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Will the January Barometer Come Through?

Will the January Barometer Come Through?

A positive January has historically been a bullish sign for stocks. Yale Hirsch, creator of the “Stock Trader’s Almanac”, first discovered this seasonal pattern back in 1972, which he called the January Barometer and coined its popular tagline of ‘As goes January, so goes this year.’

IRS Announces New 2024 Income Tax Brackets

IRS Announces New 2024 Income Tax Brackets

It is crucial for individuals to engage in strategic tax planning with their financial professionals, particularly considering the changes to the standard deduction and tax brackets for the year 2024. These modifications, affecting filers who do not itemize their...

Protect Yourself From Tax Identity Theft as You Approach Retirement

Protect Yourself From Tax Identity Theft as You Approach Retirement

Tax identity theft is a serious type of fraud that affects individuals of all ages and stages of life. To steal a person's tax identity, a scammer uses that person's Social Security number and other personal and financial information to fraudulently file a tax return...

Will Shipping Disruptions Alter Fed Plans?

Will Shipping Disruptions Alter Fed Plans?

Shipping disruptions in the Red Sea could temporarily impact goods prices but not at the same magnitude as during the pandemic. Tight financial conditions, slowing economic growth, and a disinflationary trend all support the Federal Reserve’s (Fed) pivot away from tightening monetary policy to easing in the new year.

Four Financial Lessons To Learn From Dr. Martin Luther King, Jr.

Four Financial Lessons To Learn From Dr. Martin Luther King, Jr.

Although Dr. Martin Luther King Jr. is known for his role in the American Civil Rights Movement and advocacy for nonviolent protests, a deeper examination of his life offers several valuable financial lessons. From fiscal responsibility to estate planning to the value...

2024 Challenge of 401(k) Catch-Up Contributions

2024 Challenge of 401(k) Catch-Up Contributions

Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the retirement landscape, others have sparked confusion and concern,...

China 2024 Faces Demanding Economic Challenges

China 2024 Faces Demanding Economic Challenges

As China emerged a year ago from the shadow of the stringent zero COVID-19-related measures that all but shut down its economy for over two years, much was expected in terms of its economic growth prospects. There were numerous reports suggesting the world’s second largest economy would ignite a bout of inflation as its industrial base would require vast quantities of commodities to power a newly energized China.

5 Financial Bad Habits to Cut This Year

5 Financial Bad Habits to Cut This Year

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve implemented this advice and still aren’t getting ahead? Here are...

Ringing in the New Year in Your Golden Years

Ringing in the New Year in Your Golden Years

Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential. So why not use the New Year’s holiday to turn these goals into resolutions you will work on for the upcoming year?

Key Equity Themes Underlying U.S. Stock Market Outlook for 2024

Key Equity Themes Underlying U.S. Stock Market Outlook for 2024

Following the Federal Reserve’s (Fed) aggressive rate-hiking campaign in 2022 and 2023, stocks are entering a phase in which the market narrative is focused on interest-rate stability — as inflation, we believe, comes down further. Low and stable interest rates should...

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