Inflation and What it Means for You

2021 has experienced an increase in inflation to levels not seen in decades. The current Consumer Price Index (CPI-U) trend is over a 5% increase according to the Bureau of Labor Statistics. The last time it topped the 5% mark was Read More

Market Update: Third Quarter 2021

The third quarter of 2021 was a roller-coaster for stocks, mostly climbing, then decending back to a similar level as they started. The US Aggregate Bond Index similarly finished near the same price as it started. International stocks fell, led by Read More

SECURE Act 2.0 Analysis

In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years to 72 years old. It Read More

Market Update: Second Quarter 2021

The second quarter of 2021 saw continued increases in most stock, bond, and commodity markets. As vaccine distribution has increased, so has business activity in those areas. Using air traffic as a crude proxy for normal-economic-activity, you can Read More