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Monthly Economic Update, February 2021

Submitted by Kaizen Financial Advisors, LLC on February 12th, 2021

 

This Month’s Recap

  • Stocks were mixed in January
  • Slow vaccine distribution prolonging economic recovery
  • The short squeeze had investor’s attention
  • Housing starts increased by 5.8%

 

U.S. Markets

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How to Prepare for Tax Season

Submitted by Kaizen Financial Advisors, LLC on January 29th, 2021

 

In this article, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this is for informational purposes only and is not a replacement for professional advice, so make sure to consult your Kaizen Advisor, tax, legal, and accounting professionals before modifying your strategy.

 

Tags:
  • Financial Tips
  • Tax Planning
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2020 Economic Review

Submitted by Kaizen Financial Advisors, LLC on January 15th, 2021

 

2020 RECAP

  • The pandemic sends the economy and financial markets reeling
  • Congress passes $2 trillion economic stimulus bill
  • The global economy stumbles, but adopt several important trade agreements
  • Vaccines emerge as the stock market ends the year at record levels

 

Tags:
  • Market Analysis
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Highlights of the New Stimulus Package

Submitted by Kaizen Financial Advisors, LLC on January 8th, 2021

 

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees.

 

Here's a quick recap of five key highlights:

 

Tags:
  • Financial Tips
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Monthly Economic Update, December 2020

Submitted by Kaizen Financial Advisors, LLC on December 11th, 2020

 

This Month’s Recap

  • Stocks move higher thanks to month-long succession of positive news events
  • An effective COVID–19 vaccine may be just around the corner
  • Markets welcome the prospect of divided government 

 

U.S. Markets

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  • Market Analysis
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Election 2020: Biden's Policy Initiatives

Submitted by Kaizen Financial Advisors, LLC on December 4th, 2020

 

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Monthly Economic Update, November 2020

Submitted by Kaizen Financial Advisors, LLC on November 13th, 2020

 

This Month’s Recap:

  • Equity markets drift lower in October
  • Congress failed to deliver a second COVID relief bill
  • Global COVID-19 cases rise, contributing to market pressures

 

U.S. Markets

Tags:
  • Market Analysis
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2021 Limits for IRAs, 401(k)s and More

Submitted by Kaizen Financial Advisors, LLC on October 30th, 2020
 
 

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

 

Tags:
  • Financial Tips
  • Retirement Planning
  • Tax Planning
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The Social Security Administration Announces 2021 COLA

Submitted by Kaizen Financial Advisors, LLC on October 23rd, 2020

 

Tags:
  • Retirement Planning
  • Social Security
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Preparing in Advance

Submitted by Kaizen Financial Advisors, LLC on October 16th, 2020

 

The differences in tax policy between Presidential candidates Donald Trump and Joe Biden are pretty significant.  Current polls show the Democratic candidate with a substantial lead, which suggests we should prepare for the possibility of a different tax regime in 2021.  But what, specifically, should we evaluate as the elections approach?

 

Tags:
  • Financial Tips
  • Tax Planning
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Recent Blog Posts

  • Monthly Economic Update, February 2021
  • How to Prepare for Tax Season
  • 2020 Economic Review

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