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IRS Makes Retirement Account Inflation Adjustments for 2022

Submitted by Ralicki Wealth Management & Trust Services on November 8th, 2021

This IRS issued Notice 2021-61 Thursday updating for 2022 dollar-amount ceilings and thresholds for a wide range of qualified retirement plans and accounts, including traditional individual retirement arrangements (IRAs) and Roth IRAs.

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • market commentary
  • Retirement
  • Stock market
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Weekly Market Update 11/08/2021

Submitted by Ralicki Wealth Management & Trust Services on November 8th, 2021

Another earnings season has come and gone, and this one has been stellar, with 82% of the S&P 500 companies beating expectations. Overall, profits climbed by more than 30% in the third quarter. Not surprisingly, the stock market continues to set records, with solid results boosting investor confidence.

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • market commentary
  • Retirement
  • Stock market
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Submitted by Ralicki Wealth Management & Trust Services on November 1st, 2021

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working.

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Weekly Market Update 11/01/2021

Submitted by Ralicki Wealth Management & Trust Services on November 1st, 2021

Wall Street is back to setting records. This renewed strength came after a stellar profit performance in the third quarter, in which a range of financial and industrial concerns showed notable improvement. In all, 84% of the S&P 500 companies had positive earnings surprises in the period.

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • Finanace
  • market commentary
  • Retirement
  • Stock market
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The Basics of Keeping a Balanced Investment Portfolio

Submitted by Ralicki Wealth Management & Trust Services on July 6th, 2021

Whether you’re brand new to investing or you have an established portfolio, balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like? And how do you keep your portfolio consistently balanced? Here are the dos and don’ts of balancing your portfolio and some helpful tips to potentially increase your returns. 

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Making the Most of Your Tax Return

Submitted by Ralicki Wealth Management & Trust Services on June 29th, 2021

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return. 

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  • Finanace
  • Investment Planning
  • Taxes
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Weekly Market Update 06/28/2021

Submitted by Ralicki Wealth Management & Trust Services on June 29th, 2021

The Federal Reserve is getting into position to move the goal posts. True, it doesn’t plan to shift them dramatically, but it does seem likely to do so modestly and earlier than previously thought. Heretofore, it was expected the Fed would eventually reduce its vast bond purchases.

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • Investment Planning
  • market commentary
  • Stock market
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More than Finances: The Benefits of Holistic Advice from Financial Professionals

Submitted by Ralicki Wealth Management & Trust Services on June 21st, 2021

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.

Tags:
  • Business Planning
  • Finanace
  • Investment Planning
  • Retirement
  • Stock market
  • Taxes
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Weekly Stock Market Update 06/21/2021

Submitted by Ralicki Wealth Management & Trust Services on June 21st, 2021

Inflation is heating up, with the Consumer and Producer Price Indexes surging by 0.6% and 0.8%, respectively, in May. Worse still, prices were up 5.0% and 6.6% in the latest 12 months, the former of which was the biggest uptick since August 2008, when the U.S. economy was in free fall. In all, inflation has been trending higher since January.

Tags:
  • ECONOMIC AND STOCK MARKET COMMENTARY
  • Finanace
  • Investment Planning
  • market commentary
  • Retirement
  • Stock market
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Living the Dream: How to Plan for Your Ideal Retirement

Submitted by Ralicki Wealth Management & Trust Services on June 7th, 2021

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.

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