Winter 2024 Newsletter – Your Connection to Financial Planning and Advice
In this edition, we highlight our 2024 Economic and Market Outlook, share five steps for a smooth transition of financial responsibilities, review changes to 2024 Taxes that may help 2023 tax planning, and what the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You, and more.
Two the Point — Breaking New Ground: The S&P 500 Hits New Highs
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the S&P 500.
Winter 2024 Newsletter – Your Connection to Financial Planning and Advice
In this edition, we highlight our 2024 Economic and Market Outlook, share five steps for a smooth transition of financial responsibilities, review changes to 2024 Taxes that may help 2023 tax planning, and what the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You, and more.
A Look Ahead into 2024 – A Year of Measured Growth and Market Opportunities
The transition from 2023 to 2024 marks a significant shift in the global economic narrative. Last year’s unexpected steadiness and growth have set a dynamic stage for 2024, offering a range of strategic opportunities for investors of all types.
Two the Point — Consumer Pulse: Deciphering the Heartbeat of the U.S. Economy
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss the resilience of the U.S. consumer.
Two the Point — Mastering the 2024 Economic and Market Challenges
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss our 2024 Economic and Market Outlook.
Two the Point — Mastering the 2024 Economic and Market Challenges
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss our 2024 Economic and Market Outlook.
Two the Point — Investing Beyond Politics: A Timeless Strategy for Prosperity
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.
This week we discuss how political biases can inhibit investment strategies.
Factors You May Not Have Considered When Planning for Retirement
Retirement—the end of perhaps a thirty-to-forty-year career. You have worked, saved aggressively, paid off your mortgage, met with your financial advisor and now it’s time to pack it in. Whether it’s moving south to Florida or heading west to Arizona, year-round warm weather may be what you have in mind for retirement. However, what happens when things don’t go according to plan? Here are factors you may not have considered when planning for retirement.
Demystifying ESG Investing
Today, the term ESG (Environmental, Social, and Governance) has become a catch-all for different types of investing, and it has become a lightning rod for criticism. Proponents say it is a way to drive environmental and social initiatives forward. Detractors argue that ESG investing is a breach of fiduciary duty to pursue the highest returns possible. What is needed for this discussion more than ever is a baseline for demystifying ESG.
What Could the New Social Security Cost of Living Rate and the Medicare Part B Premiums Increase Mean to You?
Social Security’s 2023 Cost of Living Adjustment (COLA) was one for the record books at 8.7% marking the biggest adjustment in more than 40 years. It provided many retirees with a much-needed reprieve from the impact of decades of high inflation. Social Security’s COLA will not be as generous for 2024 at 3.2%. While this increase is larger than the historical average over the past 20 years, it comes from lower inflation and the Fed’s aggressive interest rate increases. Additionally, 2024 Medicare Part B premiums will increase by $9.80 from $164.90 to $174.70.1
Six Steps for Women to Improve Their Future Financial State
Today, women have reached the pinnacle of success from corporate executives to business owners to entrepreneurs. Now more than ever, they are in a better position to achieve financial security for themselves and their families. That means becoming more involved in their financial plan and taking an active role in their investment savings.
