US Inflation Rate & Low Interest Rates: Trouble Ahead?
May 3, 2021
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Most of the developed world has been in a low, or for that matter near 0% interest rate environment since the financial crisis back in
Investment Insights
Q1 2021 Financial Management Newsletter
April 20, 2021
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Equities benefited in January as momentum from 2020 spilled over into the new year. Unfortunately, that momentum was short-lived as February witnessed a sharp drop
Financial Planning in Vail Colorado
April 15, 2021
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Financial freedom begins with a solid foundation – a strategic financial plan. This is where many people stall due to the uncertainty of exactly how
Four key tax changes in the new pandemic relief bill
March 18, 2021
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In addition to broad relief measures, the latest pandemic relief bill (the American Rescue Plan of 2021) includes several significant tax changes. The House passed
How Much Further Will US Rates Rise?
March 4, 2021
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US Treasury yields have surged recently, buoyed by rising optimism about economic growth and rising inflation expectations. Based on our growth forecast, longer-term rates will likely rise for the next few quarters—but more slowly.
Money Management Tips and How to Save Money in your 40’s
February 10, 2021
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Finances in your 40s are a balancing act — building your retirement, saving for college, enjoying what you’ve earned. Here’s a checklist to help. During
