Blog

2024 Market Outlook from The Briggs Group

As we prepare for 2024 and beyond, there are hopeful signals that we could be getting closer towards a "New Normal".
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How Inflation Impacts Taxes and Retirement Benefits

While the holiday season is ideally a time for family and friends, it is also the best time to review tax strategies for the coming year. What do investors need to know as they plan for the coming year?
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What is the Rule of 72? This mental shortcut helps estimate compound interest

How long will it take to double your investment? As experts are wont to caution, there are no guarantees in investing, but one useful formula can offer an approximation of what the future might hold.
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2023 End of the Year Proactive Planning Letter

As we draw closer to the conclusion of 2023, we are committed to remaining acutely attuned to the vital aspects of year-end planning, encompassing the intricacies of the current tax, estate, and retirement objectives tailored to the unique needs of each one of our clients.
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What the Market Correction Means for Long-Term Investors

The market recently fell into correction territory despite many signs of economic strength. Investors should continue to focus on the big picture trends rather than react to daily market moves.
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How Middle East Conflicts Have Historically Impacted Markets

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel, and Israel immediately declared war on Hamas. How might the instability in the region impact markets?
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10 Pre-Retirement Planning Keys

Preparing for retirement can be a daunting task, requiring careful planning and foresight to ensure financial stability and a comfortable lifestyle.  Read our pre-retirement keys to success, which outline the critical steps individuals can take to maximize their retirement years and achieve financial success.
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Proactive Year-End Planning

As we near the end of 2022, an old quote comes to mind, “Out of great calamity comes great opportunity”. Given this market volatility, it often provides great planning opportunities for wealth transfer, tax planning, and portfolio diversification by offsetting gains from the past Bull market.
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Judy Rubin receives 2021 Champion of Kids Award from Kids In The Middle

Kids In The Middle (KITM), a non-profit counseling agency, has announced that Judy Rubin will receive the 2021 Champion of Kids Award for dedication to helping children and families heal from the trauma of divorce and separation.
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Sustainable Is Attainable - Socially Responsible Investing

Socially responsible, sustainable and ESG (Environmental, Social, Governance) investing are all based upon the goal of investing according to our values. This is a conversation starter. If it appeals to you, we can show you ways to apply your principles to your portfolio.
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How To Help Clients Avoid "The Widow Tax"

Many couples don’t foresee the possible financial hit if one partner dies, including the tax crunch sometimes called the “widow’s tax.”
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Check the background of this financial professional on FINRA's BrokerCheck