As you may have noticed, Turkey has been a major headline recently. Jason Eliason explains what is happening and why it is affecting the markets around the world.
Posts By: Jason A. Eliason, CFP®, ChFC®, CFA®
Curious how the markets acted last quarter? Our chief investment officer, Jason Eliason, discusses the investment markets in detail, as well as how the economy handled certain events.
There have long been concerns about the financial sustainability of Social Security and Medicare programs. In June, Medicare and Social Security released their annual reports outlining current and projected financial statuses. Jason Eliason discusses important details from the reports and why you should not fret.
When the Tax Cuts and Jobs Act (TCJA) was signed into law, a subtle, but significant change occurred in the realm of education planning. While most of the news about TCJA was about corporate and personal income tax cuts, there was a provision related to Section 529 Plans.
Last quarter the markets were volatile and negative. There were several reasons behind these swings. Our chief investment officer provides insight on key points, which contributed to the market’s volatility.