2023 Social Security COLA
Receiving Social Security benefits? You may have heard rumors that this year’s Cost of Living Adjustment (COLA) will be a big one!
October 10, 2022
2023 Social Security COLA
Tax Impact of Capital Gains and Losses in a Fluctuating Market
Being invested in the market has proved to be a wild ride this year. You may have already realized some significant capital gains and capital losses, but your 2022 tax situation is not final until year-end.
October 10, 2022
End-of-Year Checklist
With the end of the year approaching, we wanted to remind you of a few things to consider regarding your retirement accounts.
October 10, 2022
Understanding Inherited IRAs
The rules around Inherited IRAs changed in 2019 with the passage of the Secure Act. Regulations released in 2022 outline the process, and the choices a beneficiary has are now a little more complex. I hope this will help you determine what rules apply to your situation, and decide the best choice for you.
October 10, 2022
September ’22 Market Update
Financial markets declined in September. Bonds lost the least, followed by US large-cap stocks. US small-cap stocks and International stocks fared the worst. The same is true for the year to date.
October 3, 2022
August ’22 Market Update
Financial markets declined in August. US small-cap stocks performed best, followed by bonds. US large-cap and International stocks fared the worst. Since the beginning of the year, bonds are down the least, while stocks are still down double digits.
September 1, 2022
July ’22 Market Update
Markets have rallied to start the second half of the year. US small-cap and large-cap stocks led the way, followed by international stocks. Bonds are also higher, but have trailed on a relative basis. Since the beginning of the year, bonds are down the least, while stocks are still down double digits.
August 1, 2022
June ’22 Market Update
Markets have continued to decline through the end of June. Overall, bonds have held up best, while all stocks categories have fared poorly. Since the beginning of the year, all four asset classes are down double digits, and all stock asset classes are in bear markets.
July 1, 2022
