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Posted on December 16, 2022
Act now to save money on 2022 taxes. Key takeaways Retirement savings plans such as 401(k)s and 403(b)s have a December 31 deadline for contributions through payroll deductions. If you itemize, consider charitable contributions and accelerating medical expenses…. Read More
Category: Investment Planning
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Posted on December 16, 2022
Turning Lemons into Lemonade
by C. Todd Fry, CIMA(R), CFS
As the old adage directs, when you are dealt lemons, make lemonade. It’s time to be opportunistic. We all know it has been a volatile year in the markets. As 2022 draws to a close, we are in the process… Read More
Category: Investment Planning, Market Commentary
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Posted on December 16, 2022
12 Last-Minute Tax Tips for 2022
by C. Todd Fry, CIMA(R), CFS
Act now to save money on 2022 taxes. Key takeaways Retirement savings plans such as 401(k)s and 403(b)s have a December 31 deadline for contributions through payroll deductions. If you itemize, consider charitable contributions and accelerating medical expenses…. Read More
Category: Investment Planning, Tax Planning
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Posted on December 16, 2022
New Year’s Financial Resolutions: Get Your Finances in Shape for 2022
by C. Todd Fry, CIMA(R), CFS
Reshape your finances in the year ahead with these five resolutions. If you’re someone who likes to make resolutions on New Year’s Day, you already know how hard it is to stick to them. Here are five resolutions… Read More
Category: Investment Planning
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Posted on November 17, 2022
Guide to Recessions: 9 Key Things You Need to Know
by C. Todd Fry, CIMA(R), CFS
You have likely heard the ‘R’ word several times recently. Many analysts, CEOs and investors believe the chances for a Recession next year are increasing. With all the chatter, now may… Read More
Category: Investment Planning
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Posted on November 17, 2022
10 Tax Planning Tips for the End of the Year
by J. Eric Rice, CFP(R), ChFC(R)
Tax planning between now and the end of the year can have a significant impact on how much tax you have to pay next April. Financial decisions you make between now and the end of the year… Read More
Category: Investment Planning, Tax Planning
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Posted on November 17, 2022
The Fleeting Free Lunch of an Inverted Yield Curve
by C. Todd Fry, CIMA(R), CFS
Fixed Income is once again an attractive investment thanks to steep increases in the Federal Funds rates this year. Short term yields, however, have outpaced their longer-term counterparts, leading to what is know as an inverted yield curve…. Read More
Category: Investment Planning
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Posted on October 18, 2022
Student of the Market
by C. Todd Fry, CIMA(R), CFS
Student of the Market (October 2022)
Category: Investment Planning, Market Commentary
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Posted on October 18, 2022
When will the Bear Market End?
by J. Eric Rice, CFP(R), ChFC(R)
As stocks and bonds continue to tumble a week after the Federal Reserve’s latest rate hike, investors are understandably asking how long this painful bear market will persist.
Category: Investment Planning, Market Commentary
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Posted on September 19, 2022
Can Midterm Elections Move Markets? 5 Charts to Watch
by C. Todd Fry, CIMA(R), CFS
In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus…. Read More
Category: Investment Planning, Market Commentary
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Posted on September 19, 2022
5 Ways HSAs Can Help With Your Retirement
by J. Eric Rice, CFP(R), ChFC(R)
See how HSAs can be a tax-efficient part of your retirement planning. Key takeaways HSAs offer a number of benefits beyond spending for the short-term, such as saving for longer-term qualified medical expenses, including those in retirement. Because… Read More
Category: Investment Planning
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