Economic Update
Complying with Changes to Required Minimum Distributions
Before 2023 Ends
A year ago this month, President Biden signed the 358-page SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement), legislation that made dozens of changes to rules related to retirement savings. In past issues of this […]
Economic Update
Gifting Rules
Rule 1: Never regift something used or personalized.
Rule 2: Only regift if the item is in perfect condition and suits the recipient.
Rule 3: Put the gift in a fresh box and wrap nicely.
Agree or disagree with rules of regifting […]
Economic Update
Precious Metals
We’re often asked whether it is a good idea to include precious metals in a portfolio. In this article we provide a high-level overview since, as is true of any investment vehicle, there are many factors to consider.
What Is a Precious Metal?
The category of precious metals includes gold, silver, platinum, palladium and many […]
Economic Update
Market Corrections and The Magnificent Seven
In 1960, some of Hollywood’s biggest actors—Steve McQueen, Yul Brenner, Charles Bronson, and James Coburn—starred in The Magnificent Seven. In today’s financial world, The Magnificent Seven consists of seven of Silicon Valley’s biggest actors: Apple, Amazon, Alphabet (Google’s parent company), Meta Platforms (parent of Facebook), Microsoft, Nvidia and Tesla.
A […]
Economic Update
The Twist and Turns of the Yield Curve
Lately, we’re and fielding many questions about the yield curve. Today, let’s talk about what the yield curve is and what it may signal for the economy.
What is the Yield Curve?
As the image below illustrates, the yield curve tracks the interest rate and years to maturity of […]
