by Asset Strategy | Oct 11, 2023 | Financial Planning, Investopedia
KEY TAKEAWAYS Stocks and government bond prices have both tumbled in recent months, an unusual phenomenon, as the Fed’s rate hikes have led to a dislocation in capital markets. Stubbornly high inflation, coupled with stronger-than-expected economic activity...
by Asset Strategy | Sep 27, 2023 | Financial Planning, Investopedia
Protecting Your Finances From Stagflation A sound, long-term financial plan is the best way to protect your finances from stagflation. If you have been living within your means, stagflation should have no major impact on the way you live your life. When stagflation...
by Asset Strategy | May 31, 2023 | Investing, Investopedia
Health Savings Accounts (HSAs) and 401(k) plans are offered by many employers in the United States. Both HSAs and 401(k) plans can offer tax benefits, but these two types of accounts have distinct purposes and rules. What is the difference between your HSA and your...
by Asset Strategy | May 17, 2023 | Investopedia, Social Security
Every October, the U.S. Social Security Administration (SSA) announces its annual changes to the Social Security program for the following year. For 2023, the changes consist of an 8.7% cost-of-living adjustment (COLA) to the monthly benefit amount, an increase in the...
by Asset Strategy | Jan 25, 2023 | Investopedia, Retirement, Retirement Planning
When you change jobs, you generally have four options for your 401(k) plan. One of the best options is doing a 401(k) rollover to an individual retirement account (IRA). The other options include cashing it out and pay the taxes and a withdrawal penalty, leave...
by Asset Strategy | Sep 14, 2022 | Financial Planning, Investopedia, Private Wealth Management
Investopedia How should interest rate changes affect your decision to refinance? That, of course, depends on the interest rate you are currently paying on your mortgage. Even in times of rising rates, an older mortgage could still have a higher interest rate than...
