Planning


Inflation

How Inflation Risk Can Affect You

October 19, 2021

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

Sustainably Investing in Our Future

October 12, 2021

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

Status Update: Young Adults in America

October 5, 2021

Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment, and dramatic socio-economic turmoil. Not…

Market Thoughts: Looking Ahead and Abroad

September 28, 2021

The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…

RMDs in 2021

September 21, 2021

  Last year, the Setting Every Community Up for Security Enhancement (SECURE) Act increased the age for required minimum distributions (RMDs) from 70½ to 72. The purpose of RMDs is…

Young People: Who Said You Have To Be Wealthy To Invest?

September 14, 2021

Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and a global pandemic. But now they’re witnessing an unprecedented job…

Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

August 31, 2021

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…

Demographics differing on retirement plans

July 20, 2021

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month…

All About RMDs

July 13, 2021

There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of…

How Infrastructure Spending Affects Municipal Bonds

July 6, 2021

According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about $6 trillion. The report, published in March, includes $125 billion…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 314.909.1116