Category: Investing

FDIC | SIPC – And How Your Accounts Are Protected

With all the recent chaos and uncertainty in the banking world, I thought it would be good to review the topics of FDIC and SIPC coverage, and how your accounts are protected.

Week in Review: Ends on a positive [March 24-23]

This week started, and then ended, on a pretty firm note for the stock market. In between, however, there was a bit of volatility as investors weighed ongoing concerns about the bank industry along with the latest policy move from the Fed.

What Is My Tax Bracket For The 2023 Tax Year?

It’s possible you could be in a different tax bracket for 2023 than the last time you reported your taxes, even if your income has not changed.

Banking Turmoil And Market Pullbacks

The banking crisis that began in the U.S. has now spread to Europe. Recent concerns over the solvency of Credit Suisse, Switzerland’s second largest “global systemically important bank” (G-SIB), was due in no small part to the runs on U.S. banks.

Bank Failures, Fed Rate Hikes, and Risks to the Financial System

That’s a scary title, I know. But, the good news is that this has not spread to the broader markets thus far. This is just an analysis of what’s happened and where we go from here.

Week in Review: Silicon Valley Bank Collapse

I want to preface this Week in Review post with a note about the Silicon Valley Bank Collapse, the second-biggest bank failure in US history.

Fear Strikes the Market

In my opinion, we need a little more consistency of message coming from the Fed. What we sometimes get is very extreme pendulum swings from positive to negative commentary.

How Our Aging Population Affects Long-Term Investing

According to the latest Census figures, a major shift occurred over the past two decades in which the share of the population under 50 declined, especially among those who are considered to be of prime working age.

Week in Review: Breaking the Losing Streak [Mar. 3-23]

The stock market was able to break its losing streak this week despite ongoing concerns about inflation and the Fed raising rates for longer.

Slowing US Manufacturing and Growth

We’re in a period of slowing US manufacturing and growth, which is not necessarily a bad thing as the Fed tries to tame inflation.

Week in Review: Consolidation [Feb. 24-23]

Sorry for the tardiness on this, I was short on time Friday 😁. Last holiday-shortened week was another losing one for the stock market.

Feeling Déjà Vu Around the Fed and Inflation

It may feel like déjà vu as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed.

Identity Theft Insurance: A Guide

How important is identity theft insurance? In 2021 alone, the FTC received 1.4 million reports of identity theft in the US.

Can You Take Advantage Of Net Unrealized Appreciation?

Net Unrealized Appreciation can be a powerful financial and tax planning strategy if executed properly, but you may want professional advice.

Things Are Looking Up

Despite the constant drumbeat of negativity in the financial media, things are looking up in the market and the economy.