By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
Dear Friends, Tensions between Russia and Ukraine are finally beginning to hit markets in a significant way. European stocks, in particular, are feeling the heat as the continent prepares for the possibility of war on its doorstep. It isn’t just those geographically close to the actio …
“Tax Planning” Month Dear Friends, During the months of February and March, we try to identify planning opportunities (and spot potential issues) with your tax returns. If we work together now, we can help identify… If there was a change in your finances last year and you are pa …
Dear Friends, There are plenty of reasons why inflation is at a 40-year high starting with low-interest rates, rising wages, supply chain disruptions, and fiscal stimulus that has fueled demand for consumer goods. And all of this is happening at a time when food and energy costs are rising. …
CURRENT STATE OF THE MARKET (NEW) Weekly Market Commentary 10.11.2021 Unemployment Falls to 4.8%; U.S. Trade Deficit Hits Record Published by The Carson Group, LLC For the second consecutive month, the U.S. job market created far fewer jobs than expected. September’s report showed only 194, …
Dear Friends, Many do not realize that retirement has its own set of rules that may be different – tax laws change, you are spending instead of accommodating, and so on. In short, making the transition from working life to retirement comes with a set of do’s and don’ts if you want tha …
Dear Friends, According to LPL, the S&P 500 Index was up more than 20% by the end of August for the first time since 1997 and it has made a new high every single month this year so far (9 for 9). Incredibly, it made 53 new highs before August was over, the most ever. …
