Category

Forefront Wealth
by Jeff Deiss The Social Security Administration announced last week that benefits and the maximum amount of wages subject to payroll taxes will increase by 1.3% in 2021.  This reverses the trend of higher increases over the past two years and while it is more than a full percentage point less than the 2.8% increase...
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by David Ruff The Bob Dylan anti-establishment, frustrated-youth song that became the anthem for change during the U.S. civil rights movement could also apply to corporate Japan today.  Japanese equity investors, frustrated with decades of poor returns, are calling for significant change.  It’s beginning to happen. It may seem surprising for us to project better equity...
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by Dr. JoAnne Feeney The big news this morning is changing the investing landscape and adding to the positive market response to the election results. At 90% efficacy in the first release of a late-stage, large study trial, Pfizer’s vaccine candidate is giving investors renewed hope of controlling COVID and getting life back to normal. Not...
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by Jeff Deiss Social Security COLA for 2021 and Medicare Part B premiums The Social Security Administration (SSA) announced on Oct. 13 that its 2021 annual cost-of-living adjustment (COLA) will be 1.3%, which represents an average increase in retirement benefits for active recipients of $20 per month starting in January. SSA’s 2021 COLA represents the...
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The Saga Has Ended….Sort of I don’t know about you, but I am glad that election is over…..sort of. The Trump administration plans to file lawsuits alleging voter fraud amongst other accusations so we will have to see how that plays out over the coming weeks. That being said, it seems as if many have...
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by Randall Coleman, CFA Tuesday, November 3rd is coming fast. That this particular Tuesday is a presidential election day comes as no surprise. Since 1845, the first Tuesday after the first Monday in November has been election day, and in years divisible by four, that Tuesday is a presidential election day. Markets don’t like surprises and it’s...
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Elections, Markets, and Reality I wish I knew who would win the election! We could just end all of this one day earlier (or weeks earlier, who knows) and we could all go back to loving our neighbors instead of hating them because of their lawn sign. Regardless of outcome we have hit a new...
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All Presidents Raise Taxes! All presidents raise taxes, lets stop pretending like it’s a Republican or a Democrat policy. The government has NO MONEY, the only money it has is what it takes from the people. We are the people being taken from. Anytime the government spends money it doesn’t have IE: deficit spending, it...
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Grandma Free throws As traditional spring, summer, and fall sports are wrapping up their unique seasons I watched the NBA finals for the first time in awhile. Apart from basketball being wildly different from when I grew up watching the hard-nosed Knicks of the Anthony Mason era, I noticed something else. The best basketball players...
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by Jeff Deiss, CFP Facts:  Taxpayers who are age 72 or older (or those who turned 70 ½ before December 31, 2019) are required to withdrawal minimum distributions (RMDs) from their retirement plan accounts on an annual basis. The CARES Act passed on March 27, 2020 enabled any taxpayer with an RMD due in 2020 from...
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