Wealth Management Educational Articles
Will inflation hurt stock returns? Not necessarily.
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.
Stay the course during uncertain times
Russia’s large-scale invasion of Ukraine is one of the most significant geopolitical events in decades. Our thoughts go out to the countless innocent people who are impacted by this attack.
Most retirees must take required minimum distributions by Dec. 31
The Internal Revenue Service (IRS) recently reminded retirement plan participants and individual retirement account owners that payments, called required minimum distributions, must usually be taken by Dec. 31.
IRS announces 401(k) limit increases to $20,500
The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased to $20,500, up from $19,500.
Third quarter 2021 market perspective
During the third quarter, global stock markets retracted slightly, reversing the trend from the previous quarter. Politics and global affairs were front and center in September as the uncertain future of Chinese real estate group Evergrande sparked concern among investors internationally, and the continued debate in Congress over raising the U.S. federal debt ceiling caused apprehension in markets at home and abroad.
Downshift your worklife to improve Return On Life (ROL)
3 reasons why reducing your work hours could help to ease your transition into retirement – prepare your retirement budget, adapt your money mindset, experiment with your schedule.
Prioritize your money and your life with these key questions
One reason many people feel uncomfortable about their financial future is they have not developed a financial vision for themselves. Not having a plan can adversely affect how individuals spend or save their money.
Does federal debt mean disaster for your portfolio?
Is the federal government debt, which reached a record $28 trillion in March, a potential warning sign? You might hear pundits and colleagues suggesting that this spells doom for the stockmarkets and your portfolio. Before making any rash decisions, let’s examine the relationship between federal debt and stock market performance.
KAM named one of the best financial advisors in Nashville
Kraft Asset Management (KAM) was recently chosen as one of the Top 12 Best Financial Advisors in Nashville and Memphis, Tennessee for 2021-2022 by Advisory HQ and also earned the website’s much coveted 5-star rating.
The State of Your Estate Plan in Light of Proposed Tax Legislation
View our webinar recording for the an update on proposed tax legislation along with suggested next steps to ensure your estate doesn’t become a casualty of increased taxes.
Small cap and value stocks have rebounded. What’s next?
After a prolonged period of relative underperformance, small cap and value stocks have rebounded. Can we expect these asset classes to continue to outperform going forward?
It’s always a “good” time to invest for the long-term
Concerns about market downturns certainly come as no surprise, but the timing around when to invest in the stock market should be governed by a holistic plan anchored to your goals that considers a wide range of potential market outcomes.