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Forefront Wealth
by Dr. Charles Lieberman Chief Investment Officer The pace of the economic recovery is slowing, as governments close restaurants and other facilities to stymie spread of Covid. But approval and widespread distribution of at least two vaccines ensure the economy will soon get a booster shot (figuratively) even as the population gets a booster shot...
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2020, a year of regrets?   Happy holidays everyone, I hope your Christmas was wonderful in this odd year where it may have looked very different for the majority of you. The week between Christmas and New Year’s always brings with it a time to reflect on the past year, and if you read other...
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Forefront’s Monday Market Update Stimulus = Futures down almost 2%?!?! Not Surprising Late last night, lawmakers from both sides finally came to an agreement on a Government stimulus package. As I have written about before, anytime the Government undertakes deficit spending, they are alerting the people that at one point that money will be owed...
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by Jeff Deiss, CFP CFP, AEP, Wealth Advisor Absent any last minute changes from Congress, below are a few year-end tax reminders.  This list is not exhaustive and a conversation with your tax advisor is always recommended. Harvest gains and losses before year-end, which is a classic year-end planning technique and one what we employ regularly...
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by Jeff Deiss, CFP CFP, AEP, Wealth Advisor The topic of IRAs can be confusing and we typically get questions this time of year on IRA contributions amounts and limits and deadlines. The deadline for contributions to a 2020 traditional or Roth IRA contribution is the same as the tax-filing deadline—April 15. Eligible taxpayers can...
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by Kevin Kern Founding Partner When COVID forced the government shut down of the economy, established dividend paying companies curtailed distributions to husband cash and income focused investors moved to cash in panic. Other investors hopped on the momentum rockets of large cap technology. For those higher yielding dividend investors who stayed invested, they watched their...
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by Kevin Kelly Portfolio Manager Many investors do not realize they are playing with fire in the fixed income portion of their portfolios by choosing to own common, high quality investment grade bonds. The typical, easy to construct investment grade portfolio of brand name bonds will leave investors with low yielding assets that have significant...
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The word I hate most No matter what financial article or television show you watch, the word unbiased gets thrown around constantly. Now, I think we all know that media, in general, is biased, and as I have stated a number of times, their job is to sell advertising and get viewers, not to give...
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The Financial Impact of Gratitude   Just like I do for my clients, each year during the week of Thanksgiving, I pull out my own financial plan to go over and make any changes needed after another year of life’s curveballs. This year, I adjusted our child care costs up due to Covid-19 limiting the...
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Reasonable…..or Rational? First, let me start with a warm Happy Thanksgiving! This is one of my favorite holidays, and it has everything to do with pie! My wife and I took our kids, AJ and Priya, to a skate park this weekend as both have taken up skateboarding and wanted to try it. AJ was...
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Recent Posts

Forefront’s Monday Market Update
May 10, 2021
Monday Market Update – May 3rd
May 3, 2021
Retirement Income Considerations
April 26, 2021