Tax-Loss Harvesting: A Silver Lining
In a year like 2022, where there’s been virtually nothing positive to talk about from an investing perspective, we try to make the best of a bad situation. One silver lining in a down market is the potential for tax-loss harvesting.
Social Security Announces Large COLA Increase for 2023
The Social Security Administration recently announced that benefits for retirees will increase by 8.7% beginning in 2023. This is the largest single year COLA increase in over 40 years.
3rd Quarter 2022 Newsletter
We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
Should I Change My Medicare Coverage During 2022 Open Enrollment?
Medicare’s Open Enrollment Period begins on October 15, and you may be asking, “Should I Change My Medicare Coverage During 2022 Open Enrollment?”
Medicare Part B Premiums Decrease for 2023
The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.
Midterm Elections 2022: What Does It Mean for Markets?
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection.
Holding the Line
Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.
Medicare Changes Retirees Need to Know About
The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.
It’s Not Time to Abandon Bonds
This year has been historically bad for bonds, and while swift bond price declines can be upsetting, it’s not time to abandon bonds.
Hurricanes & Flood Insurance: What You Need to Know
If you live in an area at high risk for hurricanes, you likely understand the importance of flood insurance.
Will I Outlive My Retirement Money?
“Will I outlive my retirement money?” This is one of the top fears for people who are starting to prepare for their retirement years.
Three Keys to a Great Password
We live in an increasingly digital world, and sometimes the only thing protecting you from identity theft is a strong password.
5 Things to Consider Before Paying Off Your Child’s Student Loans
Before paying off your child’s student loans, you should consider all options, especially if you have any high-interest debt yourself.
When Market Timing Fails
In a year like this, when everything seems to be going south, it’s tempting to want to get out of the market completely.
Crypto Chaos
It’s been a bad year for just about every investable asset class on the planet. But, it’s been particularly bad for cryptocurrencies. Two of the more well-known digital coins, Bitcoin and Ethereum, are down -58% and -70% year-to-date. The fall has been nothing short of breathtaking.
