Category Archives: Uncategorized

More spending = higher taxes? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.1 What could those tax hikes look like? Let’s consider the possibilities. Though President Biden committed to not raising taxes on folks earningContinue reading “Higher taxes in 2022?”

So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits, jobless help, vaccine-distribution money, healthcare subsidies, and aid for struggling restaurants. What’s not inside? A higher minimum wage.  Here’s aContinue reading “Rescue bill (what’s inside)”

I hope you’re well. After months of election uncertainty, Joe Biden was inaugurated as our 46th president, bringing the peaceful transfer of executive power that defines us as a democracy. President Biden’s pen has been busy, busy, busy so let’s dive into some new policies that could impact you. Student loan freeze: The Department of EducationContinue reading “Biden’s pen (what’s in it for you)”

Does it feel like 2021 yet? The twists and turns so far make it seem like 2020 is dragging into a second season. As an American, I’m shocked and worried, and I’m wondering how political disagreements turned into excuses for violence. As a financial professional, I know that the politics, protests, and rioting in DCContinue reading “Season two of 2020?”

I’m dropping you a quick note about the new economic relief package that was just signed into law. What’s in the box? The rescue package includes:1 $600 direct payments to adults and dependent children An extra $300/week in unemployment benefits through at least mid-March 2021 $325 billion in small business aid Vaccine distribution funding FoodContinue reading “Stimulus bill (what’s inside)”

2020 has already had more twists and turns than an HBO series. And in last week’s episode, the president contracted COVID. Yikes. I did not see that coming. Did you? I’m not being flippant about the president’s diagnosis — his case is potentially serious and I wish him well in his recovery. Let’s talk aboutContinue reading “Election worries?”

Aaron Schuler, CDFA® here. I’m not writing to you about cappuccinos, champagne, or bubble bath. We’re talking stocks. You may have noticed that the shortest bear market in history is over, and markets recently hit new record highs. Will stocks keep going higher? Will they stay volatile? Is another bear market around the corner? Maybe.Continue reading “Frothy, Bubbly Stocks”

Hi All! I hope you’re well. How’s your summer? In our world, we’ve been enjoying time with the kids and visiting family. With everything going on around the world, I’m grateful that we’re safe and well. I hope you are, too. So, what’s going on with the economy? Well, hopes for the “V-Shaped” recovery economistsContinue reading “The Economy & Sharing Good News”

Life has changed; how do we adapt without losing sight of what we want to achieve? As you’ve heard me say before, no one knows how the future will play out, but we should still look ahead and think through the consequences of what’s happening. (More about this kind of second-order thinking ahead.) I believeContinue reading “Paradigm shifts (and how to keep up)”

I hope you’re safe and well. It’s been weeks since we shuttered the office and started working from home and, like many, I’m feeling the strain of upended life. How about you? Are you ready to venture out again? In this letter, I thought I’d give you a rundown of some of the latest economicContinue reading “5.4.20: The Economy & Some Virtual Fun”