What will the near-term impact be? On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code to a degree unseen since the 1980s, altering income tax brackets, marginal tax rates, key deductions and […]
Congress Passes the Tax Cuts & Jobs Act Read More
RETAIL SALES ROSE IN DECEMBER Consumers spent freely during the holidays: the latest Census Bureau report shows a nice advance for retail purchases. They improved 0.4% last month, with core retail sales up by the same amount.1 PRODUCER PRICES UNEXPECTEDLY RETREAT In December, wholesale inflation declined for the first time in 18 months. Even with
Growth Report – Monday, January 15, 2018 Read More
Your approach to building wealth should be built around your goals & values. Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this
Comprehensive Financial Planning: What It Is, Why It Matters Read More
LOW UNEMPLOYMENT, BUT LESS HIRING The Department of Labor’s latest jobs report announced a headline unemployment rate of only 4.1% in December, but it also showed companies adding just 148,000 net new workers last month. Even so, net payroll growth averaged 204,000 during the last three months. In hiring terms, the health care sector grew
Growth Report – Monday, January 8, 2018 Read More
Too often, it persuades investors to make questionable moves. Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question their investing approach. If they overreact to it, they may sell low now and buy high later – or in
Fear Must Not Inhibit a Financial Strategy Read More
CONSUMER CONFIDENCE DECLINES In December, the Conference Board’s monthly index fell sharply from its lofty November reading of 128.6. That number was a 17-year high. Economists polled by Bloomberg expected a retreat to 128.0; instead, the gauge dropped to 122.1, which was still one of its best readings in the past 15 years. Lynn Franco,
Growth Report – Monday, January 1, 2018 Read More
They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of
Talking to Your Heirs About Your Estate Plan Read More
LANDMARK FEDERAL TAX CHANGES SLATED FOR 2018 Congress passed the Tax Cuts & Jobs Act last week, and President Trump signed the bill into law on Friday. The new legislation authorizes major changes to the Internal Revenue Code. On January 1, 2018, the corporate tax rate will be reduced to 21%, most pass-through businesses will
Growth Report – Monday, December 25, 2017 Read More
The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves
Should We Reconsider What “Retirement” Means? Read More
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