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Millennials Step Up

By Megan | March 1, 2022 | Comments Off on Millennials Step Up

In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people is a millennial.1 Many millennials came of age at the turn of the millennium, which means they were aware of the fallout from the 9/11…

Financial Perspective: Marry, Cohabitate or Stay Single?

By Megan | February 22, 2022 | Comments Off on Financial Perspective: Marry, Cohabitate or Stay Single?

People have many different reasons for getting married or not getting married. But for some committed couples, it can come down to a few basic points. One of those is finances. If they hold very different opinions or have contradictory habits when it comes to spending money, finances can become a deal breaker — much…

Market and Economic Outlook for

By Megan | February 16, 2022 | Comments Off on Market and Economic Outlook for

The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level of vaccine resistance is best mitigated by a booster shot.1 That’s good news for the fully vaccinated. The unvaccinated, unfortunately, are months away from that level…

The Taxing Landscape of the IRS

By Megan | February 8, 2022 | Comments Off on The Taxing Landscape of the IRS

t seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019.1 A major reason is due to the defunding of the IRS. Between 2010 and 2019, the department’s funding was cut by 20% in inflation-adjusted dollars, which has led to a 22% reduction of staff.2 Not only has this…

Implications of Omicron

By Megan | February 1, 2022 | Comments Off on Implications of Omicron

The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience in what this could mean moving forward, both for the health and economic impact of the U.S. and our global neighbors. To continue fighting COVID-19 without shutting down schools and businesses, the Biden Administration recently…

American Conglomerates: Past, Present and Future

By Megan | January 25, 2022 | Comments Off on American Conglomerates: Past, Present and Future

Conglomerates are parent companies that own a number of large subsidiaries. They became popular back in the 1960s with corporations like ITT, LTV and GE, to name a few. In recent years, behemoth American conglomerates have spun off, sold off and pared down.1 However, there are ways to invest in a single “parent company” for…

What’s Up With Inflation

By Megan | January 19, 2022 | Comments Off on What’s Up With Inflation

Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that a resurgence of COVID-19 cases could reduce the consumer-driven boom we’ve enjoyed for the past few months. Concerns about safety could result in more workers…

The Investment Greats

By Megan | January 4, 2022 | Comments Off on The Investment Greats

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker of the century” founded Templeton Funds, best known for its international fund lineup. Thomas Rowe Price Jr., also referred to as “the father of growth…

Low Supply Increases Demand

By Megan | January 3, 2022 | Comments Off on Low Supply Increases Demand

Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the past year and a half, consumer spending is shifting from goods to services. For example, the services industry (e.g., restaurants, travel, hospitality) is on the…

The Rise of the Unicorn?

By Megan | January 3, 2022 | Comments Off on The Rise of the Unicorn?

This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago).1 But there isn’t just one reason people are quitting their jobs. There are dozens. Some who had to juggle care for children or elderly relatives have chosen caregiving…

Outlook For Equities

By Megan | December 22, 2021 | Comments Off on Outlook For Equities

The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule, the fourth quarter tends to be the best one for stock performance. While the coronavirus, labor shortages, supply chain issues and rising prices have presented…

America’s Seesaw Wealth

By Megan | December 15, 2021 | Comments Off on America’s Seesaw Wealth

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and manufacturing. The pandemic-induced recession of 2020 was quite the opposite, affecting women to such a degree that the event spawned the term “she-cession.”1 There is…

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