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Tax Disparity

May 3, 2024 | Congress, Issues that effect todays Market, Tax Concepts for Retirement, Uncategorized, Weekly Financial Thought

Blog May 3rd, 2024   “Tax Disparity”   As we come into an election year, there will many different topics discussed and debated, but one that will likely come up is our country’s budget deficit (now over $33 Trillion) and how increasing taxes could help to offset this...

“Debt Ceiling Showdown”

May 19, 2023 | Congress, Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog   “Debt Ceiling Showdown”   I thought this recent article from Capital Group did a good job summarizing the debt ceiling issues and what, if anything, investors should be doing as a result.  Unfortunately, the reality is that we’ve been here before in...

‘Do Midterm Elections Move Markets?’

Nov 11, 2022 | Congress, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought

“I’m glad that mid-term elections are behind us. The question remains: Do they really impact the stock market?”

A Quiet Period Until the Fed Meets Again

Aug 26, 2022 | Congress, Weekly Financial Thought

Blog “A Quiet Period Until the Fed Meets Again”   U.S. stocks struggled for direction this past week as investors awaited clarity from Federal Reserve policymakers on their monetary tightening plans against a backdrop of downbeat economic data.   The...

‘SECURE Act 2.0 – What It Means’

Aug 19, 2022 | Congress, Retirement, Weekly Financial Thought

Blog “’SECURE Act 2.0 – What It Means” In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years.  Some of the...

“What’s In the Inflation Reduction Act?”

Aug 12, 2022 | Congress, Coronavirus, Issues that effect todays Market, Medical Expenses, Weekly Financial Thought

: “We’ve heard about the inflation reduction act being passed, but what is actually included in the bill? Check out our latest post to find out!”

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