By Justin Pawl, CFA, CAIA, CFP®
Supply shortages and higher prices are an unwelcome aspect of the Great Re-Opening.
5- Minute Huddle: Closing’s Easier Than Reopening
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Investing
Major Tax Changes In 2021?
John Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA® joins Karl Eggerss this week to discuss all the tax proposals floating around and how it might impact your investments and your estate.
Why Lumber Prices Are Through The Roof
Lumber prices have more than quintupled since the spring of 2020. Karl Eggerss speaks to some of the reasons why on this CBS Interview.
5-Minute Huddle: Real Estate To Cap Bond Yields?
By Justin Pawl, CFA, CAIA, CFP® I’m trying a slightly different format. More detail about the market moving and key economic events from the prior week, plus a deeper dive into a specific topic or two. Let me know if you like it, hate it, or don’t read this blog ....
How Much Risk Do You Need To Take?
Deciding on a portfolio allocation is about your willingness and your ability to take risk. But, there is a little more to it than that. On this podcast, Karl explores some things to think about when it comes to building the proper portfolio.
Capital Gains Taxes And Your Money
On this podcast, Karl discusses the news that moved the market this week. Capital gains taxes stole the headlines. But, does it matter? Karl answers that on this episode.
A Simple Way To Stay Disciplined
The financial markets continue to move and with that investors may have a portfolio that doesn’t match their goals. Karl Eggerss was on the Trey Ware Show discussing a simple technique for staying disciplined.
5-Minute Huddle: Too Quiet?
Justin Pawl, CFA, CAIA, CFP® Last Week Today. After reports of patients' blood clots, J&J halted the distribution of its Covid vaccine in the US and postponed the rollout in Europe. | Cryptocurrency trading platform Coinbase went public with its valuation briefly...
5-Minute Huddle: Re- or In- “flation”
By Justin Pawl, CFA, CAIA, CFP® Last Week Today. The International Monetary Fund (IMF) upped its 2021 global growth forecast to 6% (highest since 1980). | Somehow, Treasury Secretary Yellen convinced the IMF to argue for a minimum global corporate tax rate,...
3 Ways To Empower Kids About Money
Since kids don’t get enough financial education in school, it’s our responsibility to teach them ourselves. Here are some easy ways to get started.
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