January 2024 Newsletter Topics

 Click on one of the newsletter topics below to read the article in its entirety.

Newsletters 

• Bear Market Emotions: Strategy vs. Reaction

  Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

• The Inflation Experience is Painful – and Personal

  This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.

• Are You Eligible for Any of These College-Related Federal Tax Benefits?

  College students and their parents need all the help they can get when paying for college or repaying student loans. This article explains three federal tax benefits that could take some of the sting out of expensive college costs.

• Much Ado About RMDs

  This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

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