Broker Check

Insights & Education

We strive to keep you informed as changes materialize and work with you to help determine how these changes might impact your financial and legacy plans. Do not hesitate to contact us if you ever have any questions about this content.

THE HOLLANDER <br/>GROUP WITH <br/>ROSS MAYFIELD

THE HOLLANDER
GROUP WITH
ROSS MAYFIELD

OCTOBER 4, 2022


Ross Mayfield, an Investment Strategy Analyst at Baird joins The Hollander Group to break down whether we are in a recession or not, explore the term "double dip recession", and predict what the Fed may be looking to do ahead of mid-term elections.

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INFLATION <br/>REDUCTION ACT <br/>OF 2022

INFLATION
REDUCTION ACT
OF 2022

AUGUST 29, 2022


President Joe Biden signed the Inflation Reduction Act of 2022. Instead of the individual tax increases we all expected, the Inflation Reduction Act of 2022 contains various provisions aimed at reducing healthcare costs and promoting clean energy.

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ON A <br/>DIFFICULT <br/>QUARTER

ON A
DIFFICULT
QUARTER

JULY 26, 2022


The article is Ross’s most recent market commentary regarding what might lie ahead with a historically difficult second quarter now behind us. Keep in mind that financial plans are long-term strategies taking into account full market cycles and it is important to stay focused on your long term goals.

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FIRST QUARTER 2022 MARKET UPDATE

FIRST QUARTER 2022 MARKET UPDATE

APRIL 8, 2022


A breakdown of today's volatile markets including the historic inflation pressuring companies and consumers alike to the downwind effects that war in Ukraine is having on global energy prices.

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WASHINGTON POLICY RESEARCH

WASHINGTON POLICY RESEARCH

MARCH 15, 2022


Western governments have responded to Russia’s invasion of Ukraine by imposing massive sanctions on Russia. However, these actions are not cost-free for the West, with the rising price of oil being exhibit number one. These events have brought a renewed focus on US energy policy.

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THE FED <br/>RAISED RATES

THE FED
RAISED RATES

MARCH 15, 2022


So while near-term volatility is likely to continue, it is worth remembering that the longer-term performance around first rate hikes has been pretty good. Higher interest rates may eventually challenge the market, but if the Fed strikes the right balance between taming inflation without curbing growth too dramatically, the US economy could end up in a pretty good place heading forward.

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THE RECESSION PREDICTOR

THE RECESSION PREDICTOR

MARCH 15, 2022


The yield curve is powerful, and at the very least is signalling a cooling economy. Volatility should remain heightened and the bar for investing success is raised. But in the end, we think it is worth taking the time to digest the larger picture and not rely on any single indicator.

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WASHINGTON POLICY RESEARCH

WASHINGTON POLICY RESEARCH

JULY 22, 2021


As part of his plan to fund key initiatives, President Biden has proposed several tax changes, including taxing unrealized capital gains over $1million at time of death and altering how estate taxes are calculated. Click on the link below to read about how these discussions are going and possible outcomes.

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WASHINGTON POLICY RESEARCH

WASHINGTON POLICY RESEARCH

JUNE 15, 2021


President Biden is proposing that investment income be taxed at the same rate as ordinary income, or as high as 43.4% Click on the link below to read Strategas’s thoughts on potential tax law changes and when we might expect to see final results.

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MAJOR INVESTMENT THEMES FOR 2021

MAJOR INVESTMENT THEMES FOR 2021

MAY 12, 2021


Strategas' Jason Trennert lays out six key themes that are likely to influence markets in 2021: 1) economic strengthening, 2) rotation into Value, 3) an ongoing M&A boom, 4) private equity putting its money to work, 5) China tensions, and 6) the exuberance of the individual investor.

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WHAT THE NEW STIMULUS BILL MEANS FOR YOU

WHAT THE NEW STIMULUS BILL MEANS FOR YOU

MARCH 11, 2021


The signature feature of the recently enacted American Rescue Plan Act of 2021 was a fresh round of stimulus payments, with checks of up to $1,400 to be issued to qualifying individuals, both adults and children. But that’s not the only effect it might have on your financial planning for this year. Here is a thumbnail guide to ARPA’s tax credits and other benefits that you may be able to take advantage of:

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