Understanding The Social Security Fairness Act
One of the cornerstones of American retirement got a slight facelift recently when Congress passed the Social Security Fairness Act and President Biden signed the act into law on January 5th of this year. The Social Security Fairness Act benefits nearly 3 million public sector employees who previously received
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to what awaits in the new year. There was a lot to digest and discuss in 2024, and 2025 promises to reveal its own twists and
Republicans Or Democrats? Who Is Better For The Stock Market?
The eyes of the nation are focused on November 5th, 2024, as another Presidential Election draws near. Between now and election day, you are likely to encounter dozens of opinions and predictions about the outcome of the election and its impact on the economy, financial markets, and other important matters.
What Does the Federal Reserve’s Rate Cut Mean for You?
On September 18th the Federal Reserve lowered its overnight borrowing rate by 0.50% signaling that the Fed believes that inflation is moderating, and the labor market is cooling. Many investors and economists alike were anticipating the Federal Reserve’s first rate cut since 2020, but many were surprised with the size
Are You Ready For Tax Armageddon?
“This is going to be Tax Armageddon. It’s time to suit up,” Virginia Democratic Senator Mark Werner recently told Bloomberg News. “The main goal here is this can’t just be a debate about the 2017 tax cuts.” Other Senate Democrats have echoed similar sentiments. Senator Elizabeth Warren of Massachusetts said
Active Managers Fail Again
The narrative for fund managers has been that 2024 is a stock-picker’s market. The traditional school of thought has been that active managers should excel when the gap beteen winners and loser is wide like we have seen in the early months of 2024. Either the narrative is wrong, or
Are You Sitting On A Tax Time Bomb?
“What is the difference between a taxidermist and tax collector? The taxidermist only takes your skin.” Mark Twain In our hyper-politicized social climate few sentiments unite Americans like the desire to pay the least amount of taxes possible. This feeling is echoed among millions of Americans every April when our
Where is Your Margaritaville?
Over Labor Day weekend 2023 Jimmy Buffett, one of America’s most beloved and iconic entertainers, passed away at the age of 76. Best known for his 1977 hit single “Margaritaville,” Jimmy Buffett parlayed his Caribbean beach bum song stylings into an unrivaled entertainment and business empire. Over the course of
Who We Serve and How We Can Help
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ In today’s unpredictable financial environment, finding the right financial advisor can be challenging—but not impossible. Whether you do your research online, ask for recommendations from friends or trusted advisors, or both, the amount of choices to sift through can be mind-boggling. It has gotten
See a Sample Financial Plan from Bollin Wealth Management
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ We live in a data-driven world. No doubt about it. Anything and everything you could want to know is just a tap or a click away. But unless you’re experienced at collating pertinent data, your quest for a customized answer is often lost in
VIDEO: Happy Thanksgiving! Here’s What We Are Grateful For
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ At certain times of the year, or when certain events occur, we are reminded of how blessed and fortunate we are, and we are compelled to give thanks. November is one of those times of the year when, as a nation, we set aside