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Posts Tagged ‘Taxes in Retirement’
The Stock Market Continues to Exhibit Resiliency
Is the Market Poised for a Value Shift? Posted by CopyTeam The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many years, Wall Street analysts warned a market correction was long overdue. Despite intermittent…
Read MoreEconomics and Finance: A Measurement of Two Different Things
The Pandemic Highlights the Difference Between Economics and Finance Posted by CopyTeam One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep. They are measurements of two different things, often indicating how the other…
Read MoreWhat’s Driving Oil Prices?
The rise in prices comes as demand continues to strengthen Posted by CopyTeam Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there was less demand for products and services. While online shopping was…
Read MoreInvestment Consolidation Strategies
WHY IT MAKES SENSE TO CONSOLIDATE YOUR FINANCIAL PORTFOLIOS Posted by CopyTeam Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can take advantage of various market opportunities while helping protect them from some investment…
Read MoreSocial Security Proposals and Strategies
Funding Alternatives to an Exhausted Trust Fund Posted by CopyTeam As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends a combination of changing how cost of living adjustments are made, delaying retirement age…
Read MoreIncrease Tax Revenue Without Increasing Tax Rates
How the Federal Government Can Pay for Its List of To-Do Items Posted by CopyTeam A recent article in The New York Times tackled the challenge of how the federal government can pay for its list of to-do items, such as nationwide infrastructure updates, investing in clean energy, ensuring every American has access to…
Read MoreDemographics and the Economy Post COVID
How Do Demographics Affect the Economy? Posted by CopyTeam Back in 2019, economists claimed that the large population of older Americans, dubbed the “silver tsunami,” was creating a drag on the economy. The fear was that Americans were aging toward retirement at a faster rate than young adults were entering the workforce. Not only…
Read MoreThe Stimulus – American Rescue Plan
What the Stimulus Could Mean for Investors Posted by CopyTeam Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table while looking for employment. Those who maintained their jobs throughout the pandemic have embraced…
Read MoreBanking Industry Trends
Automation, the Pandemic and the Fed Posted by CopyTeam The prodigious bank ledger used to be one of most important components of America’s financial system. Hand-written entries detailed every account holder’s deposits, withdrawals, loans and payments. A lot has changed since then. In fact, in just the last decade, banking has become as…
Read MoreShopping for Life Insurance During the Pandemic
Life Insurance Applications on the Rise During the Pandemic Posted by CopyTeam It may come as no surprise to learn that there was a jump in life insurance applications during 2020.1 While contemplating one’s demise may feel like something you can delay when healthy, financial planning clearly weighed heavily on the minds of Americans during…
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