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Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor

Buffett and Powell Talk Inflation – Presented by Mark K. Lund, Investment Advisor

The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and…

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2021 Retirement Confidence Survey
 – Presented by Mark K. Lund, Financial Planner

2021 Retirement Confidence Survey
 – Presented by Mark K. Lund, Financial Planner

A deep dive into workers’ expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit Research Institute (EBRI) has…

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Debate Starts on Capital Gains Tax – Presented by Mark K. Lund, Financial Advisor

Debate Starts on Capital Gains Tax – Presented by Mark K. Lund, Financial Advisor

What to expect and why. Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million.1 Stocks dropped…

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“Green Shoots” in the Economy
 – Presented by Mark K. Lund, Financial Advisor

“Green Shoots” in the Economy
 – Presented by Mark K. Lund, Financial Advisor

Some examples to consider. Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. Retail sales rose 9.8% in March, the largest monthly gain since May 2020. It’s important to remember that purchases at stores, restaurants, and online are among the biggest drivers…

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What Forces Are Driving the Housing Market?
 – Presented by Mark K. Lund, Investment Advisor

What Forces Are Driving the Housing Market?
 – Presented by Mark K. Lund, Investment Advisor

Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful homebuyers are having issues…

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The Whims of Wall Street
 – Presented by Mark K. Lund, Financial Planner

The Whims of Wall Street
 – Presented by Mark K. Lund, Financial Planner

What to know about shifting market attention, and investor burnout. It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows…

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Paying for the Infrastructure Bill
 – Presented by Mark K. Lund, Investment Advisor

Paying for the Infrastructure Bill
 – Presented by Mark K. Lund, Investment Advisor

The proposal does not yet include any new taxes on individuals. President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation’s infrastructure and other projects. As part of the legislative process, the Biden administration also laid out a proposal for paying for the domestic…

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Inflation Boogeyman
 – Presented by Mark K. Lund, Financial Planner

Inflation Boogeyman
 – Presented by Mark K. Lund, Financial Planner

What to keep in mind as inflation fears rise. Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year. According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and recently hit a peak not seen since the…

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Are Americans Saving Too Much?
 – Presented by Mark K. Lund, Financial Advisor

Are Americans Saving Too Much?
 – Presented by Mark K. Lund, Financial Advisor

American spending habits have taken a clear direction. Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra money they have rather than invest. It…

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Investing During Periods of Inflation
 – Presented by Mark K. Lund, Financial Advisor

Investing During Periods of Inflation
 – Presented by Mark K. Lund, Financial Advisor

What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2% goal for some time before the Fed…

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