News and Commentary

Relatable Finance Podcast Episode 119: Special Guest Sia Nejad joins Relatable Finance Podcast

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Posted on February 14, 2023 by

Sia Nejad joins the finance guys in discussing how fantasy sports and online gambling have grown considerably in recent years. Changes in regulation at the Federal and State level, coupled with the increased connectivity of mobile devices have opened the door to considerable growth in recent years. And with overwhelming amounts of information, parallels can […]

2023 Market Outlook by Joseph Karl, CFA®

Posted on February 09, 2023

Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine. This amplified inflationary pressures, prompting central banks across the globe to raise rates at the […]

Assessing Long Term Care Insurance Options by Scott Montgomery

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Posted on February 05, 2023 by Scott Montgomery

When most people think of retirement, they imagine spending their time traveling and pursuing hobbies and activities that bring them joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance of this reality, […]

Secure Act 2.0 Brings Big Changes to Retirement Plans in 2023 By Olga Ismail

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Posted on February 01, 2023 by Olga Ismail

The beginning of a new year often comes with many changes. For 2023, some of the most significant transformations are occurring in the retirement industry, thanks to the recent passage of the SECURE Act 2.0. While some of the new law’s provisions will not take effect until future years, others will need to be addressed […]

There is Still Time for Trusts to Reduce 2022 Tax Liabilities By Robert Mark Weiss, CFA

Posted on January 24, 2023 by

Although 2023 is well underway, certain calendar-year trusts and estates still have a small window of opportunity to reduce their 2022 income tax liabilities and those of the trusts’ beneficiaries provided they act before March 6, 2023. Under a special IRS rule, trustees have 65 days after the start of a new year to distribute […]

Staggered Retirement Requires Married Couples to Plan Carefully By Lee F. Hediger

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Posted on December 15, 2022 by Lee Hediger

Spouses saving for an eventual retirement during their working years often have different timelines for leaving the corporate world behind. While a difference in retirement dates can eliminate one income stream and help couples ease slowly into their golden years, careful planning can help ensure their financial goals stay on track. Following are three tips […]

Relatable Finance Podcast Episode 115: Too Good To Be True

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Posted on December 13, 2022 by

In this episode, the relatable finance guys discuss different financial situations that may fall under the too good to be true category. They identify real world examples and potential future investment strategies that should considered with caution. They also go through a framework of how to approach these situations and the extra due diligence that […]

7 Year-End Strategies for Retirement Savers By Kathleen Marteney, CRPC®

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Posted on November 10, 2022 by Kathleen Marteney

With the end of the year around the corner, you have a limited amount of time to maximize your retirement savings opportunities in the most tax-efficient manner. Following are some steps to consider taking before December 31. Max out your contribution to a workplace 401(k) retirement plan. For 2024, the maximum amount you may defer […]

Relatable Finance Podcast Episode 113: Pursuit of Happiness

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Posted on November 08, 2022 by

In this episode, the relatable finance guys look at studies that tie rising income to increased happiness but only to a certain income threshold. They then give six financial tips you can use to improve your financial lives.

Relatable Finance Podcast Epsiode 112: Impact of Fed Rate Hikes on the Global Economy

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Posted on October 25, 2022 by

The Fed has been pulling away much of the stimulus provided during the pandemic in an effort to help quell inflationary pressures. While these efforts will slow the U.S. economy, they also create challenges for international economies given the dollar role as the worlds reserve currency. In this episode, the finance guys explore some of […]

Investing is no Place for Emotions and Knee-Jerk Reactions By Scott Montgomery, CLU, ChFC

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Posted on October 20, 2022 by Scott Montgomery

The equity markets provide investors with opportunities to build wealth, but not without risks. Before putting any money into the public markets or any investment vehicles, you should take the time to consider your long-term goals, risk tolerance and time horizon. When these factors are accounted for in a well-thought-out strategy, you may be better prepared […]

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