In the intricate dance between politics and finance, one persistent notion has taken center stage – the belief that presidential election years bring about heightened volatility in the stock market. While it’s true that elections…
Read More
Tax Survey, Contribution Limits for 2023, Market Update, and Fun Retirement News
This post is a transcription from a video I recorded. You can watch the video by clicking here. We just finished our fall reviews and had a great time catching up with everybody, hearing about your…
Read More
What Does Higher Interest Rates Mean For My Portfolio
This month’s blog post is the transcript from a video we recorded and sent to client’s on September 22. You can watch that video by clicking here. The federal reserve raised interest rates again this month…
Read More
Debt Ceiling “Debate”
I want to address the debt ceiling charade debate that’s currently going on. If Congress doesn’t get their act together and we default on our debt, it would be absolute chaos. Over the past month…
Read More
May in Review & Update on Income Note
Kevin Michels, CFP®, EA Our client-wide Zoom call a couple weeks ago was focused on having the right perspective. The market is volatile and random day-to-day, week-to-week, month-to-month, and even year-to-year. However over 10, 15,…
Read More
Structured Income Notes to Combat Inflation
With inflation continuing to tick higher, expected interest rate hikes, and low bond yields, we’ve been in search of an alternative investment that will provide better returns than bonds without the full risk of stocks….
Read More
Get Your Backdoor Roth IRA Contributions Done!
Last year, President Biden introduced the Build Back Better Plan, a gigantic investment in COVID-19 relief, social services, welfare, infrastructure, and climate change. To pay for the plan, many tax law changes were proposed to…
Read More
Meet Our Intern – Isaac Howells
Giving back to the financial planning industry is something we’ve always valued at Medicus. Each year we hire a paid intern for two weeks to shadow one of our advisors and learn the ins and…
Read More
How Will The New Tax Bill Affect You?
The House Ways and Means Committee recently proposed new tax legislation as part of President Biden’s “American Families Plan”. There are a lot of proposals in the bill, but we’ll focus on the parts that will affect…
Read More
Maximizing Your Charitable Tax Deductions Using a Donor Advised Fund
Charitable donations are one of the most popular tax deductions taken on a tax return. Not only are you helping others in need, but you receive a nice tax benefit as well that “recoups” a…
Read More