Articles

By Kyle Tetting In the vein of gratefulness, I’d be remiss if I didn’t mention how strong of a year it has been for investments. But, perhaps more notably than we’ve seen in a while, it has come in fits and starts. […]

Beginning in January, Pershing LLC is imposing a $2 monthly paper subscription fee on clients who are not yet receiving all communications electronically. Pershing, the clearinghouse used by Landaas & Company, also will charge $10 annually per account for paper tax documents clients receive. […]

The Social Security Administration says beneficiaries will get a raise of 3.2% beginning in January. […]

Test your awareness of the 2023 Investment Outlook Seminar. Take a 10-question multiple-choice quiz. You have nothing to lose, and the answers include links to further resources. […]

By Kyle Tetting Amid strong returns through July, investors have finally felt weakness in the past couple of months as the looming shutdown returned uncertainty to the economic outlook. Taking a pause in the run-up is healthy, allowing investors to reassess positioning. But it also challenges investors who benefitted from heavier equity exposure earlier in the year. […]

By Kyle Tetting The summer of 2022 may have conditioned investors to expect more volatility. Absent the shocking inflation numbers of last June, it’s difficult to match the market movements we saw a year ago. But it’s also clear that the economic landscape now appears much less uncertain. […]