This month read about the top inflation drivers of 2022, tax benefits of donor advised funds, stretch IRA alternatives, and ways to help simplify your finances.
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Quarterly Market Review | Q4 2022
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
Read moreThe CPA Financial Planner Newsletter | December 2022
Inflation has been quite a hot topic in the news, and many of you may be holding excess cash. As rates have increased throughout the year, you can now take advantage of more appealing places to park your cash. Money market funds are currently yielding over 3.8%, and short-term CDs are paying up to 4.95%. […]
Read moreQuarterly Market Review | Q3 2022
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
Read moreThe CPA Financial Planner Newsletter | October 2022
This month learn about the US deficit being lower for now, retirement savings in a volatile market, famous people who died without proper planning, and how to build financial resilience.
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