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Outlook for 2022

Outlook for 2022 It’s a new year, full of new possibilities for what may lie ahead.  By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again in the...
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When Bad News Is Good News

When Bad News Is Good News A surprising reaction to tapered bond purchases? Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. At its November meeting, the Fed outlined its plan to taper monthly bond purchases, which will...
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Are Your Taxes Going to Change?

Are Your Taxes Going to Change? Wise investors take the “big picture” view. Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working Families. Regardless of what name you’ve...
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Life Insurance with Extended-Care Riders

Life Insurance with Extended-Care Riders As conventional extended-care policies grow costlier, alternatives have emerged. The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be particularly challenging if you’re in a high-risk...
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A 6.1% Bump in Social Security?

A 6.1% Bump in Social Security? COLA and Social Security. The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983. It’s all about inflation. Social Security cost of...
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The Fed Acknowledges Inflation

The Fed Acknowledges Inflation As inflation climbs, the Fed reacts. At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%, up from its March projection of...
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