Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 – Last year brought higher yields, changes to retirement and 529-plans, high inflation, and hopefully […]
Market Update
By David Matias January 26, 2024 – As we start a new year with new hopes, I can only say that I’m happy that 2023 is behind us. It may have been a good year on the surface — markets are up and accounts are making money — but on a more human level it […]
Quarterly Update: A Soft Landing into a Hard World
January 12, 2024 – I suspect few will mourn the end of 2023. The year that started with deep concerns over the economy and ended with geopolitical turmoil saw few happy headlines. Despite the turmoil, the US economy had a surprisingly strong year, even as Europe and China struggled to regain their footing. This, in […]
AI Enthusiasm and Rate Cut Expectations Power Stocks Higher in 2023
By John Lau January 2, 2024 – What a difference a year makes. At this time last year, the S&P 500 had just logged its worst annual performance since the financial crisis, the Fed was in the midst of the most aggressive rate hike campaign in decades, inflation was above 6% and concerns about an […]
What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule
December 13, 2023 – Principal and Managing Director, Mallon FitzPatrick, CFP®, CLU® was featured in Barron’s to discuss ‘What Better Bond Yields Mean for the 4% Retirement Withdrawal Rule.’ “The 4% rule answers a specific question, which is how much can I take from an account or set of accounts without depleting them over a […]
FOMC Commentary – December 13, 2023
By Chief Economist, Jeanette Garretty The FOMC statement released today confirmed the intention to keep interest rates unchanged—and, somewhat surprisingly—provided subtle, important support for the current discussion in financial markets about interest rate cuts in 2024. “Cuts” in the plural; the Summary of Economic Projections (“SEP”) released in conjunction with the FOMC statement indicated at […]
A Road to Healthy Living: Episode 3
In Episode 3 of my Road to Healthy Living Vlog series, I discuss healthy eating and how to stay on track.
A Road to Healthy Living: Episode 2
In Episode 2 of my Road to Healthy Living Vlog series, I discuss the different technological aids that I use in my daily life.
A Road to Healthy Living: Episode 1
In the spirit of education, I have recorded a series of short videos on one of the issues that matters most to me. Namely, heath and aging well has been a growing field with an amazing amount of good information, some of it old and some of it new.
New Cycles
By Avi Deutsch December 7, 2023 – Occasionally, economic periods coincide with the annual rhythm of life, and this December appears to mark one of those instances. A feeling of transition is in the air, marked by cooling inflation, a loosening labor market, and the expectation that the Fed is done raising interest rates. While […]
Bullish or Bearish: My Analysis
By John Lau, CPA, CFP® December 4, 2023 – In a call with a long-time client yesterday, he asked where I thought the market is heading, and whether I am bullish or bearish going forward. I think this may be a question in many people’s minds, so I want to take this opportunity to address […]
Retirement Plans for Highly Compensated Individuals
By Victoria Jung, CFP® December 1, 2023 – Retiring comfortably requires careful planning and preparation. Making the most of your post-work years is an exercise in flexibility and deliberation that begins long before you start to settle down and unwind; for many, the process continues well into retirement itself. Fortunately for high-income earners, there is […]