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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Macroeconomic View & Markets
The U.S. economy continues to be quite strong, but there are signs the anticipated slowdown is emerging. Overall, the economic…
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Bear Market Planning Moves
We have all felt some level of discomfort with the market plunge this year. There could be moves to make…
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Higher Prices and Inflation-Part II
Since our last Commentary, a lot has changed on the inflation front. At that time, we discussed 6 key reasons…
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Macroeconomic View & Markets
As expected, for the first time since 2018, the Federal Reserve raised the Fed funds rate by 25 basis points…
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Is Your Cheaper Premium Worth It?
Whether it’s health, auto, homeowners, or life, advertisements abound for cheaper insurance premiums. Cash flow cannot be ignored but there…
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Higher Prices and Inflation – Part I: Six Key Reasons
1. High demand for “stuff” during a period of shutdown and shrinking supply. In the U.S., to avoid another financial…