As we reach the midway point of 2023, the prevailing narratives at the start of the year centered around concerns of an impending recession, rising interest rates, and corporate layoffs. However, with the major indices delivering positive results, investors are finding themselves increasingly optimistic about the future. One key indicator shedding light on this sentiment […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-07-05 11:36:512023-07-05 11:36:53On the Street Monthly – Shifting from Recession Fears to Growing Optimism?
As we reach the midway point of the year, it’s an opportune time to conduct a financial check-up to ensure you are on track to meet your goals and make any necessary adjustments, if needed. This mid-year assessment allows you to evaluate key areas such as retirement contributions, debt management, emergency funds, spending patterns, and […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-06-29 12:00:132023-06-29 12:00:15Mid-Year Checkup and Planning for the Second Half
When creating a financial plan, it’s important to set an endpoint. Each person has their own family history, current health, and expectations for how long they’ll live. That’s why we analyze historical life expectancy rates from birth and look at future projections. Here’s a chart dating back to 1860 through 2020, showing life expectancy rates […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-06-22 11:59:282023-06-22 11:59:30Preparing for a Longer Future: Understanding Life Expectancy Rates
As the stock market continues its upward trajectory in 2023, there remains uncertainty and differing perspectives among market participants. Bulls argue that the recent rally from the October lows signifies a new bull market, backed by the fact that the market has risen over 20% from its 2022 lows. Conversely, bears point to the narrow […]
In recent days, the Securities and Exchange Commission (SEC) has intensified its scrutiny of cryptocurrency exchanges suspected of evading regulatory requirements. This increased pressure has resulted in the SEC targeting prominent industry players. On Monday, the world’s largest cryptocurrency exchange, Binance, faced legal action from the SEC, followed by another lawsuit filed against Coinbase. The […]
AI Revolution As we approach the halfway point in the year, the most prevailing headline for 2023 thus far has been the rise in Artificial Intelligence (AI). We closed out 2022 with technology stocks in a bear market, higher interest rates, sticky inflation and pessimism about the overall economy. While some of these concerns are […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-06-06 09:50:452023-06-06 09:54:41ON THE STREET MONTHLY – AI REVOLUTION
Over the last couple of decades, entrepreneurship in the United States has grown significantly. According to the latest entrepreneurship stats, nearly 5.1 million new businesses were registered in 2022 alone. In 2021, the number of new businesses established hit a record high of 5.4 million. Below is a chart of the monthly total business applications […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-06-01 11:21:122023-06-01 11:21:13The Multi-Million Dollar Tax Savings Strategy for Exiting Small Business Owners
Transitioning from college life to the working world can be a daunting experience for many graduates. Numerous college students struggle with their career path upon graduating and seek guidance for their future whether that be determining if they should live at home, move out, or find a job. While many of these changes impact recent […]
https://lakest.com/wp-content/uploads/lake-street-logo.png00Amanda Halehttps://lakest.com/wp-content/uploads/lake-street-logo.pngAmanda Hale2023-05-25 12:03:582023-05-25 12:04:00Navigating the Transition from College to Work for Students and Parents
Tax strategies play a crucial role in effectively managing concentrated stock positions, allowing investors to minimize tax liabilities and optimize their overall financial situation. Concentrated stock positions can present unique opportunities for wealth accumulation, but they also carry significant risks. By implementing tax strategies tailored to these positions, investors can strategically diversify their holdings, defer […]
For the past 16 months, the inflation headline has dominated economic news and become the most widely discussed topic in financial circles. Wall Street analysts and investors alike have been closely monitoring each inflation report, trying to decipher what it means for the economy and financial markets. As the Federal Reserve grapples with rising inflation […]
On the Street Monthly – Shifting from Recession Fears to Growing Optimism?
As we reach the midway point of 2023, the prevailing narratives at the start of the year centered around concerns of an impending recession, rising interest rates, and corporate layoffs. However, with the major indices delivering positive results, investors are finding themselves increasingly optimistic about the future. One key indicator shedding light on this sentiment […]
Mid-Year Checkup and Planning for the Second Half
As we reach the midway point of the year, it’s an opportune time to conduct a financial check-up to ensure you are on track to meet your goals and make any necessary adjustments, if needed. This mid-year assessment allows you to evaluate key areas such as retirement contributions, debt management, emergency funds, spending patterns, and […]
Preparing for a Longer Future: Understanding Life Expectancy Rates
When creating a financial plan, it’s important to set an endpoint. Each person has their own family history, current health, and expectations for how long they’ll live. That’s why we analyze historical life expectancy rates from birth and look at future projections. Here’s a chart dating back to 1860 through 2020, showing life expectancy rates […]
New Bull Market or Bear Market Bounce?
As the stock market continues its upward trajectory in 2023, there remains uncertainty and differing perspectives among market participants. Bulls argue that the recent rally from the October lows signifies a new bull market, backed by the fact that the market has risen over 20% from its 2022 lows. Conversely, bears point to the narrow […]
Cryptocurrency, Adoption Rates and Key Considerations
In recent days, the Securities and Exchange Commission (SEC) has intensified its scrutiny of cryptocurrency exchanges suspected of evading regulatory requirements. This increased pressure has resulted in the SEC targeting prominent industry players. On Monday, the world’s largest cryptocurrency exchange, Binance, faced legal action from the SEC, followed by another lawsuit filed against Coinbase. The […]
ON THE STREET MONTHLY – AI REVOLUTION
AI Revolution As we approach the halfway point in the year, the most prevailing headline for 2023 thus far has been the rise in Artificial Intelligence (AI). We closed out 2022 with technology stocks in a bear market, higher interest rates, sticky inflation and pessimism about the overall economy. While some of these concerns are […]
The Multi-Million Dollar Tax Savings Strategy for Exiting Small Business Owners
Over the last couple of decades, entrepreneurship in the United States has grown significantly. According to the latest entrepreneurship stats, nearly 5.1 million new businesses were registered in 2022 alone. In 2021, the number of new businesses established hit a record high of 5.4 million. Below is a chart of the monthly total business applications […]
Navigating the Transition from College to Work for Students and Parents
Transitioning from college life to the working world can be a daunting experience for many graduates. Numerous college students struggle with their career path upon graduating and seek guidance for their future whether that be determining if they should live at home, move out, or find a job. While many of these changes impact recent […]
Tax Strategies for Concentrated Stock Positions
Tax strategies play a crucial role in effectively managing concentrated stock positions, allowing investors to minimize tax liabilities and optimize their overall financial situation. Concentrated stock positions can present unique opportunities for wealth accumulation, but they also carry significant risks. By implementing tax strategies tailored to these positions, investors can strategically diversify their holdings, defer […]
Understanding Inflation
For the past 16 months, the inflation headline has dominated economic news and become the most widely discussed topic in financial circles. Wall Street analysts and investors alike have been closely monitoring each inflation report, trying to decipher what it means for the economy and financial markets. As the Federal Reserve grapples with rising inflation […]