Beyond the Bell
Predicting the Unpredictable: Market Insights for Long-Term Investors
When reflecting on the year just past, I thought I would go back and check on the market predictions from
Howe & Rusling’s Best Reads of 2024: Our Team’s Top Recommendations
As 2024 comes to a close, our team at Howe & Rusling is excited to share the books that left
Street$marts: 529 College Savings Plans–A Comprehensive Guide
When it comes to saving for college, parents and guardians often search for tax-advantaged options that offer flexibility and growth potential. One of the most popular vehicles for this purpose is the 529 College Savings Plan. Introduced in 1996, 529 plans provide families with a tax-efficient way to invest money for education expenses. In this guide, we’ll dive deep into what 529 plans are, how they are taxed, key strategies to consider, how to change beneficiaries, and how withdrawals are taxed. Personally, I’m a fan of 529 plans. I have three New York 529 plans, one for each of my three boys.
Lessons on Dying from Warren Buffett
Warren Buffett often says that he wants to be remembered as a teacher. “That would be very flattering, I would
Investment and Life Lessons from the Greats: Buffett, Munger, and Berkshire
I set a goal for myself to read more in 2024. This felt equal parts lofty (where will I find
Understanding the SECURE Act Inherited IRA Rules
How Political Change Impacts Markets (and Why It Doesn’t Define Your Portfolio)
Things I’ve Learned
Market Outlook Fall 2024
LATEST STREET$MARTS
Street$marts: 529 College Savings Plans–A Comprehensive Guide
Street$marts: Understanding Annuities–Different Types, Hidden Fees, and Tax Implications
LATEST Reports
Market Outlook Fall 2024
The outcome of the Federal Reserve’s aggressive inflation-fighting campaign launched in 2022 is coming into sharper view. Inflation has declined from a peak of over 9% in mid-2022 to 2.5%, unemployment has increased by just a small percentage and remains near the low end of its range over the last 50 years, and theU.S. economy has continued to grow. When the Fed began its inflation fight back in 2022, few economists thought such an outcome was possible, but restoration of inflation back to about 2%, low unemployment and continued good economic growth is now very much the consensus forecast.
Market Outlook Summer 2024
Market Outlook Spring 2024
Market Outlook Winter 2024
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“Read. Read all the time. Read as a matter of principle, as a matter of self-respect. Read as a nourishing staple of life.”
David McCullough
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