Markets and investors received two reports this week, providing insights regarding the state of inflation in January. Both reports show that inflation remains in tact and is proving harder to squash than many had hoped. Consumer Prices The first report highlighted consumer prices (Consumer Price Index). The consumer price index rose 0.5% in January and […]

Oh tax season! Everyone’s favorite time of the year. When the calendar turns to February, I often get questions from clients asking when they can expect to receive their 1099s. Since the question keeps coming up, let’s revisit some 1099 basics and when you can expect to receive yours! What is a 1099? A 1099 […]

I talked with a client this week about a few items concerning Roth IRAs and thought it was worth revisiting these topics as the deadline for 2024 IRA contributions approaches Roth Refresher As a reminder, there are two main categories of retirement savings in the US (1) Traditional savings, which provide for an immediate tax […]

January always seems like a long and winding road (ie: month), doesn’t it? I’m not sure if it’s the post-holiday contrast, the lack of daylight, the harshness of winter, the 31 days, or a combination of all of those factors but somehow, the month always seems to move a bit slower than others. However, this […]

I talked with a client this week about ways to keep their Schwab account safe and secure. Here are a few best practices we discussed. Also please note, even if you do not custody your investments at Schwab, these suggestions may well apply to your online investment account as well Avoid Public Wi-Fi An oldie […]

Please note – I am traveling this week so the article below was written in advance. I know there have been many market moving events this week. I will cover those (and more) next Friday. In the meantime, enjoy this post and stay well. During a recent interview, JP Morgan Chase CEO Jamie Dimon was […]

I’ve met with a few clients this week and in every conversation, the subject of markets being at all time highs has come up. And with that, an underlying hesitation has been expressed about putting new money to work at these levels (specifically into US equities). Wouldn’t it be better to wait until markets are […]

Phew. For a shortened trading week, there sure has been a lot of news as the new administration arrived in Washington. There has been no shortage of coverage on those topics so I’m going to talk about something else this week that plays a pretty important role in investing and markets – sentiment. Sentiment is […]

Despite my sincere hope we would be talking about something else in 2025, inflation was back in focus this week. And after a volatile start to 2025, markets viewed the inflation data as a reason to “smile.” Let’s take a look at what these reports told us – and what they may mean for markets […]

When the calendar turns to January, there are a few things to take care of if you are a participant in an employer plan (401k, 403b, etc). I talked with a client about a few of these reminders this week and thought it would worth highlighting them here. Revisit Contribution Rate Each year, the IRS […]