Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

Early Withdrawal Penalty

The Taxing Landscape of the IRS

February 8, 2022

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…

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coronavirus in US

Implications of Omicron

February 1, 2022

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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American Conglomerates: Past, Present and Future

January 25, 2022

Conglomerates are parent companies that own a number of large subsidiaries. They became popular back in the 1960s with corporations like ITT, LTV and GE, to name a few. In…

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What’s Up with Inflation

January 18, 2022

Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that…

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Outlook For Equities

January 11, 2022

The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule,…

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The Investment Greats

January 4, 2022

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker…

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Low Supply Increases Demand

December 28, 2021

Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the…

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The Rise of the Unicorn?

December 21, 2021

This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago). But there isn’t…

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America’s Seesaw Wealth

December 14, 2021

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and…

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