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third quarter review
Quarterly Review

2023 Third Quarter Review: Have We Skipped A Down Cycle?

Download the pdf copy here Executive Summary The Federal Reserve’s View Macro-Economic Perspectives FOMC September 2023 Forecasts Percent 2023 2024 2025 2026 Change in Real ...
2023 first quarter review
Quarterly Review

2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient

Download the pdf copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): Month over month real personal consumption ...
2022 Year End Review
Year In Review

2022 Year End Review: Inflation and Interest Rate Trajectory Remain in the Headlights

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In 2022, real personal consumption expenditures ...
2022 second quarter review
Quarterly Review

2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal ...
2022 third quarter review
Quarterly Review

2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real ...
Articles

2022 Year-End Tax Planning

Year-end planning can help reduce tax burden while also improving your financial picture, now and into the future.  What are the key 2022 year-end tax ...
roth ira conversion pros and cons
Articles

Roth IRA Conversion Pros and Cons

In today’s historically low tax environment, Roth IRA conversions are a popular consideration for building tax-exempt retirement savings.  But should you consider it; why or ...
retirement tax strategies for high income earners
Articles

Retirement Tax Strategies for High Income Earners

For high earners, minimizing income taxes now and into retirement can be a challenge.  Tax strategies exist that can help ease these tax burdens while ...
how does mega backdoor roth work
Articles

How Does a Mega Backdoor Roth Work?

For high-income earners, funding tax-free retirement accounts, like a Roth-IRA, may not be an option.  Enter the mega backdoor Roth; an opportunity to fund retirement ...