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Archive of Situation Analysis Articles
- How Will Inflation Impact Your Holiday Spending?
Your holiday budget may not go as far as it did in the past. The key is making wise choices. Here are some tips for making it possible to keep your budgets from breaking.... more
- Medicare Costs are Coming Down (Slightly), and Other Changes for 2023
Medicare’s open enrollment period is an excellent opportunity to look around to see if other plans might offer a better value.... more
- You Know About “Sequence of Returns Risk,” but What about “Sequence of Inflation Risk”?
Inflation risk can compound all other risks if it’s not confronted in your planning. Learn what it is and how you can plan to control it within your portfolio.... more
- What to do Now to Guard Against Rising Inflation
You can’t hide from inflation but, there are ways you can fortify your finances to mitigate its effects and even get ahead of it. Here are some ideas.... more
- I Just Retired. How do I Weather the Market Downturn?
Don’t make the mistake of emotionally charged decisions when a downturn happens. The planning triad can help you fortify your retirement plan. Learn what it is!... more
- How to Make Lemonade out of Lemons in a Down Market
Although investors are experiencing downturns in the stock market, there are ways to take advantage of opportunities to boost your investment performance.... more
- How to Inflation-Proof Your Investments
Record Inflation could last for many months into the new year or longer. Here are some tips for mitigating the impact of inflation.... more
- Why Inflation and Rising Interest Rates are a Problem for 60/40 Portfolios
As inflation spikes and the Fed signals a shift in rate policy, is it time to end the 60/40 asset allocation mix in favor of a rule adjustment?... more
- In a Tumultuous Market Investors Need to Focus on What They Can Control
Emotional involvement with your investments often leads to costly behavioral investing mistakes. You can’t control the market but here are some ideas on what you can do.... more
- Tax Planning for 2022—What to Expect
For 2022 tax planning there are several provisions from previous legislations either expiring or in the process of phasing out. There are some lesser-known provisions that could impact 2022 taxes.... more
- How Should You Prepare for the Next Market Downturn?
Have a sound, long-term plan for investing. Don’t let emotions drive your investing decisions.... more
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