928.526.8672Posts by webteam
What’s Up with Inflation
Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that…
Read MoreThe Vaccine Economy
How well the world economy recovers from the pandemic will depend largely on the number of people who receive the vaccine. For that reason, the U.S. isn’t just dependent on…
Read MoreMidyear Market Outlook
In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…
Read MoreLeaving a Legacy: 3 Differences Between Life Insurance and Roth IRAs
Life insurance and Roth IRAs have a basic structure in common: they are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the…
Read MoreSurvival of the Fittest
The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement planning and financial stability, chances are you were in the…
Read MoreUnderstanding QBI (Qualified Business Income) Tax Deduction
One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small…
Read MoreTax Season Reminders
In late 2020, Congress passed the Consolidated Appropriations Act, which included many tax provisions and extenders as well as additional COVID-19 stimulus relief. For example, the ability to deduct up…
Read MoreVaccines and the Stock Market
If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and…
Read MoreBiden Presidency and Your Retirement
Joe Biden has become the nation’s 46th President. Kamala Harris has made history as the country’s first Black, female and South Asian Vice President. With a new President in office,…
Read MoreWill the Presidential Elections Impact Your Retirement?
One thing is for sure: uncertainty leading up to the presidential elections can affect the stock market and cause the economy to fluctuate. What does this mean for your retirement? …
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