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Update: Market Volatility

The past two years have seen a difficult-to-imagine series of major macro events and responses that are still in the process of playing out. Going into 2020 we had low interest rates and a strong economy. The emergence of the global COVID pandemic resulted in lockdowns and restrictions that in turn led to layoffs and…

2022 Q1 Market Commentary & An Introduction To Inflation Savings Bonds

Market Recap A lot has happened since year-end, just over three months ago. The biggest macro event is Russia’s brutal invasion of Ukraine. The human impact has been devastating and tragic to watch in real time. Our hearts remain with the people of Ukraine and all those affected as we hope and pray for a…

Quantitative Tightening – How the Fed is Taking Away the Punch Bowl

As inflation has become a daily headline, pundits debate the Federal Reserve’s response. Whether or not the Fed moves to reduce interest rates and end the era of “easy money” is no longer the question. The question now is simply, how fast will the Fed take away the punch bowl? Normally, the Fed’s main weapon…

Winter Newsletter

Welcome to our Winter Newsletter. In this issue, we give our 2021 market recap and what we expect heading into 2022. In addition, we discuss President Biden’s Infrastructure Investment and Jobs Act, recently signed into law. Lastly, we share updated figures as it relates to retirement plan contribution limits for 2022. Investment Commentary 2021 Market…

Social Security Soars in 2022

Social Security Gets Massive 5.9% Raise in 2022 The largest cost-of-living-adjustment since 1982 impacts 90% of seniors On October 13th, the Social Security Administration announced that Social Security and Supplemental Security Income benefits for tens of millions of Americans will increase in 2022. The press release stated the following: “Social Security and Supplemental Security Income…

Coronavirus Aid, Relief, and Economic Security (CARES) Act

On March 27th, the President signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This $2.2 trillion-dollar, 880 page piece of legislation contains an enormous amount of information that touches on many different aspects of our personal and professional lives. We thought it would be helpful to highlight portions which may affect…

David Peltz Promoted to Chief Executive Officer at JICO

Joel Isaacson & Co. LLC (“JICO”), a leading wealth management advisor specializing in financial planning, investment management and tax strategies, announced today that David Peltz was promoted to Chief Executive Officer of JICO, effective February 1, 2020. Joel Isaacson, founder of JICO, will continue as Chairman, guiding the leadership team
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