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Understanding the Basics of Economic Forecasting

Glass Jacobson Wealth Advisors December 1, 2022 Investing Leave a Comment

While making financial decisions does involve some guesswork, an educated guess—even with elements of uncertainty—may be better than making a decision with no forecast at all.

Carving Up Your Portfolio & Thanksgiving Pie

Glass Jacobson Wealth Advisors November 28, 2022 Investing Leave a Comment

How do you carve up your portfolio pie to minimize risk and protect it from market troubles, like what we saw through Thanksgiving this year or even Thanksgiving of 2018?

Social Security Benefits to Increase by 8.7% Next Year

Glass Jacobson Wealth Advisors November 22, 2022 Retirement Plans Leave a Comment

Social security is way behind inflation, so you need a better retirement plan.

ICYMI: The IRS Adjusts Tax Brackets to Account for Inflation

Glass Jacobson Wealth Advisors November 3, 2022 Tax Planning For Businesses, Tax Planning For Individuals, Tax Reform, Economic Update Leave a Comment

On October 18, 2022, the IRS announced tax year 2023 adjustments for tax returns filed in 2024.

IRS Increases 401(k) Limit By Record Amounts

IRS Increases 401(k) Limit to $22,500 for 2023

Glass Jacobson Wealth Advisors October 26, 2022 401k, Retirement Plans, Tax Reform, Economic Update Leave a Comment

The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022.

What Drives Investment Returns? Start with Ingenuity.

Glass Jacobson Wealth Advisors October 18, 2022 Economic Update Leave a Comment

We believe owning a broad universe of stocks is the most effective way to participate in the rewards of ingenuity and innovation, wherever and whenever it takes place.

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