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Archive for August 2021

College Savings: An Update

By Ashley.wright@advisorsexcel.com | August 31, 2021

Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief…

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Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

By Ashley.wright@advisorsexcel.com | August 24, 2021

It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits…

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Reshoring: What’s the Future for Products and Services Made in America?

By Ashley.wright@advisorsexcel.com | August 17, 2021

According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective…

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Midyear Market Outlooks

By Ashley.wright@advisorsexcel.com | August 10, 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…

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Putting Inflation Expectations in Perspective

By Ashley.wright@advisorsexcel.com | August 4, 2021

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…

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