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The Social Security Administration Announces 2022 COLA

By kyle | October 14, 2021 |

5.9% is the biggest COLA increase in decades.     On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent…

4th Quarter Market Outlook

By kyle | October 12, 2021 |

After almost 211 days without a correction of any kind, markets finally took a break here in September. Political tensions/drama, continued supply chain challenges, and the rising cost of energy…

Weekly Economic Update 10/4/2021

By kyle | October 4, 2021 |

In this week’s recap: Stalemate in the Capitol; Powell says inflation may stay longer than expected. Weekly Economic Update   October 04, 2021   THE WEEK ON WALL STREET Higher…

Mixed Signals on Inflation

By kyle | August 18, 2021 |

Mixed Signals on Inflation What to know as markets look forward.   Are you having a tough time keeping track of inflation’s mixed signals? You’re not alone.   Consumer prices…

Potential Expansion of the SECURE Act in the Works

By kyle | June 11, 2021 |

Some potential benefits of the Securing a Strong Retirement Act.   Kyle Boston   Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to…

Cryptocurrency in Everyone’s Portfolios?

By kyle | June 2, 2021 |

Cryptocurrency in the Institutional Space Kyle Boston, Vice President First Coast Financial Group   The crypto-craze has reached far and wide at this point in time. With the SEC on…

Inflation Concerns Mounting: Buffett and Powell Talk Inflation

By kyle | May 12, 2021 |

The Oracle of Omaha and the Fed Chair seem to be at odds.   What does it mean when two of the most powerful voices in American financial life seem…

“Green Shoots” in the Economy

By kyle | April 22, 2021 |

Some examples to consider.    Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks.   Retail sales…

Paying for the Infrastructure Bill

By kyle | April 12, 2021 |

The proposal does not yet include any new taxes on individuals.     President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2…

The IRS Extends Additional Tax Deadlines for IRAs, HSAs, and More

By kyle | April 1, 2021 |

The IRS Extends Additional Tax Deadlines What to know about your IRA, HSA, and more.     Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing…

IRS Delays Tax Filing, Payment Deadlines

By kyle | March 24, 2021 |

The new deadline is May 17, 2021.   Provided by Kyle Boston   Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing…

The New Inherited IRA Rules

By kyle | February 25, 2021 |

Do you know what has changed for I.R.A. beneficiaries?   Provided by Kyle Boston   New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up…