Recent Market Volatility
There are three dominant issues at play for the economy and financial markets, and they all circle around the theme of uncertainty. The first issue is the timing and pace of interest rate increases. The second issue is stock valuations and volatility. And the third dominant issue involves both inflation uncertainty and the possibility of recession. We have been discussing these topics for a while, but what is changing is the order of prioritization and the degree to which they are contributing to investor uncertainty and market volatility.
2022 Q1 Investment Perspectives
Even though we are heading into the spring, it seems as if the market bulls are hibernating as the market bears awaken. No matter how much preparation and planning investors do to diversify portfolios, establish proper asset allocation and focus on long-term goals, it can seem like that is never enough when facing market volatility.
NJ.com: Can I Open a Roth IRA for my Child?
Can I open a Roth IRA for my child? Stephanie Spies helps answer this question by sharing a few strategies to encourage good savings habits for retirement. Read more in the full Q&A article by Karin Price Mueller for NJ.com.
Kiplinger: Keys to Finding the Perfect Place to Retire
How do you choose where the right place to retire for you is? Michael Gibney shares a story about friends who went through this decision and what types of financial and tax considerations may come into play in answering this question. Read more in the full article by Patricia Mertz-Esswein for Kiplinger.
NerdWallet: 4 Big Expenses You Could Face in Retirement
Modera’s Laurie Kane Burkhardt, CFP® shares her perspectives with NerdWallet on retirement costs and planning accordingly.
Tax Scams: The “Dirty Dozen” to Avoid
For some old movie buffs out there, the “Dirty Dozen” might harken back to the famous 1967 war movie. But there is another dirty dozen that requires watching and that is the Internal Revenue Service’s “Dirty Dozen” list of potential tax scams.
From Our Perspective
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