FILTER ARTICLES
Soft landings require skill; Is the Fed instrument-rated?
Soft landings require skill; Is the Fed instrument-rated?

Soft landings require skill; Is the Fed instrument-rated?

April 21, 2023 / Warren Hurt

There is a reason the soft-landing metaphor is used to describe ideal Fed inflation-fighting policy …

Savings Community Retirement
What is Inflation?
What is Inflation?

What is Inflation?

April 07, 2023 / Joel Huffer

If you watch the news, you certainly have heard the word “inflation.” But what is it, and how does it affect the average consumer…

Community Retirement Savings Buying a Home
With recession possible, should I review my portfolio?
With recession possible, should I review my portfolio?

With recession possible, should I review my portfolio?

April 03, 2023 / The Merrill Anderson Company

I’m worried that we might be looking at a recession in 2023. What do you think? Should I be doing something with my portfolio…

Retirement Community
Required Minimum Distributions in 2023
Required Minimum Distributions in 2023

Required Minimum Distributions in 2023

March 20, 2023 / The Merrill Anderson Company

The age at which Required Minimum Distributions (RMDs) from qualified retirement plans must begin was lifted from 72 to 73, effective in 2023…

Savings Retirement Community
Can inflation be contained and are higher interest rates here to stay?
Can inflation be contained and are higher interest rates here to stay?

Can inflation be contained and are higher interest rates here to stay?

February 16, 2023 / Warren Hurt

It has become clear that inflation is not as “transitory” as the Federal Reserve originally believed.  In reaction to persistent inflation…

Retirement Savings Community
Investing Retirement Funds in Bitcoin Seen as Risky
Investing Retirement Funds in Bitcoin Seen as Risky

Investing Retirement Funds in Bitcoin Seen as Risky

February 10, 2023 / The Merrill Anderson Company

In 2022, Fidelity Investments made news with the announcement that they would make investing in the digital currency Bitcoin one of the investment choices available to 401(k) plan participants…

Retirement Community Savings
Annual Big Game Predictor 2023
Annual Big Game Predictor 2023

Annual Big Game Predictor 2023

February 07, 2023 / Warren Hurt

Once again, it’s time to roll out the much-anticipated Super Bowl Stock Market Forecast. As some of you might remember, Robert Stovall, an equity analyst for EF Hutton, published a bizarre statistical anomaly…

Savings Retirement
Charitable Giving; A donor-advised fund offers tax benefits
Charitable Giving; A donor-advised fund offers tax benefits

Charitable Giving; A donor-advised fund offers tax benefits

January 20, 2023 / The Merrill Anderson Company

Taxpayers generally welcomed the rough doubling of the standard deduction in the 2017 tax reform legislation. One group that was worried about unintended side effects of the change…

Savings Retirement Community
Social Security COLA Increase is Biggest Since 1981
Social Security COLA Increase is Biggest Since 1981

Social Security COLA Increase is Biggest Since 1981

December 08, 2022 / The Merrill Anderson Company

The Social Security Administration has announced an 8.7% benefit increase for 2023, based upon inflation for the 12 months ending September 30, 2022.…

Community Savings Retirement

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