JEM Wealth Management

06/27/2023

Individual investors becoming more upbeat about stock prices, there's still much skepticism. It can be challenging to break from a bearish mindset if you've been in that camp for a while.

06/20/2023

Jerome Powell's cautious stance on short-term rates may anticipate one more rate increase later this year, with rates potentially trending lower by December. While Powell hasn't finalized July's policy, all eyes are on economic reports like the Consumer Price Index (CPI) to gauge the situation. Considering Powell's past efforts to convince the market about transitory inflation, his conservative outlook is understandable. But with the challenging task of navigating monetary policy, we can expect positive news from the Fed if it aligns with the situation.

05/11/2023

Powell delivered on his March promise at the most recent Fed meeting by increasing short-term rates by 0.25%, just as the financial markets expected. However, despite Powell's predictability, investors remain cautious. Look 👇to learn more.

04/26/2023

One way to measure if markets are doing better is to look at the number of Standard & Poor's 500 companies that revise their estimates prior to reporting earnings.

04/12/2023

The list of things to do after a parent’s death can appear overwhelming, but these tasks don’t have to be done all at once.
https://blog.americanportfolios.com/a-checklist-for-when-a-parent-passes/

04/04/2023

The IRS adjusted long-term capital gains brackets for 2023, which can provide an opportunity to be in the 0% capital gains bracket. CNBC has the story:

There are higher taxable income thresholds for the 0%, 15% and 20% long-term capital gains brackets for 2023. Here's what to know.

09/28/2022

The FAFSA for the 2023-2024 school year can be submitted beginning October 1, 2021.

09/21/2022

Here are some tips to help keep your family safe in an emergency.

09/06/2022

A new announcement on federal student loans cancels some debt and delays repayment until 2023.

08/23/2022

The Inflation Reduction Act includes many health-care, energy-related, and other tax changes.

08/10/2022

Medical Debt and Your Credit Report: Relief Has Arrived

07/12/2022

With approximately 94% of American workers covered by Social Security and 65 million people currently receiving benefits, keeping Social Security healthy is a major concern.1 Social Security isn't in danger of going broke — it's financed primarily through payroll taxes — but its financial health...