The Week Ahead: September 13: Market Update, Insurance Month, COVID-19 update, all this and more in The Week Ahead!
Article By Carson
CURRENT STATE OF THE MARKET (NEW)
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
9 ECONOMIC PREDICTIONS FOR THE NEXT FEW MONTHS AND BEYOND (NEW)
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
SEPTEMBER IS HEALTH INSURANCE MONTH (NEW)
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
UPCOMING WEBINAR (NEW)
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:
3rd Quarter Review, current market trends, and where they could take us in the coming months
Major tax changes under the Biden Administration and how they may impact your future planning
Investments to consider for 2021
Ways to help improve your wealth in 2021 and beyond
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
Get in Touch
In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.
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 …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, A historically weak quarter, six months, and year for both stocks & bonds, is now behind us. With stocks and bonds both showing weakness, even a well balanced portfolio didn’t stand a chance for positive returns. As most of …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, There is a lot of pessimism in the markets right now. We know the list of concerns is long and includes an aggressive Federal Reserve agenda with a not-so-soft approach to a soft landing. Stagflation, ongoing China lockdowns, disrupted suppl …
By Debra Taylor, CPA/PFS, JD, CDFA™ ear Friends, Summer is finally here, but 2022 is still shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is, the year isn’t over and we have several reasons why we believe the bulls shouldn’t throw in th …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, The S&P 500 is in a bear market, after closing on Monday, June 13th, with a greater than 20% decline from its recent peak. A look back at past bear markets shows that there is good news and bad news once the large-cap index has cr …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Stocks rallied hard the week of May 31st, as the S&P 500 Index broke a seven-week losing streak in resounding fashion. That strong week was followed by last week’s losses, creating a see-saw effect that has everyone wonderin …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, It has been a historically bad year so far for stocks. However, the S&P 500 Index rose 6% last week, a welcome relief to all. With lots of “market chatter,” we wanted to discuss Six Things to know regarding bear market …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, …