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By Kevin Kelly Portfolio Manager Many fixed income investors with traditional investment-grade bond portfolios were likely disappointed by their performance in 1Q’21. This is understandable, because for the 5 years through 2020, the average annual investment-grade bond returned over 6.5%, whereas in 1Q, that return was -4.6%. Investors may not appreciate that the average investment-grade...
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Why is plywood so expensive? Home Depot is always a fun trip for a dad, but lately some of the joy has been taken away when I look at the prices. Inflation is alive and well, and I felt it when trying to buy lumber this weekend. Of course, being a financial planner, I made...
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By Charles Lieberman Chief Investment Officer The economy is now in full sprint, after being “Off to the Races”, as we wrote a month ago.  Payroll jobs surged by 1.07 million in March, including upward revisions to prior months, and additional mega-sized jobs gains are likely in the coming months, as vaccinations continue to roll...
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Major Biden, Dog Training, and Financial Planning If you know me, you know I love dogs. My wife and I have been together 15 years this year, and we have always had a dog, and actually other than for maybe a year total we have always had 2 dogs. Currently we have 2 black labs,...
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By Jeff Deiss CFP, AEP, Wealth Advisor We’ve written about Health Savings Accounts in the past, which you can reference here and here.  An HSA is a great way to create a nest egg for healthcare expenses in retirement. The basics are that HSA account holders can contribute up to $3,600 individually or $7,200 as a family for...
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Anything for our children Having two young children I have fallen into a trap that I used to think was impossible for a Certified Financial Planner® to get caught up in. I don’t necessarily spend to much on them, but I am more willing to spend on them without weighing the costs vs the value...
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One year since the bottom Did my headline work? Are you reading because a few simple words elicited an emotional response that you didn’t even realize was happening? Well get ready, because this week will be a media frenzy with somber music being played over montages of photos of the past year flashing across the...
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By David Ruff CFA, Global Portfolio Manager Given the seemingly national obsession with Bitcoin I’ve had to become more of an expert on the king of digital coin and other cryptocurrencies like Ethereum, Ripple, Litecoin, Tether, and Dogecoin.  Equity investing is the heart of my comfort zone, but my colleague Randy Coleman’s commentary Is It Really...
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By ACM Wealth ACM Wealth Administrator Congress will have the opportunity to press forward with their proposed changes to the tax laws. This could potentially be the first major tax hike since 1993. Such changes would likely come into effect in 2022, but there remains the possibility that some could be made retroactive to earlier...
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By Kevin Kern Founding Partner Long before the November 2020 vaccine announcements greed already had a strong hold on investor fear.   Investors who were paralyzed in the spring had already put their mortality aside by summer and began to bet on pandemic perfect businesses such as ecommerce, gambling, cloud and online streaming. As some investors...
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