July 2022 Newsletter
Catch up on some summer reading with our July Newsletter! July Newsletter 2022
retirement
THE SECURE ACT – A Soap Opera of Tax and Estate Planning
Written by Jeff Walker, Financial Planner: There are many risks people face before and throughout retirement. Most people understand stock market risk, healthcare risk, and inflation risk but the risk of losing wealth due to taxes is one that is often overlooked or misunderstood. Unfortunately, understanding tax risk isn’t simple or intuitive and the reality …
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Bonds in 2022
Written by Erik Schuster, CFP® Financial Planner: US Stocks and Bonds are moving in the same direction, down. Since 2000, it is rare to see stocks and bonds move in correlation. It happened briefly in 2008 and again in 2018. Both occurrences were short-lived. What we are seeing today is the perfect storm the Federal …
Weekly Market Commentary – June 7
THE WEEK IN REVIEW: May 29 – June 4 When strong jobs growth is bad for markets There are plenty of open jobs — but job growth is slowing. Last Friday’s Bureau of Labor Statistics (BLS) situation showed that job growth is still there. We added 390,000 new jobs in May, much higher than the …
May 2022 Newsletter
Relax With Our May Newsletter! May Newsletter
April 2022 Newsletter
Refresh This Spring With Our April Newsletter! April 2022 Newsletter
How The Russia-Ukraine Conflict Could Affect Americans
When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and Russian oligarchs, warning that Russia would pay an even steeper price if it did not cease its aggression. In the early days of the conflict, European banks braced for the fallout. However, U.S. bank executives …
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What We Worry About
Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement. However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement. Interestingly, couples that score highly on cognitive interdependence (meaning they …
