• Political Races and the Fed
• Vote!
• Why I Say Prosperity
• End-of-Year Financial Tasks

References:

https://www.marketwatch.com/story/harris-and-trump-command-the-markets-attention-but-jerome-powell-may-steal-the-spotlight-89207883?mod=home-page

• Fed Movement
• Independent Government Agencies
• Money Isn't Scary
• ACA Deadlines

References:

https://www.marketwatch.com/story/fed-goes-quiet-ahead-of-its-nov-7-meeting-with-quarter-point-cut-seen-as-likely-e6bc35c9?mod=economy-politics

https://www.thinkadvisor.com/2024/10/21/supreme-court-rejects-bid-to-let-president-fire-agency-leaders/

• Upcoming Earnings
• Fiduciary Update
• Financial Vampires
• Small Business Retirement Plans

References:

https://www.marketwatch.com/story/this-rotation-in-stocks-is-the-bull-markets-lifeblood-as-s-p-500-logs-record-peak-e9f11974?mod=home-page

https://www.thinkadvisor.com/2024/10/07/top-dol-official-sees-a-nonsensical-reality-at-heart-of-fiduciary-fight/

• Aggressive Fed
• HSA Bills for Fido and More
• Info or Ad?
• Term and Whole Life

References:

https://www.marketwatch.com/story/fed-starts-rate-cutting-cycle-with-a-bang-but-wants-it-to-be-the-only-one-a44f0d37?mod=the-fed

https://www.thinkadvisor.com/2024/09/18/bill-could-throw-hsa-money-to-the-dogs-and-cats/

https://www.thinkadvisor.com/2024/09/09/new-house-bill-could-create-roth-like-hsa-alternative/

• Markets and the Fed
• Permanent DOL Fiduciary Fight
• Summer has Ended
• Multiple Risk Tolerance Levels

References

https://www.marketwatch.com/story/investors-zero-in-on-inflation-again-with-biggest-interest-

rate-cut-in-16-years-hanging-in-the-balance-f6fab4a4?mod=home-page

https://www.thinkadvisor.com/2024/08/27/dol-fiduciary-rule-battle-could-take-years/

• Fed Rate Cut
• Fiduciary Struggles
• Football and Finance
• Tax Deadlines

References:

https://www.marketwatch.com/story/stock-market-investors-should-focus-on-the-fed-over-the-presidential-election-9f621cc9?mod=home-page

https://www.thinkadvisor.com/2024/07/29/second-court-halts-new-fiduciary-rule-as-dol-hits-back/

• Market Rally
• Long-Term Care and 401(k) Proposals
• College Funding
• 401(k) Participation

References:

https://www.thinkadvisor.com/2024/08/12/house-bill-could-create-an-unlimited-ltci-premium-deduction/

https://www.thinkadvisor.com/2024/08/09/new-bill-extends-401k-access-to-workers-under-21/

Slowing Economy Advantages

Fiduciary Rule Litigation

Saving an Emergency Fund

Funding 529 plans 

References:

https://www.bloomberg.com/news/articles/2024-07-24/us-economy-growth-slows-and-the-fed-is-ok-with-it?srnd=homepage-americas

https://www.thinkadvisor.com/2024/07/26/dol-fiduciary-rule-halted-by-texas-court/

• Q2 Market Results
• Overturning Chevron
• Football and Finance
• Why Create a Financial Plan?

References:

https://www.thinkadvisor.com/2024/06/28/vanguard-warns-customers-to-hang-up-and-log-in-or-else/

https://www.thinkadvisor.com/2024/06/28/supreme-court-overturns-chevron-rule-in-blow-to-agency-power/ 

• Cooling Inflation
• 5th Circuit Challenges
• Investing in Fireworks
• RMDs

References:

https://www.bloomberg.com/news/articles/2024-06-22/fed-rate-cuts-latest-key-inflation-gauges-may-offer-path-to-move-in-september?srnd=economics-v2

https://www.thinkadvisor.com/2024/06/21/private-fund-rule-strikedown-puts-more-sec-rules-in-peril/