Lane Hipple
-
Last week, Israel launched a direct attack on Iran, targeting key military assets including senior leadership, defense systems, and nuclear facilities. While this most recent escalation has yet to escalate into a significant market moving…
-
May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as continued relief from trade tensions, notably a de-escalation in tensions between the US and Europe, sent most major indices higher.…
-
By: Elaine Floyd, CFP® Back in the day, when full retirement age for Social Security was 65 and most people retired and claimed benefits then, Medicare basically took care of itself. Enrollment was automatic along…
-
By: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA The Ghost Rule and other important factors for non-person IRA beneficiaries. When advising beneficiaries of distribution options for their inherited IRAs and employer plans (retirement accounts),…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight championship fight between Joe Frazier and George Foreman are an apt – if not overly…
-
Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…
-
Avoiding these common mistakes can spare your family unnecessary stress Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about…
-
New “transaction verification” smishing campaign targeting clients with Schwab accounts Charles Schwab has identified a new twist on the “smishing” fraud threat which is being used by fraudsters hoping to capitalize on market volatility and…
-
Managing Death Records and Addressing Fraud Concerns SSA’s death master file has been in the news lately, first in connection with DOGE’s “discovery” that there were 120-year-olds in the system who could not possibly still…
-
Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
-
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
-
MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
-
Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…
-
Ever since SSA started offering Social Security accounts in 2012, the information and tools that people can access through their individual accounts have grown, making these accounts a very valuable resource for anyone who hopes to collect…
-
Most employees depend on their employers for health insurance today. It is possible to go into the open market and buy an individual health insurance policy under the Affordable Care Act, but these policies tend to be…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist Many college basketball fans are knee deep into the most recent edition of college basketball’s annual March Madness tournament.…
-
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower in February as the combination of a Fed on pause, weaker macro data, policy uncertainty,…
-
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from markets following Donald Trump’s Presidential victory in early November 2024 seems to have ground to…
-
Why Now Is a Good Time to Check Your Asset Mix Rebalancing Your Portfolio to Align with Your Investment Goals Market fluctuations, economic shifts, and personal financial changes can all impact an investment portfolio over…
-
Actions Support the Social Security Fairness Act Written by Mark Hinkle, Social Security Press Officer Today, the Social Security Administration announced it is immediately beginning to pay retroactive benefits and will increase monthly benefit payments…
-
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month on the weaker side as strong payrolls upended expectations of further Fed rate cuts, sending bond yields higher and putting pressure on…
-
Andrew Kelsen – Chief Investment OfficerTim Side, CFA – Investment Strategist January represented a solid month for public markets in what might be the last stand of the previous global trade system, bouncing back strongly…
-
Navigating the Latest Updates to Retirement Rules for a Smarter 2025 Plan The SECURE Act 2.0 has introduced several significant updates to the rules governing retirement savings, many of which will take effect in 2025.…
-
Early Steps to Simplify Filing and Align Your Tax Strategy Tax season just began January 27th, but starting early can help streamline the process and reduce stress when deadlines approach. By organizing your financial information…