Category: Investment Planning
Posted on February 10, 2025
Talking to Kids About Money
It’s never too early to develop good money habits. Starting the conversation when children are young will often have the greatest impact. Here are some basics to help parents and grandparents begin the dialogue.
Posted on January 17, 2025
2025 Outlook: Long-Term Perspective on Markets and Economies
The November election eliminated the cloud of uncertainty, that had lingered over 2024. Looking forward, we expect to see an extension of the 2017 Tax Cuts, efforts to curtail illegal immigration, the threat and possible implementation of tariffs,… Read More
Posted on January 17, 2025
Housing Market Unlikely to Thaw in 2025 Due to Affordability Challenges and ‘Lock-in Effect’
Fannie Mae Economists Share 5 Housing Market Predictions for New Year WASHINGTON, DC – Affordability and the so-called “lock-in effect” are expected to keep housing activity subdued in 2025, with existing home sales forecast to move only slightly upward… Read More
Posted on January 17, 2025
Here’s The Fed’s 2025 Meeting Schedule And What To Expect For Interest Rates
Fixed income markets anticipate that the Federal Reserve will cut interest rates in 2025, but not by much. Short-term interest rates are expected to end 2025 close to 4%. That’s down from the current 4.25% to 4.5%… Read More
Posted on November 11, 2024
Trump’s Victory Signals Major Policy Shifts Ahead
The magnitude of U.S. President-elect Donald Trump’s victory on Tuesday brings the strong likelihood he will have a mandate for his economic, market and foreign policy agenda. Winning the Electoral College and popular vote, as well as gaining… Read More
Posted on November 11, 2024
Seven Medicare Changes You’ll See in 2025
Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act will take effect next year. Lower out-of-pocket limit in Part D drug plans erases old “donut hole.” You may find weight loss drugs covered to treat… Read More
Posted on November 11, 2024
Five Financial Planning Secrets of Millionaires
You might be surprised: Most millionaires don’t feel rich. Instead, they have smart goals, discipline and a little help along the way.
Posted on October 25, 2024
What to expect between Election Day and the Inauguration
With the U.S. presidential election less than two weeks away, Americans may be looking forward to the end of a tumultuous political campaign season. However, if past trends are any indication, November 5 could be just the beginning.
Posted on October 25, 2024
Great savers could face a ‘tax time bomb’ in retirement, advisor says — here’s how to avoid it
Key Points: If you’re nearing retirement with a large pre-tax 401(k) plan or individual retirement account balance, you need to a plan for managing future levies, experts say. With Required withdrawals… Read More
Posted on October 25, 2024
Do You Qualify for Social Security Spouse’s Benefits?
Social Security benefits are a crucial part of the retirement income for millions of Americans. If you don’t have enough Social Security credits to get benefits on your own work record or your own benefit is small, you… Read More