Click here to download the PDF version of the newsletter. In This Issue: Investment Insights In 2021, the market showed strength, driven by a rebound in business and consumer spending. With the rebound came a spike in inflation created by persistent pandemic-induced supply chain problems, outsized demand, and rising wages. 2022 will be a challenging […]
The Dynamic Financial Landscape: Is Your Financial Advisor Adapting to the Changing World?
While I was doing research for this quarter’s newsletter, an IRS statistic on tax-filing composition caught my eye and prompted me to start over. Indeed, as I went deeper, it became clear to me that the financial industry is ever-changing, because the environment in which it lives never stops evolving. Therefore, financial professionals must learn […]
Leadership Change: Is it Time for a Value Comeback?
In spite of the drastic economic shocks caused by the Coronavirus during 2020, the market managed to regain its footing in a few short months. Some dominant market trends are worth a discussion here. Optimistic Expectations Drive Valuations Euphoria for Bitcoin, Wall-Street “unicorns” like Snowflake, Zoom Video, and a host of other companies is reminiscent […]
Popular Investing Acronyms and Acrostics
How to Stay in Control Amid Extreme Market Volatility
After hitting record highs just two weeks ago, the market is now experiencing the worst sell-off since the 2008 financial crisis. The market seems to be pricing in the worst-case scenario for the spread of the COVID-19 epidemic. A big shout-out to you, our clients, who have remained calm during this very tumultuous time. Our […]
Simple and Smart Year-End Planning Moves
The following information has been updated for 2019 and 2020. Another year has come quickly and we are now racing to year’s end. Before the “busy” holiday season commences, right now is the perfect time to do some last-minute year-end planning, particularly for items that have an expiration date of December 31. Income Tax Mitigation […]
