Posts by frontoffice
An Update on Municipal Bonds
Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…
Read MoreMarket Jitters
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…
Read MoreHow Could Inflation Affect Your Retirement?
In recent months, Procter & Gamble has raised prices for its Tide, Gain, Downy and Bounce product portfolio. It recently announced that this spring, consumers also will start paying more…
Read MoreRetirement Plans for Self-Employed People
As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and…
Read MoreThe Fed Changes the ‘FAIT’ of Economic Recovery
In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously used a 2% inflation target. If inflation rates fluctuated above…
Read MoreMillennials Step Up
In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people…
Read MoreFinancial Perspective: Marry, Cohabitate or Stay Single?
People have many different reasons for getting married or not getting married. But for some committed couples, it can come down to a few basic points. One of those is…
Read MoreMarket and Economic Outlook
The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…
Read MoreThe Taxing Landscape of the IRS
It seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019. A major reason is due to the defunding of the IRS. Between…
Read MoreImplications of Omicron
The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience on the implications of the omicron variant and what that…
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