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Annual Tax Guidance

2021 Tax Guide
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Sunday Evening Thoughts

My Latest Views on Taxes

Capitol Hill is producing more drama than Hollywood and not in a good way, but I guess this is what we've come to expect over the years. We've got bold statements, ultimatums, cliff-hangers, and confusing sequels.  We've even got folks paddling up to Senators' party...

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Storms Ahead?

The stock market got a little crazy last week. Is a storm coming? Let's take a look at what's driving markets right now. (Scroll to the end if you just want my takeaways.) A few things are driving the market volatility: Fears of a financial crisis in China. China's...

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Sunday Evening Thoughts +9 Weeks

Dear Clients and Friends,                                                                                                                                      May 18, 2020 Release the Hounds Spring has sprung, spring-fever, cabin-fever, whatever you want to call it or...

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Weekly Economic Update

June 27, 2022

Weekly Market Insights Presented by Ftacek Financial Services, Inc. Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns. The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed...

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June 21, 2022

Weekly Market Insights Presented by Ftacek Financial Services, Inc. Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500...

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June 13, 2022

Weekly Market Insights Presented by Ftacek Financial Services, Inc. A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week. The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped...

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Economic Update

Q4 – 2021

In this Q4 recap: U.S. economy confronts a new COVID-19 variant amid continuing inflation and supply chain bottlenecks. Europe institutes new social restrictions in response to a surge in Delta and Omicron variant infections. Investors turn cautious as uncertainties...

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Q3 – 2021

In this Q3 recap: U.S. economic growth slows in the face of Delta variant headwind. Europe’s economic outlook remains positive. Stocks retreat from record highs; confront a bevy of challenges. Quarterly Economic Update A review of Q3 2021, Presented by Ftacek...

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Q2 – 2021

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record highs, face new interest rate and inflation landscape. Quarterly Economic Update A review of Q2 2021, Presented by Ftacek Financial Services,...

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Retirement InSight

January 2022

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - January 2022 QUOTE OF THE MONTH “We contain all the ages we have ever been.” ANNIE LAMOTT HOW MUCH WILL SAVING AN EXTRA $1K EACH YEAR HELP YOU? Did you ever wonder what might...

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December 2021

Monthly News and Information for Current and Future RetireesPresented by Ftacek Financial Services, Inc. - DECEMBER 2021 QUOTE OF THE MONTH “Often when you think you're at the end of something, you're at the beginning of something else.” FRED ROGERS WHEN YOU ARE...

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November 2021

Monthly News and Information for Current and Future Retirees Presented by Ftacek Financial Services, Inc. - NOVEMBER 2021 QUOTE OF THE MONTH “The possible’s slow fuse is lit by the imagination.” EMILY DICKINSON IF THE SECURE ACT 2.0 BECOMES LAW, WHAT CHANGES? When the...

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Articles

Bear Market

I'm dropping you a quick note to talk about what's going on within the markets. Well, it happened. Like suggested in our earlier letters regarding continued market volatility this year, markets continued their wild ride, and here we are. Stocks slid into bear market...

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It’s going to be OK…

The last few weeks (and months) of volatility have told us that we're sailing in stormy waters. This is a quick note to tell you that it's going to be OK. A few things I'd like you to keep in mind right now: "Unprecedented" events can happen much more often than we'd...

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Stagflation Worries…

Markets blessed us with another burst of volatility last week and headlines are looking apocalyptic again and this is good news. Why? There's an old saying on Wallstreet, "When Time Magazine recognizes the Bear Market on its cover, it's time to buy." Loosely...

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