A Legal Checklist for Family Caregivers

A Legal Checklist for Family Caregivers

6 steps to take to protect your loved ones and yourself by Judi Hasson, AARP, Updated January 21, 2022   If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know — or are learning — that...
Market Thoughts for February 2022 (Video)

Market Thoughts for February 2022 (Video)

Posted by Brad McMillan, CFA, CAIA, MAI This entry was posted on Feb 1, 2022  After a strong close to 2021, markets pulled back to start the year, with U.S. indices dropping between 3 and 10 percent. On the medical front, the Omicron wave continued. As case...
Retirement Plan Limits on the Rise in 2022

Retirement Plan Limits on the Rise in 2022

Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based retirement plan and the phaseout...
The Fed Pivots to Fight Inflation

The Fed Pivots to Fight Inflation

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to rising inflation. The Committee accelerated the reduction of its bond-buying program in order to tighten the money...
Market Thoughts for December 2021 [Video]

Market Thoughts for December 2021 [Video]

Posted by Brad McMillan, CFA, CAIA, MAI This entry was posted on Dec 1, 2021  After a strong October, November saw generally weak performance in the markets. In the U.S., the Nasdaq showed a small gain, but the S&P and the Dow were down. These...