Insights

High inflation and rate hikes ahead, should investors be worried?

Due to the coronavirus (COVID-19) pandemic, many businesses have employees performing their job duties entirely at home or in a hybrid combination of remote and in-office work. Over the past two years this has caused much confusion with Ohio municipal income tax withholding and other municipal tax issues.

Now that we’ve settled into the new year, let’s do a quick review of the markets, jobs, inflation, the Fed, and lay out some big, round numbers to keep in mind as we move into 2022.

Our firm has been quoted in over 40 articles this year, including in U.S. News & World Report, Forbes, Yahoo! Finance, Business Insider, TheStreet.com, and more. Here are our thoughts on active and passive investment management that we wrote in a recent response.

New highs every month, so why are investors bearish?

As Cybersecurity month wraps up and the holiday shopping season gets into full swing, everyone should remember that there are professional phishers working hard to trick you into giving out your personal information.

A deeper dive into inflation data.

Typically, year-end tax planning consists of accelerating deductions, delaying income, and maximizing contributions to tax-deferred accounts. While these ideas still may be beneficial for many people, the tax increases included in proposed legislation may cause some taxpayers to go a different direction this year.

Inflation, temporarily higher for longer. What that means for investors.

Since our last Market Insights update, the S&P 500 made several new highs and even made it to thirteen straight weeks with a new high. The Nasdaq crossed 15,000 for the first time and the largest companies have recently outperformed the S&P 500, including Microsoft, Alphabet (aka Google), Amazon, and Facebook.