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Posted on December 2, 2021
Raising the National Debt ceiling may seem routine, however, increasing political bias in both parties has made the process anything but simple. Arguments over which party has contributed more to the deficit, through tax cuts or entitlement packages,… Read More
Category: Investment Planning
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Posted on January 18, 2022
2022 Financial Planning Outlook: 3 Trends and Implications
by J. Eric Rice, CFP(R), ChFC(R)
As we enter what may well be a period of transition, effective planning will become increasingly important. As highlighted in the attached piece from Schwab, one of our two recommended custodians, three planning trends will likely dominate the… Read More
Category: Investment Planning, Market Commentary
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Posted on January 18, 2022
Why a January Market Correction Might be Good
by C. Todd Fry, CIMA(R), CFS
Are market corrections healthy? In a word, “yes”. Are market pullbacks common? Very. Corrections prevent bubbles, which occur when market valuations are no longer supported by underlying earnings. Investors become speculators. When a bubble bursts, it can send… Read More
Category: Investment Planning, Market Commentary
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Posted on January 18, 2022
2022 Outlook: Long-Term Perspective on Markets and Economies
by C. Todd Fry, CIMA(R), CFS
Over the past ten-plus years, we have witnessed unprecedented growth in equity markets, as Central Banks around the world lowered interest rates and boosted bond purchases. Rising inflation is now expected to force these bankers to curtail stimulus,… Read More
Category: Investment Planning, Market Commentary
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Posted on January 17, 2022
Charitable Giving and Your Financial Plan
by Tracy Severson FPQP(R)
Generosity is great. But should it be spontaneous? Rarely, if ever. Giving has two components—where you give and how your give. First, there is the legacy you want to leave, the values you want to impart to future… Read More
Category: Community/Giving Back, Investment Planning, Tax Planning, Video
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Posted on December 10, 2021
2022 Benefit Plan Limits & Thresholds Chart
by J. Eric Rice, CFP(R), ChFC(R)
Contribution limits to benefit plans have grown significantly over the years. But the growth is largely the result of inflation. Did you know that in 1986, an employee could contribute only $7,000.00 to his/her 401k plan? What’s more,… Read More
Category: Investment Planning
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Posted on December 10, 2021
Breath is Life. Life is Breath.
by Tracy Severson FPQP(R)
At some point, we have all been admonished to ‘take a breath’. As we rush from one commitment to the next, often our breath is the first to go–at least the deep, cleansing, stress-releasing breath our bodies really… Read More
Category: Investment Planning
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Posted on December 2, 2021
US Debt-Ceiling Debate Heats Up Again
by C. Todd Fry, CIMA(R), CFS
Raising the National Debt ceiling may seem routine, however, increasing political bias in both parties has made the process anything but simple. Arguments over which party has contributed more to the deficit, through tax cuts or entitlement packages,… Read More
Category: Investment Planning, Market Commentary
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Posted on November 9, 2021
The World in 2030: 10 Predictions for Long-Term Investors
by C. Todd Fry, CIMA(R), CFS
Do you ever wonder how rapid advancements in science and technology could change our lives, economy and the way we invest in the relatively near future? Some of the sharpest minds in the world of investing attempt to… Read More
Category: Investment Planning
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Posted on November 9, 2021
Sharing the Wealth: How Lifetime Gift Tax Exemption Works
by Curated article
As Congress continues to debate a reduction in the estate and gift tax exemption–slated to rise to $12.06 million in 2022–now may be a perfect time to consider some lifetime gifts. Many people plan for bequests at the… Read More
Category: Estate Planning, Investment Planning, Tax Planning
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Posted on November 9, 2021
Living with Abundance
by Douglas Smith
We all want to be successful. As a result, many of us have cultivated a highly competitive nature. Can being too competitive ever be detrimental? Our guest contributor says the answer is “yes.” He contends that being highly… Read More
Category: Investment Planning
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