What’s Traction Reading? September 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: First Trust Portfolios – Fiscal Madness This economic update (Fiscal Madness), from the First Trust economic team nails it! They share some interesting […]
What’s Traction Reading? August 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Kiplinger – Financial Planning for Small Business Owners As a business owner that comes from a long line of entrepreneurs, I have always […]
What’s Traction Reading? July 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: First Trust – Still Overvalued We continue to appreciate Brian Wesbury and his weekly economic commentary! He continuously makes sense of the economy […]
What’s Traction Reading? June 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: First Trust – The Fed Is All Mixed Up It’s still about the money as Brian Wesbury, chief economist from First Trust articulates […]
What’s Traction Reading? May 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: Moody’s Analytics – What’s the Real Situation with CRE and Banks: Doom Loop or Headline Hype? With bank failures and solvency questions still […]
What’s Traction Reading? April 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: The Kiplinger Tax Letter We just passed the S Corp filing deadline of March 15 and we are quickly approaching the Federal and […]
What’s Traction Reading? March 2023
Join us for the next edition of our monthly series where each of our team members at TFP share something their reading that we think you might enjoy too. Bob Heykoop’s Choice: First Trust Portfolios Data Watch – February ISM Manufacturing Index Once again we are seeing signs of economic contraction with the ISM Manufacturing […]
History of U.S. Bear & Bull Markets
In the last few years we’ve seen both bull and bear markets. Check out the resource below from First Trust to see a historical look at average length and returns on the S&P 500 during this period. Having trouble with the image above? Click the link below for a PDF version. History of U.S. Bear […]
2023 Retirement Plan Contribution Limits
The IRS has raised contribution limits on 401(k)s and most other retirement plans in 2023. Our Head of Financial Planning, Drew Barnes, CFP® provides the updated limits. Be sure to reference the attachment that details all of the pertinent increases for 2023 contribution limits. The opinions expressed in this program are for general informational purposes […]
What Does Inflation Mean for Equities
At the moment, inflation is probably the hottest topic when it comes to the economy. While it started to percolate last spring, the U.S. really started to see inflation heat up in the second half of 2021 and thus far, it has only continued to accelerate in 2022. January brought us the fastest annual pace […]