This is an interview that has been a long time coming! For those of you that know Ryan Triplett, he is soft spoken, brilliant, and incredibly hard working. I finally get to sit down with my friend and partner and ask him 5 questions so we can get inside the mind of a financial genius!
We just completed our 14th Annual Economic Outlook event. Our guest for a second year in row was Chris Shuba, CEO of Helios Quantitative Research. I’ve already received very kind reviews from those attending the live webinar. Included in the post is our Asset Class Returns Quilt for 2022, as well as a link to view a recording of the webinar.
We’re closing in on the end of another incredible year for stocks. In fact, 2021 is the continuation of an incredible run for stocks, producing impressive returns since the market bottomed during the financial crisis in 2009. However, there are a few strong variables that are leading financial professionals toward projecting muted returns over the next decade.
Another calendar year is passing us by with lightning speed. As we flip the calendar towards 2022, there’s still time to make a few last-minute adjustments to improve your finances. Here are 9 impactful planning ideas to consider between now and the end of the year.
You’ve been paying into the system your whole life, with a portion of each hard-earned paycheck reduced for Social Security withholding. Of course, you haven’t had a choice.. You have at least an idea of how Social Security retirement benefit work, but you’ve also heard that the whole system could soon be bankrupt. We hope to answer some of your questions in this guide to the retirement portion of the Social Security system - how it works, when to consider claiming, and whether it will even be there for you.
Many companies are experiencing record profits combined with a tight labor market. Offering a company-sponsored retirement plan can reduce income taxes for owners while providing a valuable benefit to employees. A popular 401(k) option for small and mid-size businesses is a Safe Harbor plan. The deadline for adopting a new Safe Harbor 401(k) for calendar year 2021 is approaching on October 1st.