BLOGS
FROM THE DESK OF THE CWS TEAM
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TRUSTED ECONOMIC PERSPECTIVES

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.

Distorted
One thing we must remember when looking at economic data, is that everything is distorted. The US (in fact, much of the world) panicked in 2020.

Silly Season
With less than three months left before the 2022 midterm elections, it is officially silly season when
it comes to interpreting economic reports.
OUTLOOK
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.
Should You Convert to a Roth IRA?
Whether an investor benefits from converting assets within a traditional IRA to a Roth account may depend on the amount of time he or she plans to leave the assets invested, estate planning strategies, and his or her willingness to pay the federal income tax bill that a conversion is likely to trigger.
FINRA Resources For Investors
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