What’s on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Tuesday, March 14, 2023
On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicon Valley Bank in order to protect depositors.
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Wednesday, January 18, 2023
Near-record inflation and both stock and bond market declines in 2022. An inverted yield curve and declining manufacturing activity in early 2023. How did we get here, where do we go next and, most importantly - what should investors do?
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Wednesday, January 11, 2023
The SECURE Act 2.0, also known as the Securing a Strong Retirement Act of 2022, was recently passed by Congress as part of the Consolidated Appropriates Act of 2023. The bill builds upon the original SECURE Act, which was signed into law in
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Thursday, November 10, 2022
On November 11, we honor the bravery and sacrifice of the men and women who have served America in the armed forces. This federal holiday – Veterans Day – is a time to reflect on their courage.Please take a moment this...
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Wednesday, October 14, 2020
It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...
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Wednesday, July 1, 2020
True Alpha Wealth Management is pleased to announce that Tyler R. McKean, CEPA, AWMA®, Steven H. Hafner, AIF®, and Kylee O'Neil, formerly of UBS Financial, have joined the firm. The expansion of True Alpha Wealth Management...
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Monday, June 1, 2020
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...
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Monday, June 1, 2020
As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...
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Wednesday, May 20, 2020
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...
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Thursday, April 30, 2020
As Congress receives more pressure to pass a second stimulus, this time savers need some extra protections to ensure their retirement and debt repayments don't come under threat. https://www.forbes...
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Tuesday, April 28, 2020
For many of us, our house is our biggest investment and asset. Consider these facts: According to the National Association of Realtors, the median existing-home price is approximately $280,000. Assuming at least 20% down, that...
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Tuesday, April 28, 2020
US oil is suffering unprecedented distress, as demonstrated by the benchmark West Texas Intermediate (WTI) crude price crashing into negative territory. This is a “triple blackswan” of an oversupply of oil driven by Opec...
Read MoreTip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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