• Year: 2022

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9 December

Signs of Peaking Inflation

By in Market Update

Quick Take: As markets focused on the possibility of slower rate hikes, stocks experienced their first back-to-back monthly gains since 2021, and bonds rallied.[1] Despite remaining elevated, inflation growth as measured by the October consumer-price index eased to the slowest pace since January, a welcome relief in the Fed’s ongoing battle to tame prices.[2] Stocks […]

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30 November

Tax Moves to Consider in Light of 2022’s Economic Challenges

By in Market Update

Despite the roller coaster ride that has been 2022, there is still time to reduce this year’s tax burden. By planning and acting on the following tax moves now, you can stay ahead of the curve.   Consider a Roth IRA conversion or “Backdoor Roth” Contribution limits apply to Roth IRAs based on modified adjusted […]

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8 November

Back on the Seesaw

By in Market Update

Quick Take: Equity markets bounced back from a two-month losing streak in response to 3rd quarter earnings and reports that the Fed could reduce interest rate hikes.[1]   As the holiday season approaches, equity markets made a brief comeback as the S&P 500 index climbed 8% in October, the first monthly rise since July.[2]  The […]

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