, 2021, for the first time in history. The cryptocurrency was up 5% for the day and more than 74% for the year. After these morning gains, Bitcoin prices receded somewhat. New Bitcoins are created by powerful computers solving complex math puzzles […]
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Peter Lynch, one of the most successful investors of all me, said it best: “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” 1. Corrections Happen A “correction” is defined as a drop of 10% or more inthe value of an […]
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Cryptocurrencies: Growth of a New Asset Class Summary: -Despite Being Met with Warranted Skepticism, Cryptocurrencies or Digital Assets are Here to Stay. -A Growth Asset and Macro Hedge -Bitcoin in a Modern Portfolio This has been an unprecedented year for markets, with no asset class exempt from economic disruption and market volatility. While the overall […]
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Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream of political information influence how you and I manage your investment portfolio? A lengthy history of empirical research suggests not. Elections matter, just […]
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Quick Market Thought: Just because the market had recouped its losses from earlier this year doesn’t mean we predict smooth sailing ahead. With less than 80 days until the November elections, the political mudslinging is ramping up. As investment strategists, we think it’s policy, not politics, that matters. To that end, we believe that putting […]
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Executive Orders to Suspend Payroll Taxes, Expand Unemployment Benefits, and more Here’s how the executive orders issued by President Trump that provide additional relief to workers during the COVID pandemic. At A Glance In order to provide additional relief to workers during the COVID pandemic, President Trump has issued executive orders to: -Suspend Social Security […]
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Special Edition on COVID-19 and Important Updates for Employers Congress passed the CARES Act to provide emergency assistance and health response for individuals, families and businesses. The CARES Act is providing 2 Trillion dollars in assistance. I am going to cover two ways you can get money for your business as fast as possible through […]
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