Your 2023 Required Minimum Distribution
In this Money Talks Minute, Bil Lako, CFP®, explains how your annual required minimum distribution is based on your account balance as of December 31 the previous year.
March 2023 Market Minute
In March, our Research Analysts are watching the terminal rate for the Fed Funds rate, the home prices and interest rates for the housing market, and the tightness of the labor market.
The Sandwich Generation
If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.
February 2023 Market Minute
For February, our research analysts are keeping an eye on the declining earnings reports for fourth quarter 2022, the Fed’s comments that there is still a need for “ongoing increases” in interest rates, and the United States’ relationship with China.
Should You Sell When the Market Drops?
In this latest episode of Planning Priorities, we take a closer look at what you should do during market volatility. Should you sell now and reinvest in stocks later when things calm down?
January 2023 Market Minute
For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.
Small Business Minute: Planning For A Recession
No business owner wants to deal with the impact of a recession—but that doesn’t change the reality of the situation. Jessie Thomas, CPA, covers three important things to keep in mind so you can prepare your business for whatever the economy happens to throw at you.
Converting to a Roth IRA
In this Money Talks Minute, Bil Lako, CFP®, explains why our down market could be an opportunity to convert a traditional IRA to a Roth IRA.
December 2022 Market Minute
For the month of December, our Research Analysts are keeping an eye on the U.S. employment situation, China’s citizens’ protest over their country’s Zero Covid policy, and the flattening of the yield curve.
Are You Missing Out on a Customized Plan?
In this “Money Talks Minute” Bil Lako, CFP® explains that while rules of thumb are not bad, they are just not customized to the client, and investors could be missing out on opportunities.