A prolonged period of ultra-low interest rates encouraged complacency and risk-taking across financial markets and the broader economy. There had to be payback. Now, as policymakers ramp up rates to combat inflation, some vulnerabilities have risen to the surface, most recently in the banking sector.
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A series of new rules related to retirement savings became law as part of the SECURE Act. 2.0. Here are a few highlights that may impact our clients and their families.
Continue readingIt would be an understatement to suggest that 2022 proved a difficult year for investors.
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Financial markets have remained under significant pressure with many investors glued to each inflation print in an attempt to gauge future Federal Reserve policy moves. The concern: Stubbornly high inflation could prompt further aggressive interest rate hikes, knocking the economy into recession.
Continue readingAfter a remarkable market rally in 2020-21 that saw investors largely unfazed by the ongoing pandemic, persistent supply chain disruptions and surging inflation have cast a shadow this year on the economic outlook.
Continue readingThe coronavirus pandemic has dominated the investment landscape the past two years. As the U.S. economy rebounded and corporate profits recovered, stock prices surged while interest rates stayed very low. Entering 2022, the focus shifted to the potential threat of inflation and how Federal Reserve policy could hamper growth. Then came Russia’s unconscionable behavior in Ukraine.
Continue readingFor the first time since 2002, the IRS has updated life expectancy tables which determine Required Minimum Distributions (RMDs) for individuals who are subject to mandatory annual withdrawals from retirement accounts.
Continue readingStocks surged last year, reflecting investors’ confidence in the country’s continued healing from the COVID crisis.
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Autumn’s approach brought a spate of disquieting headlines, prompting investor angst and choppy financial markets.
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Eighteen months after the pandemic slammed into our shores, most Americans have been able to regain a sense of normalcy.
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