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Jun. 22, 2022

Recoveries and Recession

Investors have had to contend with a lot so far this year: a third wave of COVID, runaway inflation, the stock-market…

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Jun. 2, 2022

What is a Recession?

When the economy is running on all cylinders, everybody is happy. Wages may be growing, inflation is in check, prices…

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Jun. 2, 2022

Medicare Part B Now Covers Free COVID-19 Self-Tests

The Centers for Medicare & Medicaid Services recently announced that effective April 4, 2022, all Medicare Part B enrollees (including those…

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May. 27, 2022

Proposed Changes to IRA Eligible Designated Beneficiary (EDB) Rules for 2023

In 2019, the SECURE Act became law and enacted a slew of changes to retirement plan provisions, including raising the required starting…

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May. 27, 2022

The Impact of Higher Gas Prices on Consumer Spending

In some major U.S. cities, where public transportation like subways and commuter trains are familiar, commuters can pay a fee…

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May. 20, 2022

What To Expect During a Bear Market

Bear markets are often triggered by different events and no two are the exact same, but the emotions we feel…

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May. 20, 2022

That 70s Economy

Markets gifted us with another burst of volatility and headlines are looking apocalyptic again. Some folks might think it's time…

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May. 20, 2022

Should You Keep More Cash on Hand When the Market is Volatile?

One of the most commonly asked questions that financial planners get from their clients is how much cash they should…

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May. 16, 2022

Could Congress Make the Roth IRA Taxable?

We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…

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May. 16, 2022

Volatility Rears Its Head Again

The only adage that can be applied with 100% accuracy when it comes to investing is that the market hates…

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