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A balanced looked at inflation

Look 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. …

Biden Tax Plan (what you need to know)

I’m getting a great deal of questions about the Biden Tax Plan. House Democrats recently unveiled their revised proposal. The aim of these tax increases is to fund social and climate change programs. Here are the main tenets: Those who …

Is the economy too legit to quit?

The 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 …

Will tapering and tightening rain on the parade?

The 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 …

How to know when your client is good for an ESOP

When business owners think of selling their business, often they look to do an M&A deal with an outside buyer.  ESOP’s, or Employee Stock Ownership Plans, tend to be overlooked by the CPAs and attorneys advising them. If your client …

June 2021 Market Update

June 2021 Market Update: The Federal Reserve has reiterated that it will keep rates low, but markets are showing some skepticism as rates rise for some bond sectors. Job growth was slower than expected showing that there are still challenges facing the economy. Sustainability and supply chain resilience are becoming more important

How to expand your therapy practice to another state! Interview with Margarita Khosh

Welcome back to the Psyched Up About Money blog. In this interview with Margarita Khosh of MK Medical Solutions, we discuss the important points about how to expand your therapy practice to another state and understand the licensing requirements involved with that.

May 2021 Market Update

May 2021 Market Update: May has rolled in as the vaccine rolls out, and with it there are several investment themes that have become evident. In our newsletter this month we’ll discuss: Sustainability as a key long term return driver. The White House’s $2.25 trillion jobs and infrastructure plan. Short and long term rate trends we’re likely to see.