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Market and Economy

Retirement Planning

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Who wins the stimulus contest?

Guest Post by Ned Davis Research Recently, U.S. Congress passed a long-awaited $900 billion COVID relief bill, which includes much-needed extended unemployment compensation, checks to households, and support for small businesses. This is in addition to over $2.5 trillion of aid enacted earlier in the year (according to the IMF). That brings the grand total to an unprecedented 17.2% of GDP, around triple the share implemented in response to the Global Financial Crisis. How does the U.S. stimulus compare? As seen in the chart below, at first glance, the U.S. is still far behind some major developed economies. Notably, Germany’s… READ MORE

What the latest round of funding may mean for you. After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. Here’s a quick recap of five key highlights: Stimulus Checks: The new law authorized a second round of $600 checks for people with income that meets the criteria. The checks start to phase out for individuals who earned at least $75,000 in 2019 and $150,000 for joint filers.1 Unemployment Benefits: The law provides up to… READ MORE

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have accumulated throughout the year.1 Typically, mutual fund companies start making estimates about distributions as early as November and most finalize the payment by mid-December.1 It’s important to remember that if your mutual fund is in a tax-deferred account—and you are reinvesting distributions—the potential distributions may be a non-event at this time. But you may owe taxes… READ MORE

2020: A Year to Remember

Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group 2020 has been a year of historic proportion. I do not believe that anybody who lived through 2020 will soon forget the impact that it has had on just about every facet of life, right down to the details of toilet paper. Every year, my family marks interesting and notable remembrances from the prior year. One of the ornaments is quite telling as to one-way 2020 will be remembered in my family. This time of year, we often look forward to what might happen in 2021. If we learned… READ MORE