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The Hawkish Fed vs. The Market

January 25, 2022 The Hawkish Fed vs. The Market Phil Albitz, CFP® I don’t think anyone would argue with me if I said, “These last couple of years have been kinda weird.” In this short video I’m going to talk about the markets and explain the term “Hawkish Fed” as it relates to interest rates and [...]

January 25th, 2022|

Still Deciding New Year Resolutions?

January 21, 2022 Still Deciding New Year Resolutions? By Sylvia Salguero, Financial Advisor It is January again, now in the year 2022. Did you make progress in organizing your financial life? Do you still need to make improvements? This is a good time to review what went well, and what didn’t. Here are some helpful suggestions [...]

January 21st, 2022|

2022 Retirement Contribution Planning

January 21, 2022 2022 Retirement Contribution Changes By Clete Albitz, CFP® January is a good time to assess whether you can increase your level of retirement plan contributions for the upcoming year. If you are self-employed, you may still have time to setup and fund a plan for the prior calendar year through your tax-filing deadline. Some [...]

January 21st, 2022|

RMD and QCD Changes for 2022

January 21, 2022 RMD and QCD Changes for 2022 By Paul Miloe, CRPS® As we proceed into 2022, note there have been changes to the Required Minimum Distribution (RMD) rules affecting what you may be required to withdraw from your retirement accounts each year. RMDs had a prior change that pushed the start date out to age [...]

January 21st, 2022|

2022 Outlook: Summary

2022 Outlook: Summary December 22, 2021 Ever since the market bottomed in March 2020, the S&P 500 has more than doubled from its closing low and the economic recovery is now in full swing. Propelled by fiscal spending and the central banks’ dovish policies, economies around the world were boosted by a tailwind in 2021. [...]

December 22nd, 2021|

Rising Inflation and Your Portfolio

Rising Inflation and Your Portfolio October 14, 2021 Inflation is rising, leading to questions around portfolio positioning. Past bouts of inflation were not necessarily bad for stocks and bonds. Hedging inflation can be challenging. Diversification is still key to managing inflation. You have probably been hearing a lot about inflation recently and likely even experienced [...]

October 14th, 2021|