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January Market Commentary: The Fed Goes Meta

Submitted by Sound Foundation Wealth Advisors on January 10th, 2023

 

Jan 09

December Recap and January Outlook

 

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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.

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Making the Retirement Leap in 2023

Submitted by Sound Foundation Wealth Advisors on December 28th, 2022

Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals.

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Managing Your Stock Options During a Transition

Submitted by Sound Foundation Wealth Advisors on December 12th, 2022

 

 

Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture results in your firm downsizing?

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December Commentary: The Predictive Limits of Data

Submitted by Sound Foundation Wealth Advisors on December 8th, 2022

 

November Recap and December Outlook

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401(k) Plans Aren't Just for Retirement, But Starting Early Matters

Submitted by Sound Foundation Wealth Advisors on November 30th, 2022

 

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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.

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Democrats Overperform

Submitted by Sound Foundation Wealth Advisors on November 14th, 2022

The 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.

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Beware Gridlock Rally

Submitted by Sound Foundation Wealth Advisors on November 7th, 2022

Election 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%).  

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Budget Sugar High

Submitted by Sound Foundation Wealth Advisors on October 31st, 2022

After 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.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of AK, AL, AR, AZ, CA, CO, FL, GA, ID, LA MA, ME, MI, MN, MO, NC, NJ, NM, NV, OH, OK, TN, TX, VA, VT, & WA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Sound Foundation Wealth Advisors and Cambridge are not affiliated.

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