Financial and Economic Brief - May 1, 2021

by © Liberty Publishing, Inc.

• Top Combined Capital Gains Tax Rates Would Average 48% Under Biden’s Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920’s.

• Crypto Currency is Reaching a Mainstream Audience – For those considering investing or buying Crypto Currencies there is a bit of a learning curve involved in making such a decision.

• Mortgage Rates and Home Purchases Continue to Fluctuate - Over the past few weeks demand for new housing and new mortgages has shown a slight decline.

Financial and Economic Brief - April 1, 2021

by © Liberty Publishing, Inc.

• What You Need to Know About the New “American Rescue Plan Act” - Learn about the economic benefits of this act passed by Congress and signed into law by President Biden.

• Funding Infrastructure Revitalization May Fall on the backs of Corporations and the Wealthy – Pundits have observed that many of America’s infrastructures are in serious need of repair/replacement.

• What Should You be Considering when Investing in 2021? - There is absolutely no foolproof way, strategy or guarantee to successfully invest in the stock market.

Financial and Economic Brief - March 1, 2021

by © Liberty Publishing, Inc.

• The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides complete analysis of several parts of the American economy, look no further.

• How Inflation Effects the Financial Condition of Your Life – At this point, we are frequently told that we should have very little concern about inflation and its impact on the economy.

• Growing Need for Long Term Care Insurance as Baby Boomers Enter Old Age. - Baby Boomers are realizing that they should have taken on an LTC insurance policy a decade ago.

Financial and Economic Brief - February 1, 2021

by © Liberty Publishing, Inc.

• How Option Trading Shocked “Short Selling” Institutional Traders - This is one story that has many of us scratching our heads and wondering; how can a group of small investors bring down large Wall Street traders?

• Economic Impact of Shutting down the Keystone XL Pipeline – Economists are evaluating the impact this shutdown will have on jobs, the US Economy and climate change.

• Small Businesses Need to Act Quickly for The PPP “Second Draw” - Congress has passed legislation that will provide an additional $284 Billion Dollars for small businesses.

Financial and Economic Brief - January 1, 2021

by © Liberty Publishing, Inc.

• Highlights of New Covid Stimulus Bill - The new legislation, signed on December 27, 2020, has something in it for everyone; and more may be coming!

• Migration Movement from City to Farm? – Many Americans believe that the Covid-19 Pandemic has caused many to uproot their families and move from cities to suburbs or rural countryside.

• Chances of an IRS audit? The IRS Releases the Numbers. - One of the most unsettling times in a person’s life is the dreaded IRS audit.

Financial and Economic Brief - December 1, 2020

by © Liberty Publishing, Inc.

• Dow Breaks 30K – Is There a Higher Limit? - Pundits predicted that it would be many years, if not decades, before the Dow would recover to highs prior to March of 2020.

• The Fed’s Impact on Mortgage Rates & Acquisition of MBS – In the past, the party line among bankers was that the Fed’s control of the money supply had little to do with long term mortgage rates.

• The New SECURE Act Changes Required Minimum Distributions at retirement age - You may need a complete review of your retirement strategy based on how the new legislation will affect your retirement strategy.

Latest News

Financial and Economic Brief - May 1, 2021

• Top Combined Capital Gains Tax Rates Would Average 48% Under Biden’s Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920’s.

• Crypto Currency is Reaching a Mainstream Audience – For those considering investing or buying Crypto Currencies there is a bit of a learning curve involved in making such a decision.

• Mortgage Rates and Home Purchases Continue to Fluctuate - Over the past few weeks demand for new housing and new mortgages has shown a slight decline.

Financial and Economic Brief - April 1, 2021

• What You Need to Know About the New “American Rescue Plan Act” - Learn about the economic benefits of this act passed by Congress and signed into law by President Biden.

• Funding Infrastructure Revitalization May Fall on the backs of Corporations and the Wealthy – Pundits have observed that many of America’s infrastructures are in serious need of repair/replacement.

• What Should You be Considering when Investing in 2021? - There is absolutely no foolproof way, strategy or guarantee to successfully invest in the stock market.

Financial and Economic Brief - March 1, 2021

• The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides complete analysis of several parts of the American economy, look no further.

• How Inflation Effects the Financial Condition of Your Life – At this point, we are frequently told that we should have very little concern about inflation and its impact on the economy.

• Growing Need for Long Term Care Insurance as Baby Boomers Enter Old Age. - Baby Boomers are realizing that they should have taken on an LTC insurance policy a decade ago.

Financial and Economic Brief - February 1, 2021

• How Option Trading Shocked “Short Selling” Institutional Traders - This is one story that has many of us scratching our heads and wondering; how can a group of small investors bring down large Wall Street traders?

• Economic Impact of Shutting down the Keystone XL Pipeline – Economists are evaluating the impact this shutdown will have on jobs, the US Economy and climate change.

• Small Businesses Need to Act Quickly for The PPP “Second Draw” - Congress has passed legislation that will provide an additional $284 Billion Dollars for small businesses.

Financial and Economic Brief - January 1, 2021

• Highlights of New Covid Stimulus Bill - The new legislation, signed on December 27, 2020, has something in it for everyone; and more may be coming!

• Migration Movement from City to Farm? – Many Americans believe that the Covid-19 Pandemic has caused many to uproot their families and move from cities to suburbs or rural countryside.

• Chances of an IRS audit? The IRS Releases the Numbers. - One of the most unsettling times in a person’s life is the dreaded IRS audit.

Financial and Economic Brief - December 1, 2020

• Dow Breaks 30K – Is There a Higher Limit? - Pundits predicted that it would be many years, if not decades, before the Dow would recover to highs prior to March of 2020.

• The Fed’s Impact on Mortgage Rates & Acquisition of MBS – In the past, the party line among bankers was that the Fed’s control of the money supply had little to do with long term mortgage rates.

• The New SECURE Act Changes Required Minimum Distributions at retirement age - You may need a complete review of your retirement strategy based on how the new legislation will affect your retirement strategy.

Our Firm

Our Resources

Our Resources
We are Professional Partners of
Integrated Partners
a national financial planning firm
headquartered in Waltham
Resources include
Certified Financial Planners
Chartered Retirement Planning Counselors
Certified Public Accountants
7 Billion+ in Advisory & Brokerage Assets
Contact us for Additional Information