FROM THE DESK OF ANDRÉS
Articles

Rate Hike Served Dual Purpose
Amid growing concerns about U.S. financial system stability, the Federal Reserve (Fed) continued pursuing its inflation-fighting mandate…

U.S. Markets Open Little Changed Following Last Week’s Market Volatility
The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year…

FDIC insurance: Are YOUR Bank Deposits Protected?
Given the news of the failure of Silicon Valley Bank (SVB) last week, I thought it good to review how the FDIC (Federal Deposit Insurance Corporation) insurance works to protect your bank accounts. FDIC insurance applies to accounts held at FDIC-insured banks only....

What You Need to Save to Retire Well
One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire?” This calculation has many moving parts but I thought today we could give you a chart with some general rules of thumb…

Get Triple Tax Benefits
A health savings account (HSA) may be the best tax benefitable tool you can use. Maximizing an HSA for health care expenses: Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it…

Investing in 2023: Make Dividends a Bigger Part of Your Portfolio
During the recent bull market, investors had to get one thing right: Recognize that leading U.S. internet companies with strong growth potential could generate the greatest returns…

Secure Act 2.0. Did We Mention Tax Credits?
A few weeks ago we mentioned the recently enacted tax bill called the Securing a Strong Retirement Act 2022, otherwise known as “SECURE 2.0 Act.” or “SECURE Act 2.0”. It addresses many beneficial changes as we all plan for our retirements…

Investor or speculator? Which are you?
Reading this weekend’s WSJ, I came across an article about “ Amateur Investors ” (WSJ Subscription needed). What I discovered was these “investors” were actually speculators (some may call them gamblers).

Beware Spear-Phishing Attempts
Last week, Marketing Director Theresa received the text message above. Problem was – it wasn’t me! This was likely an attempt at spear-phishing (click link for info on spearfishing).The culprit likely got our info from either our website or from LinkedIn – these...

It’s Not Clear the Economy is Headed Toward Recession Just Yet
With a still-tight labor market and expectations for rising real income in the coming months, it’s not clear the economy is headed towards recession just yet.
Tax Ideas
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