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Reading Time: < 1 minuteAs we move forward in a COVID-riddled new year, it’s interesting to look back at what turned out to be the most surprising economic outcomes from last year. Here are three of Blackstone’s 2021 surprises that we found most intriguing.  #1 Accommodative monetary policy We were truly surprised to see how accommodative the Fed has […]

Reading Time: < 1 minuteAs we wrap up the year, it is useful to consider what 2021 looked like in terms of the major market benchmarks and their drivers. The S&PAccording to Yahoo!Finance, the S&P index has risen 22.88% year to date as of December 21, 2021. Fed actions have been supportive of market gains. We’ll see if the story changes next year

Reading Time: 2 minutesSending you a heartfelt message of holiday cheer. As the year draws to a close, we wanted to revisit this year’s key milestones and discuss our vision for the year to come. https://www.youtube.com/watch?v=QyEYcYUK39c 2021 started out with a mixing of eclectic sentiments, from angst to wonder and a bit of caution. We had been through

Reading Time: < 1 minuteAs we move into the fall and we get close to the end of the year, planning thoughts are top of mind. Are you psyched? Roth IRA conversions One example would be tax strategies like Roth IRA conversions. These conversions can take some time as you will need to do a tax analysis before you

Reading Time: 2 minutesLook anywhere in the news and you’ll get the gloom and doom story about how inflation is at unprecedented levels and there’s no indication it’ll stop anytime soon. However, this graph from the St. Louis Fed tells a different story. Given all this, we tend to take a more balanced view of inflation. If you

Reading Time: 3 minutesI’m getting a great deal of questions about the Biden Tax Plan, as House Democrats unveiled their revised proposal several months ago. The aim of these tax increases is to fund social and climate change programs. In this article we’ll discuss Biden estate tax, Biden long term capital gains tax, and the other possible implications

Reading Time: 2 minutesThe Fed’s Beige Book is a collection of anecdotal evidence from businesses across the country. It found evidence of moderate growth in the face of widespread shortages of materials and labor. Earnings are still rebounding and the forecast is positive for 2022 as well. New COVID lockdowns are a concern. Despite risks abounding, the economy

Reading Time: 2 minutesThe Federal Reserve discussed raising rates sooner than alluded to before, although increases still are not anticipated until 2023. This may apply pressure to certain stock market sectors. The economic recovery has solid momentum and earnings expectations continue to trend higher. Rate hikes may come sooner than expected This June, the Fed signaled that they