Blog
SECURE 2.0 Act Enhancements Across the Retirement Continuum
Submitted by Sound Foundation Wealth Advisors on January 3rd, 2023
It’s not the most imaginatively named legislation, but the SECURE 2.0 Act expands the 2019 SECURE Act to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial journey, with a provision to enhance or facilitate saving and investing for almost everyone.
Making the Retirement Leap in 2023
Submitted by Sound Foundation Wealth Advisors on December 28th, 2022Managing Your Stock Options During a Transition
Submitted by Sound Foundation Wealth Advisors on December 12th, 2022December Commentary: The Predictive Limits of Data
Submitted by Sound Foundation Wealth Advisors on December 8th, 2022401(k) Plans Aren't Just for Retirement, But Starting Early Matters
Submitted by Sound Foundation Wealth Advisors on November 30th, 2022
Inflation has Tax Impacts, Too
Submitted by Sound Foundation Wealth Advisors on November 22nd, 2022
Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have skyrocketed. The Federal Reserve is attempting to lower inflation by using the bluntest tool in its arsenal – raising the key short-term interest rate.
Democrats Overperform
Submitted by Sound Foundation Wealth Advisors on November 14th, 2022The Democratic Party substantially beat expectations on Tuesday, already having clinched control of the US Senate for the next two years and, for now, hanging on to a (very slim) possibility of keeping control of the House of Representatives. If they win the Georgia run-off in early December, their Senate majority will be one seat larger than it was for the past two years.
Beware Gridlock Rally
Submitted by Sound Foundation Wealth Advisors on November 7th, 2022Election day is tomorrow and will bring results for key Senate, House, and Governors races from all around the country, plus local legislative races and more. For the federal races, our projection is that the Republicans are essentially a slam-dunk to take back the House of Representatives (98% likely) and very likely to take back the Senate (about 80%).
Budget Sugar High
Submitted by Sound Foundation Wealth Advisors on October 31st, 2022After nearly three years of the economic and financial market distortion due to COVID lockdowns, money printing, and massive government borrowing, some of these distortions are subsiding. For example, the federal budget deficit in FY2021 was $2.78 trillion, but for FY2022 (which ended on 9/30), it fell to $1.375 trillion.