The Week Ahead: September 13: Market Update, Insurance Month, COVID-19 update, all this and more in The Week Ahead!

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Weekly Market Commentary 08.30.2021

Amid High Worker Demand, Job Openings Rise to 10.9 Million
Published by The Carson Group, LLC
July job openings increased to 10.9 million, up 779,000 from June. The record number suggests weaker August job growth was partly related to a low supply of workers and demand for workers remains robust…Read More


Dr. Jeremy Siegel’s Top 9 Economic Predictions for the Next Few Months and Beyond
ThinkAdvisor Article provided bt Taylor Financial Group, LLC
A look into the crystal ball suggests we will see a strong economy, continued rising inflation, and higher taxes over the next several months, according to Jeremy Siegel, senior investment strategy advisor at WisdomTree and professor of finance at the Wharton School of the University of Pennsylvania. In a keynote address on Wednesday, the second day of the Orion Ascent conference in Scottsdale, Arizona, Siegel shared his thoughts on the state of the markets and the economy. He also showed how today’s market and economic environment fits into a longer-view historic context, provided observations on global equity valuation, and discussed the impact of the COVID-19 pandemic on stock and bond returns and future inflation…Read More


Health Care Options in Retirement
Article Provided by Taylor Financial Group, LLC
Some 157 million Americans get their health insurance through an employer, either their own or a spouse’s (or a parent’s, if under 26). Employers usually subsidize the premiums, so employees generally pay far less than the full cost of the insurance. Premiums for family coverage averaged $21,342 in 2020, according to the Kaiser Family Foundation 2020 Employer Health Benefits Survey, but employees paid just 27% of that, or $5,588 ($466 per month). …Read More
11 Ways to Minimize the Bite from Medicare Taxes 
Checklist Provided by Taylor Financial Group, LLC
Though the Patient Protection and Affordable Care Act (PPACA) faces an uncertain future, Obamacare remains the law of the land for the time being. The continued existence of the law has important implications for the uninsured, small businesses, and also high-income earners. One major source of revenues imposed by PPACA, as amended by the Health Care and Education Reconciliation Act of 2010, is centered around two new Medicare taxes…Read More


Third Quarter of 2021 and a Look at the Coming Months!
Join us Monday, September 27th at 4:15 pm EST!
Debra Taylor, Lead Wealth Advisor, will speak about the major themes in the financial markets from Q3 and how to help improve your wealth and investments in 2021 and beyond.
Here’s what Debbie will address:
  1. 3rd Quarter Review, current market trends, and where they could take us in the coming months
  2. Major tax changes under the Biden Administration and how they may impact your future planning
  3. Investments to consider for 2021
  4. Ways to help improve your wealth in 2021 and beyond

Register Here!


Delta Variant: What We Know About the Science
CDC Article by Taylor Financial Group, LLC
Updated on August 26, 2021, CDC released updated guidance on the need for urgently increasing COVID-19 vaccination coverage and a recommendation for everyone in areas of substantial or high transmission to wear a mask in public indoor places, even if they are fully vaccinated. CDC issued this new guidance due to several concerning developments and newly emerging data signals…Read More
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Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

Traditional IRA & Roth Conversion

If you have a Traditional IRA, you may benefit from doing a Roth conversion this year (and if you already performed a conversion this year, you still have time to do an additional conversion before year end). We typically favor Roth IRAs (over Traditional IRA balances) as Roth IRAs grow tax …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
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