Retirement Savings in a Volatile Market

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Posted on September 27th, 2022

If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. Here are some […]

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July 2022

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Posted on July 20th, 2022

Markets Continue Decline in Q2from Clint Edgington, CFA With inflation, interest rate, and geopolitical fears taking the stage and reversing market advances in the beginning of 2022, the […]

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Inflation Protection for Investment Dollars

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Posted on July 11th, 2022

For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most widely used measure of inflation […]

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Diversifying Your Portfolio with International Flair

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Posted on July 1st, 2022

Global economic growth is projected to drop from a 5.8% rate in 2021 to 3.3% in 2022, as the world grapples with repercussions of the […]

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Avoiding Probate

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Posted on May 11th, 2022

Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law […]

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April 2022

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Posted on April 22nd, 2022

Geopolitical tensions and inflation strike:Markets uniformly down 2022 Q1 from Clint Edgington, CFA World equity markets’ great 2021 is not continuing in 2022, while fixed income markets’ underwhelming […]

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Splurge or Save? Making the Most of Your Income Tax Refund

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Posted on April 5th, 2022

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For […]

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Working While Receiving Social Security Benefits

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Posted on April 5th, 2022

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans […]

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March 2022

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Posted on March 10th, 2022

February Market Review from Clint Edgington, CFA February saw markets uniformly down.  Initially investors fretted over global Central banks tightening monetary policy, with the highest headline CPI of […]

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Key Retirement and Tax Numbers for 2022

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Posted on March 1st, 2022

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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