A Review of Q2 2021
Submitted by Kaizen Financial Advisors, LLC on July 20th, 2021
Q2 QUARTER’S RECAP
Investments
Monthly Economic Update, March 2021
Submitted by Kaizen Financial Advisors, LLC on March 16th, 2021
This Month’s Recap
- Decreasing COVID-19 infections and evidence of economic recovery lifted stocks
- Rising Yields fuels sector rotation
- U.S. Dollar appreciated over 2% year-to-date
U.S. Markets
RMD Return
Submitted by Kaizen Financial Advisors, LLC on July 31st, 2020
In an effort to minimize the economic fallout of the COVID-19 pandemic, the government is not requiring you to take an RMD from your IRA or inherited IRA accounts this year. For those who took RMD earlier in the year, the IRS is now allowing you to repay that RMD back into your IRA. This allows additional time for investments to grow tax deferred.
