As we look toward year-end planning, we share our thoughts on the economy, planning strategies and legislation aimed to reduce cost burdens. Key topics included portfolio strategies to manage unexpectedly high inflation, updates about the Inflation Reduction Act and how Medicare recipients will benefit, and more clarity around the Biden administration’s student loan forgiveness announcement, which borrowers can begin applying for in October. Overall, our industry thought leaders acknowledged that the economy is still working its way through the shock of the pandemic, which explains the volatility in markets seen this year.
- Chief Planning Officer Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®
- Tenured Wealth Advisor Susan Strasbaugh, CFP®, EA
- Director of Investment Strategy Kevin Grogan, CFA, CFP®
Beacon Hill Private Wealth is an independent, fee-only, fiduciary investment advisor providing evidence-based wealth planning solutions that simplify our clients' financial lives. Founder Tom Geoghegan, CFP®, CIMA®, CPWA®, RMA® is also a member of the National Association of Personal Financial Advisors (NAPFA).
Recorded September 15th, 2022.
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