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Current Events

SECURE 2.0 Act: A Synopsis of its Details and Effects

Submitted by JMB Financial Managers on February 24th, 2023

As a CERTIFIED FINANCIAL PLANNER™, I believe that staying informed about new legislation is essential to help my clients pursue their financial goals.

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4 Reasons Why the Fed Is On the Wrong Track

Submitted by JMB Financial Managers on June 23rd, 2022

Last week, the Federal Reserve Board accelerated its misguided interest rate policy with its 0.75% interest rate hike, resulting in the biggest move since 1994. This is because inflation rests at 8.7% in the U.S., the highest level since December of 1981. In the Fed’s mind, this monetary policy will help the U.S. economy to avoid the high inflation we saw in the 1970s. However, this is not 1970s style inflation, and this rate policy is going to fail.

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Guest Blog: Cetera® Investment Management's Commentary on Today’s Market

Submitted by JMB Financial Managers on May 31st, 2022

 Authored by: Gene Goldman, Cetera Investment Management

 

This Market Volatility Isn’t Going Anywhere

 

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2022 Financial Deadlines to Add to Your Calendar

Submitted by JMB Financial Managers on January 13th, 2022

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2022.

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3 Year-End Tax Saving Moves to Make in 2021

Submitted by JMB Financial Managers on November 23rd, 2021

Year-end is quite possibly the most hectic time for small business owners, and 2021 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2022.

It’s also a time to make year-end tax moves to help reduce your tax bill and end the year as fiscally responsible as you possibly can.

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Will Inflation Be Permanently Temporary?

Submitted by JMB Financial Managers on November 2nd, 2021

Authored by: Kezia Samuel, Guest Author

Key Takeaways

  • Inflation remains an ongoing concern in 2021.
  • While inflation is higher and likely to remain elevated due to challenges created by the pandemic, a look into the structural composition and the types of inflation may provide insight into how high inflation may go.

Inflation remains a topic of concern in 2021 as the prices of goods and services have continued to increase. The September inflation report showed consumer prices rose at 5.4%.1

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Celebrate Financial Planning Month by Following These 5 Steps

Submitted by JMB Financial Managers on October 19th, 2021

Did you know that half of all Americans would be unable to cover an unexpected expense this month? Unfortunately, financial planning isn't a hot topic for most people, but you can't afford to neglect this important aspect of your life any longer. 

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Happy 401(k) Day!

Submitted by JMB Financial Managers on September 2nd, 2021

It's 401(k) Day, and there is no better time to check in on your retirement fitness. 

In the spirit of that, JMB Financial Managers has put together our five most useful tips for ensuring your investments are on course. Keep reading to learn more.

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Inflation is Here – What to Expect in 2021

Submitted by JMB Financial Managers on March 2nd, 2021

The pandemic, unusual weather, and increasing demand for food contributed to the largest yearly rise in food prices in nine years during 2020 and food costs are expected to increase further in 2021.

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2021 Financial Deadlines to Add to Your Calendar

Submitted by JMB Financial Managers on January 21st, 2021

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2021.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

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