2023 Market Outlook
This month I share a blog from LPL Financial's Strategic and Tactical Allocation Committee.
2022 was a dizzying year as markets and the global economy continued to find itself out of balance due to the still present aftereffects of the COVID-19 pandemic and the policy response to it. If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about...
SECURE 2.0 Top 10 Provisions
Congress recently enacted landmark retirement legislation know as SECURE 2.0 that will incentivize individuals to save for retirement, while increasing access to workplace plans. The new law includes a number of provisions intended to benefit individuals as well as small business owners. Here is a summary of the top 10 provisions.
Charting the Course
Recently, I took some time to get my ASA sailing certification. Spending 5 nights on a 40-foot catamaran with an instructor and a few other students was quite the experience. We all knew our end destination, but how we were going to get there was up to the students to determine. I worked with the others to review the charts, assess the weather, and deliver our plan to the captain. As it turns out,
"I" for Inflation. Is the I Bond a Good Option for Me?
Have you heard about the I Bond? It is making a name for itself because it currently offers an attractive yield to fight inflation.
I Bonds are inflation-protected savings bonds and are100% backed by the U.S. federal government...
Series I bonds are guaranteed by the US government as to the timely payment of principal and interest and offer a fixed rate of return and fixed principal value. Minimum term of ownership applies. Early redemption penalties may apply.