BLOGS
FROM THE DESK OF THE CWS TEAM
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TRUSTED ECONOMIC PERSPECTIVES
Ignore the Crazy | March 13, 2023
The top tax rate on capital gains and dividends would go to 44.6% versus a current 23.8% (almost double!), the top tax rate on regular income would go to 44.0%. Taxes would go up on S Corporations, small business income, and interest income.
Hard Landing, Soft Landing, or No Landing | February 27, 2023
In the past few weeks, a growing chorus of economists and investors have decided that the pessimistic narrative had it wrong all along, that the US isn’t headed for a hard landing, which would mean a recession, it isn’t even headed for a soft landing…
Biden’s Student-Loan Fiasco
The Dow Jones Industrial Average fell more than 1,000 points on Friday, caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech to channel the ghost of Paul Volcker.
OUTLOOK
Withdrawing Your Assets: Understanding RMDs
When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions.
Will Your Money Last? Risks to Retirement Income
A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income, rising health care costs, and the uncertain future of the Social Security system.
Tax-Deferred Accounts: IRS Distribution Requirements
Tax-deferred accounts such as IRAs and 401(k) plans are excellent vehicles for saving for retirement. But the IRS imposes a number of distribution requirements that, if not met, can result in penalties.
CLIENT LETTER
Client Letter | Positivity Amidst Uncertainty | February 24, 2022
Though stocks and geopolitical worries have made 2022 get off to a rocky start, LPL Research shares why there may still be some positive news.
Client Letter | Holiday Resilience | December 2, 2021
The path back to normal has been bumpier than anticipated, but the U.S. economy continues to show some strong momentum.
Client Letter | Many Reasons to be Thankful | November 4, 2021
Although the past year and a half has tested us all, there are still many reasons to be thankful.
FINRA Resources For Investors
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