IRS’s New Tax Brackets 2023
By Ashlea Ebeling Oct. 27, 2022 Many Americans will see their tax burden drop next year because of inflation adjustments made by the Internal Revenue Service. Some will benefit more…
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Do I Need a Financial Advisor or Should I Go It Alone?
Catherine Brock, Contributor Aug. 15, 2022 Do you need a financial advisor? The answer depends on different factors — the complexity of your finances, how comfortable you are managing investments,…
Single Life Annuity vs Joint Survivor Annuity
Should I choose a single life annuity for my pension or a joint and survivor annuity that makes payments to my spouse when I die?
Financial New Year’s Resolutions You Can Keep in 2023
By ANDREW SCHWARTZ | Reviewed by MARGARET JAMES | Fact checked by SUZANNE KVILHAUGDec. 30, 2022 It is important for everyone to reset their personal finances and their goals for…
The H Group, Inc. Winter Update
Wealth Management Team, Portland, OR Winter 2022 Scott and Linden have spent the last few months galivanting around the Sea of Cortez on the sailboat. Fred and Amy took a…
Ten trends to watch in the coming year
By Tom Standage: Editor, The World Ahead 2023 Nov. 15, 2022 After two years in which the pandemic was the force shaping the immediate future, the main driver now is…
Investment Lessons from Your Thanksgiving Turkey
Bill Stone, Contributor Nov. 21, 2022 Thanksgiving seems an appropriate time to consider the “Turkey problem” as it relates to risk management. Nassim Taleb introduced the world to the “Black…
401(k) In-Plan Roth Conversion
A 401(k) in-plan Roth conversion (also called an “in-plan Roth rollover”) allows you to transfer the non-Roth portion of your 401(k) account into a designated Roth account within the same…
The Benefits of Tax-Advantaged Savings Vehicles
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider include the potential risk, the expected rate of return, and the quality of the investment.
Fed Note: July 2022
The Federal Reserve Open Market Committee continued its aggressive tightening pace in the June meeting, by raising the key fed funds interest rate today by 0.75%—to a new range of 1.50-1.75%.