By Kevin Theissen It has been an interesting start to the year, not only for stocks, but bonds have taken a hit too, leaving investors with fewer short-term options. The Fed’s stance, interest rates, high inflation, lockdowns in China, the Russia/Ukraine […]
Tag: By Kevin Theissen
Column, Money Matters
Social Security benefits and inflation
By Kevin Theissen Inflation is all over the news and affects all of us. This includes older Americans that rely on their Social Security benefits. It’s important to know how Social Security keeps up with inflation and how the cost-of-living […]
Column, Money Matters
Bonds are safe, right?
By Kevin Theissen It may turn out that 2022 ends as one of the most volatile years for bonds in many years. The Bloomberg U.S. Aggregate Bond Index has been down nearly 10% this year. The downturn in the bond […]
Column, Money Matters
Retirement risks
By Kevin Theissen Foundationally, what most people want is to maintain their standard of living now and into the future. This is especially true in retirement which could last several decades for many. While there are multiple potential risks and […]
Column, Money Matters
How to spend (or save) your tax refund
By Kevin Theissen What are you going to do with your tax refund this year? Through the end of March, the IRS received over 81 million returns and processed just under 79 million returns. To that point, the IRS has […]
Column, Money Matters
Where’s my refund?
By Kevin Theissen The Internal Revenue Service continues to be backlogged and shorthanded—because of years of mismanagement plus Covid-19 related difficulties. As of last month, the IRS had over 20 million tax returns and correspondence waiting to be processed. Last […]
Column, Money Matters
Fed rate increases to hit the market
By Kevin Theissen Earlier this month, the Federal Reserve increased interest rates for the first time since December 2018 by 0.25%. Several more hikes are expected later this year. Fed chair Jerome Powell emphasized that he wants to see the […]
Column, Money Matters
What to do with retirement income
By Kevin Theissen Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea, but not always. A fundamental of tax planning is to put off paying taxes […]
Column, Money Matters
The Ukraine invasion has modest impact on market
By Kevin Theissen Vladimir Putin’s invasion of Ukraine may have made you feel for the suffering of the Ukrainian people – and may have made you think that the issues in America may not come close in comparison. From a […]
Column, Money Matters
Beware of these tax scams
By Kevin Theissen Each year seems to have new scams designed to steal your tax refund. Each tax season, thousands of people are victims of fraud. In these scams, fraudsters trick their victims into giving them enough information to file […]