Fourth Quarter 2021 Market Review and Commentary

Please find below our quarterly market review and commentary for the 4th quarter of 2021. We hope you find it helpful.

A Market Top Isn’t a Cliff

It’s tempting to think a market high is a signal stocks are overvalued or have reached a ceiling – especially after a blowout year like 2021.

How to Invest in Your Health in 2022

Healthcare is one of the essential parts of life’s financial and personal journey. Many have not yet utilized all the tools that may help.

Early Retirement Plan Rollovers

You may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working. Let’s look at how these rollovers can happen and if they may apply to you.

Inflation Can Be Managed

Economics is often called the “dismal science” in part because of its poor track record at making predictions. Perhaps the biggest reason for this is the difficulty in determining whether something is a new trend or a temporary event.

Important Tax Numbers for 2022

With the new year right around the corner, we thought we’d go ahead and provide you with some important tax numbers for 2022.

Medicare Cost Changes for 2022

The Centers for Medicare & Medicaid Services recently released the 2022 changes for Medicare premiums and deductibles for Part A and Part B.

Biden Signs Infrastructure Bill

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.

A Positive Take on the “Great Resignation”

Perhaps the biggest side effect of the rapid economic recovery is the historic number of job openings across the country.

Are Capital Gains Taxes Changing?

There are a lot of questions about President Biden’s Build Back Better plan and potential tax changes, including capital gains taxes.

The Importance of Starting Early

The NCAA, the governing body of North American collegiate sports, has historically limited the monetary benefits that college athletes could receive from their schools to little more than scholarships.