Things you can do for your financial future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent…
-
-
What does this mean for your overall retirement strategy? Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts…
-
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial The S&P 500 index, one of the most followed stock indexes in the United States, has gone 529 days (without a…
-
Guest Post by Ned Davis Research A Year of Extremes 2020 was a year of economic extremes, including a very short but deep global recession. The stimulus response was no exception.…
-
POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another…
-
What to know as markets look forward. Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone. Consumer prices in July climbed at their fastest rate…
-
The actual value of the medal. The 2020 Tokyo Olympics wrap up with closing ceremonies on August 8, and it’s been an Olympic games like no other. We’ve watched the world’s…
-
The federal government has upgraded its Child Tax Credit. First, the Internal Revenue Service is paying many families who qualify for the CTC 50% of their credit before 2021 ends.…
-
Advisor Insights Market Commentary Market NewsA look at recession risk and potential questions for the markets
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial On July 19, 2021 the National Bureau of Economic Research (NBER), the official body that declares recessions and their end, published…
-
What you need to know about the proposed estate and gift tax changes in 2021 Due to the spending spree brought on by the COVID-19 pandemic, and President Biden’s infrastructure building…