Monthly Newsletters

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January Newsletter – 2021: Robust Growth, Higher Inflation

Monthly Newsletters

January Newsletter – 2021: Robust Growth, Higher Inflation

The COVID-19 Recession is the weirdest we’ve ever had. There is no way anyone could have forecast it. It did not happen because the Fed was too tight. It did not happen because of a trade war. It was self-inflicted, caused by COVID shutdowns. And, in spite of a V-shaped bounce off the bottom – 33.1% annualized real growth in Q3, and likely 5%+ growth in Q4 – the economy is still smaller than it was a year ago.

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Help Improve Your Financial Plan This Year with These One-time Adjustments

Monthly Newsletters

Help Improve Your Financial Plan This Year with These One-time Adjustments

It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

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Giving to Charity for the Holidays, Even Though It’s 2020

Monthly Newsletters

Giving to Charity for the Holidays, Even Though It’s 2020

Chances are, between basting the turkey and watching the football during the holidays, you’ll find yourself giving to the causes and organizations you believe in. In the U.S., 30% of the year’s charitable giving is done in December, and 10% of the annual giving is just in those last three days of the year!

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December Newsletter – Giving Thanks, Double Dip Unlikely

Monthly Newsletters

December Newsletter – Giving Thanks, Double Dip Unlikely

Give Thanks!  The US economy continues to heal.  Payrolls keep growing, unemployment claims – though still elevated – are shrinking, key measures of the manufacturing and service sectors remain well into positive territory, and, as this week should show, both retail sales and industrial production remain on an upward trajectory.

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November Newsletter – How the 2020 Election Could Impact the Markets and Your Financial Plan

Monthly Newsletters

November Newsletter – How the 2020 Election Could Impact the Markets and Your Financial Plan

How the 2020 Election Could Impact the Markets and Your Financial Plan Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.

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Your Year-End Tax Checklist, Plus a Few Extras for 2020

Monthly Newsletters

Your Year-End Tax Checklist, Plus a Few Extras for 2020

A lot of us have been in the attic lately, putting away the ghosts and skeletons from Halloween and dusting off the holiday decorations. While you’re up there, can you find your year-end tax checklist?

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October Newsletter – Are Equities Expensive?

Monthly Newsletters

October Newsletter – Are Equities Expensive?

JP Morgan Market Insights: September 16, 2020 by Gabriela Santos   As suddenly and as sharply as the U.S. equity bear market began, so it ended. The rebound from the late-March lows was so quick and strong that it capped the shortest bear market in history (1 month) and marked the fastest round trip back to all-time highs (181 days). With such a rapid retracement, investors are left wondering: are equities expensive?

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How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

Monthly Newsletters

How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth

In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.

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September Newsletter – The Fiscal Elephant in a Monetary Room

Monthly Newsletters

September Newsletter – The Fiscal Elephant in a Monetary Room

CONTRIBUTORS DR. DAVID KELLY, JORDAN JACKSON AUG 28, 2020 The Federal Open Market Committee officially announced an update to its Statement on Longer-Run Goals and Monetary Policy Strategy. Most notably, the committee has officially adopted an average-inflation targeting framework, in which the committee will allow inflation (as measured by the core personal consumption deflator) to run moderately above 2% for a period of time following a period of inflation persistently falling below 2%.

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How to Invest Creatively in Your Fall Vacation this Year

Monthly Newsletters

How to Invest Creatively in Your Fall Vacation this Year

Sneaking away during the lull between peak times – “the shoulder season” – is popular with savvy travelers for reduced crowds, milder weather and usually great deals on travel packages.

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