Tag: Market

Stay Tuned for Year-End Commentary

As Christmas and Year-End 2022 approach there is a long list of topics to consider, including:

  • How to quantify the first truly down year for the markets since 2009
  • What inflation and higher interest rates mean going forward in 2023
  • How to approach higher taxes for those still working and those receiving Social Security
  • The timeless investing paradigms that have not changed
  • How much to diversify a portfolio while still paying attention to risk and liquidity
  • How to approach Long-Term Care decisions, both present and future
  • Changes made to gifting limits for 2023 (limits increased)
  • Changes made to IRA and 401k contribution limits in 2023 (limits increased)
  • What is next for cryptocurrency trading and valuation
  • What to serve for the Holiday meal (perhaps the most urgent item on the list).

What topics might be on your mind? Stay tuned for a Year-End commentary!

Thank you for reading, enjoy last minute shopping and TGIF!

Investing After A Great Year

It is still early in the year – there is still plenty of time to evaluate how to start or tweak a savings and investing plan. In fact, it is ALWAYS a good time (January, February, March, July, October, December…) to evaluate savings and investing. But after the amazing past year and decade in US and global stock and bond markets, it may cross your mind to say,

  • “Should I wait to invest?”
  • “How can markets keep going up, up, up?”
  • OR,
  • “I need to jump on the bandwagon here!”
  • “Growth stocks are the way to go! I have stock ideas!”

Continue reading “Investing After A Great Year”