Blog
Webinar: State of the Market Halfway Through 2022
Inflation, war in Ukraine, and supply chain issues have produced rocky results in the market so far in 2022. We explore the trends unfolding in this webinar.
What is a Recession and Why a Recession Matters
What defines a recession? How do we know we’re in one? And what’s significant about a recession? We delve into those key recession questions.
Making Up For Lost Time: Prepping for Return to Normal Spending in 2022
Many Americans had higher levels of saving in the early stages of COVID. Here’s what to keep in mind as we return to more normal spending in 2022, dubbed the year of making up for lost time.
The 2022 Sell-Off: Making Sense of the Markets
The market weakness in 2022 has continued to accelerate, driving equity prices lower. While it may feel like a pretty extreme selloff, the S&P 500 selling off 15% is fairly normal, occurring every 2.5 years.
Are No-Fee Custodians Really Free?
In recent years, many custodians have gone away from per trade transaction costs. However, this no-fee model doesn’t mean there is no cost.
Do NFTs Get a Step-Up in Cost Basis at Death?
Both property and real estate, which are what an NFT can fall under, are eligible for a step up in basis at the date of death.
Does Cryptocurrency Get a Step-Up in Basis Upon Death?
A step up in basis means there aren’t any unrealized gains for a beneficiary to recognize at the date of death. But does that apply to cryptocurrency?
What are the Limits for My Investing and Spending Accounts?
We walk you through all the contribution limits for the main types of investing accounts – 401k, Roth IRA, HSA, etc. – in 2022.
Market Correction: What It Is and Why Market Corrections Matter
After what seems like an eternity without a market downturn, the start of 2022 is a reminder that market corrections are a normal and regular occurrence.
What is Index Investing? History, Construction, Weightings and Factors
Nate Condon explains the key components of investing in index funds, including how they’re weighted, their history, and more.
It Only Gets Harder from Here: Valuations, Bond Environment and Wage Growth
Walkner Condon’s Clint Walkner writes about the three factors that could contribute to 2022 being a challenging year for investment returns.
Reviewing Sector Performance in 2021 and Positioning in 2022
From COVID-19 to inflation, lots of factors were at play with the rise and fall of markets in 2021. Who were the winners and losers? And what’s ahead in 2022?