Home sales still limited on the supply side: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary June 30, 2023 consumer spendingeconomic growthemploymentinflation
Consumer spending picked up in April: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary May 24, 2023 consumer spendingeconomic growthemploymentinflation
Indicators suggest economy is still running hot: Weekly Economic Review & Outlook Weekly perspectives on the economy and financial markets and our outlook of the week ahead. Economic Commentary February 20, 2023 consumer spendingeconomic growthemploymentinflation
Rally continues as investors hope for a soft landing Equity markets continued their impressive start to the year on growing hopes for a soft landing, gaining in four of the five weeks. Capital Market Impact January 30, 2023 economic growthinflationinterest ratesmarket commentary
Tips for funding a Roth account in 2023 2023 could be a really good year to fund a Roth account. Why? Because of low current tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. The high inflation of 2022 means that in 2023 the standard deduction will be higher, and federal income tax brackets will be expanded. As a result, some people could be looking at a lower federal income tax bill this year, making contributing to a Roth account more efficient. Client outcomes January 26, 2023 habitsinvesting strategiesretirement incomeretirement planning
How financial advisors should approach succession planning Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Business Growth November 29, 2022 practice management
Reading the volatility tea leaves Mistaking volatility for a change in sentiment makes market timing a perilous practice. Capital Market Impact October 26, 2022 investing strategiesmarket commentarystock market
Some reflections on Tax Day: Tax strategies to take with your clients Explore these discussions worth having at tax time. Business Growth April 18, 2022 client relationshipspractice managementtaxes
Personal, estate, and business tax planning strategies for 2022 Regardless of uncertainty about tax law changes, there are many tried-and-true tax planning strategies that work in any environment. Client outcomes February 11, 2022 income planninginvesting strategiesretirement planningtaxes
Plan sponsors and participants are primed for in-plan lifetime income options Growing interest in lifetime income solutions opens new opportunities for retirement plan advisors and consultants. Client outcomes September 13, 2021 retirement planning
