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Alex Ralicki | Nov 29, 2021

Weekly Market Update 11/29/2021

ECONOMIC AND STOCK MARKET COMMENTARY
market commentary
Retirement
Stock market

Washington is critical in the mind of Wall Street these days. First, it was haggling over a $1.2 trillion infrastructure bill. That legislation finally was

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Alex Ralicki | Nov 15, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be

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Alex Ralicki | Nov 15, 2021

Weekly Market Update 11/15/2021

ECONOMIC AND STOCK MARKET COMMENTARY
market commentary
Retirement
Stock market

The Federal Reserve is shifting gears, with its evolving stance headlined by an early November decision to start reducing asset purchases. Such buying of bonds

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Alex Ralicki | Nov 8, 2021

IRS Makes Retirement Account Inflation Adjustments for 2022

ECONOMIC AND STOCK MARKET COMMENTARY
market commentary
Retirement
Stock market

This IRS issued Notice 2021-61 Thursday updating for 2022 dollar-amount ceilings and thresholds for a wide range of qualified retirement plans and accounts

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Alex Ralicki | Nov 8, 2021

Weekly Market Update 11/08/2021

ECONOMIC AND STOCK MARKET COMMENTARY
market commentary
Retirement
Stock market

Another earnings season has come and gone, and this one has been stellar, with 82% of the S&P 500 companies beating expectations. Overall, profits climbed by

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Alex Ralicki | Nov 1, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age

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Alex Ralicki | Nov 1, 2021

Weekly Market Update 11/01/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Finanace
market commentary
Retirement
Stock market

Wall Street is back to setting records. This renewed strength came after a stellar profit performance in the third quarter, in which a range of financial and

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Alex Ralicki | Jul 6, 2021

The Basics of Keeping a Balanced Investment Portfolio

Whether you’re brand new to investing or you have an established portfolio, balance is seen as one of the keys to making the most of your investments. But what

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Alex Ralicki | Jun 29, 2021

Making the Most of Your Tax Return

Finanace
Investment Planning
Taxes

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a

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Alex Ralicki | Jun 29, 2021

Weekly Market Update 06/28/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Investment Planning
market commentary
Stock market

The Federal Reserve is getting into position to move the goal posts. True, it doesn’t plan to shift them dramatically, but it does seem likely to do so modestly

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Alex Ralicki | Jun 21, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Business Planning
Finanace
Investment Planning
Retirement
Stock market
Taxes

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall

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Alex Ralicki | Jun 21, 2021

Weekly Stock Market Update 06/21/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Finanace
Investment Planning
market commentary
Retirement
Stock market

Inflation is heating up, with the Consumer and Producer Price Indexes surging by 0.6% and 0.8%, respectively, in May. Worse still, prices were up 5.0% and 6.6%

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