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Investment Management
Blog
Mark Lund

RMDs Get a Small Reprieve
 – Presented by Mark K. Lund, Financial Advisor

2022 brings new life expectancy tables. For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum withdrawals (RMD) from retirement accounts may already know we use these tables to calculate your RMD. Using these new tables is relatively simple, but here are

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Investment Management
Blog
Mark Lund

Outlook for 2022 – Presented by Mark K. Lund, Investment Advisor

It’s a new year, full of new possibilities for what may lie ahead. By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again in the year ahead. COVID-19

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Investment Management
Blog
Mark Lund

Fed Chair Changes His Tune
 – Presented by Mark K. Lund, Financial Planner

Powell’s testimony to Congress may be telling. If you weren’t paying close attention, you might have missed it. Fed Chair Jerome Powell dropped the word “transitory” when describing inflation during his recent testimony to Congress.1 Powell had told the story of transitory inflation for the past several months while the Consumer Price Index showed eye-popping,

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Investment Management
Blog
Mark Lund

The Power of the Consumer
 – Presented by Mark K. Lund, Investment Advisor

In recent months, consumer confidence has been falling. A confident consumer can be a powerful ally in an economy. But when the consumer starts to have questions, we can measure consumer confidence in everything from retail sales to home buying to the personal savings rate. In recent months, consumer confidence has been falling as inflation

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Investment Management
Blog
Mark Lund

Is Inflation Peaking?
 – Presented by Mark K. Lund, Financial Planner

One lesser-known indicator is called the Baltic Dry Index. You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are considered “discounting mechanisms,” meaning they are looking six- to nine-months into

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Investment Management
Blog
Mark Lund

When Bad News Is Good News – Presented by Mark K. Lund, Financial Advisor

A surprising reaction to tapered bond purchases. Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. At its November meeting, the Fed outlined its plan to taper monthly bond purchases, which will end this pandemic-era policy response by

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