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What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers pu…
What kind of son wou…
What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers put into raising us. They endured sleepless nights during our early years, managed countless diaper changes, nursed us through illnesses, constantly worried about our safety and futures, and navigated our challenging teenage antics. Yet, ask any of them what they would change, and the likely answer is, “Nothing.” A Personal Tribute to Mom For me, I feel blessed. My mother, born during the …
Elliot Kallen
May 7, 2024
Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you,…
Have you noticed the…
Have you noticed the recent increase in fuel prices? They’re up by more than $0.50 per gallon. Copper has risen by 42%, and food prices have soared by 24%. So, what does this inflation mean for you, other than the fact that everything now costs more? Just a month ago, and since January, experts were predicting that the Federal Reserve would lower rates in June and possibly 3-4 more times this year. However, with the price of a barrel of crude oil now above $80, this is likely to boost the inflation rate by several percentage points, prompting the Federal Reserve to reconsider any rate red…
Elliot Kallen
May 7, 2024
Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep i…
Municipal Bonds: Dem…
Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municip…
Elliot Kallen
April 21, 2024
Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from America…
Welcome to Season 4,…
Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pro…
Elliot Kallen
April 8, 2024
We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year…
We are in the most i…
We are in the most interesting times. For our personal investment clients and 401(k) clients, there have been many smiles so far this year. We are happy that the markets, broadly, have begun this year on a bullish note. 2023–except for a handful of large AI companies–was a poor year for investors. But today, smiles are back. And… It’s an election year, which is usually a pretty good year for investors too. Interest Rates: A Word of Caution However, let’s consider the cautionary winds that are blowing gently so far but still persist. Wall Street experts believe that the Feder…
Elliot Kallen
April 3, 2024
