Quick Takes Inflation has been rising for months, and with this December’s CPI data, it has likely peaked at multi-decade highs for this cycle. The Fed had been late to acknowledge the duration and magnitude of the rise in inflation but has recently pivoted to a much...
This checklist covers many of the issues to consider during a recession or market correction. It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth Conversions and gifting strategies) as well strategies to mitigate...