Investments
March 2022
3/22 – Monthly Commentary | Hope in a Bleak Landscape
War Breaks Out As you can imagine, we are fielding a lot of questions lately about the state of the world and how the markets are reacting. Let’s cut to the [...]
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March 2022
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Saving the American Economy Since 1913 The Federal Reserve has dug the American economy out of some of the greatest ruts [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
March 2022
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
1. Market Perception for the Reserve Investors are always looking at the Fed for guidance when making investment decisions. This places such an influence over [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
March 2022
Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
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February 2022
Markets and War
Conflict and finance have always had a close relationship. Apart from the effects of economic warfare and increased spending, there is a lot of uncertainty in the [...]
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February 2022
2/22 – Monthly Commentary | Taming of the Bull
Welcome to the new world of 2022. It was just a month ago when we peered ahead into this year and speculated that Q1 would be a difficult one for the markets. [...]
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January 2022
CO 529 Big Tax Changes for Plans in 2022
Until this year, the state of Colorado was one of the very few in the Union that allowed an unlimited state tax deduction for contributions to their sponsored CO [...]
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January 2022
2022: Retirement Plan Contribution Limit Changes
At least one thing is moving in the right direction for investors; late last year the IRS announced an increase in the employee retirement plan contribution limits [...]
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December 2021
Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
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Charitable Giving, Estate Planning, Financial Planning, Insights, Investments, Job Change, Retirement, Stock Options, Taxes
December 2021
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. It is time for some considerations Much of the [...]
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