Nov 22, 2021 | Articles, Wealth Strategies
It was announced this morning that President Biden will renominate Jerome Powell as the Federal Reserve (Fed) chair. He will also elevate Fed Governor, Lael Brainard, to vice chair of the Fed. According to a Bloomberg report on November 22, the position of vice chair...
Nov 19, 2021 | Weekly Summary
Weekly Summary: November 15 – 19, 2021 Key Observations: Rebounding economies accompanied by persistent inflation and high levels of employment lead us to believe that we are “leaving” the most recent state of a global “normal” characterized by slowing growth,...
Nov 12, 2021 | Weekly Summary
Weekly Summary: November 8 – 12, 2021 Key Observations: Stronger than expected U.S. Consumer Price Index (CPI) and a “disappointing” 30-year Treasury auction dramatically lift interest rates and partly reverse yield curve flattening. Data (fundamentals) “win.”...
Nov 5, 2021 | Weekly Summary
Weekly Summary: November 1 – 5, 2021 Key Observations: The Federal Reserve (Fed) Chair Powell appeared to convince successfully many investors to “Chill Out,” that the Fed was not behind the curve and that the Fed was ready with the correct policy tools to deal with...
Nov 2, 2021 | Articles, Wealth Strategies
Topic Focus: Mega IRAs, Roth Conversions, and Backdoor Roth IRAs On November 2nd, 2021, Congress released the most recent tax provisions for the Build Back Better Act, including several proposed changes to retirement plans. Amongst the changes are those that directly...
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