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Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Market Commentary: As Anticipated, Fed Announces Another 0.75% Rate Hike

Last week was a big one for monetary policy and economic data. The Federal Reserve raised interest rates 0.75%, with unanimous agreement that higher rates were required to bring inflation under control. In his press conference, Fed Chair Jerome Powell announced the Fed was becoming more dat …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  

Roth Conversions

Roth IRAs are a great tool that allows an investor to create assets that will not be taxable in the future.  Imagine if the bulk of your investable assets were positioned for you and potentially the next generation where no one would have to pay taxes again, powerful stuff.  One of the issu …

Booky Call with Brant Menswar, Episode #91

Brant Menswar is the CEO and Founder of Booky Call, a best-selling author, and speaker. Brant is a retired rockstar with 20 years of experience in entertainment who doubles as a book marketing genius. He was named one of the country’s “Top 10″ motivational speakers. His books and Top …

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