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The Power of International Networking

Nano Tools for Leaders® are fast, effective leadership tools that you can learn and start using in less than 15 minutes — with the potential to significantly impact your success as a leader and the engagement and productivity of the people you lead.

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Tax Policy Outlook

In a recent fiscal year, a significant $1.7 trillion budget deficit has prompted discussions about US fiscal policy. Suggestions for future measures include spending cuts or potential tax adjustments around 2026.

SECURE 2.0 Act: 529 to Roth IRA rollover

While 529 account holders diligently stow funds away for a child’s education with good intentions, sometimes fate has different plans. What happens if the beneficiary pursues an alternative career or goes to a fiscally friendly school?

Joe Zidle: Friedman’s Lag Suggests Vigilance

Economist Milton Friedman’s “long and variable” lag could, along with current household and corporate debt dynamics, help explain the economy’s muted reaction to this hiking cycle.

Still Overvalued

The Federal Reserve’s monetary policy has changed since the 2008 financial crisis, resulting in a lack of direct link between interest rates and the money supply. Recent economic reports suggest the Fed may raise rates further, impacting equity valuations.

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The Liabilities of Success

It’s easy to idolize the accomplishments of those who are more successful than you, but it’s hard to understand the price they paid for that success.

Your Roth 401(k) is about to become a much better retirement plan

Since it first became available in 2006, the Roth 401(k) has been a great plan for your retirement. It allows you to invest after-tax money directly from your paycheck that then grows tax-deferred.

Bank Problems Aren’t Over But It’s Not 2008

Yes, we have banking problems. No, this is not 2008. It’s much more like the 1970s Savings & Loan problems. In other words, we do not have credit problems today, we have duration (asset-liability) problems.

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CWS with Revive Insurance: Your Expert Guide to Navigating Medicare

We know that understanding Medicare can be a real headache, which is why we are thrilled to introduce you to Ira Sorenson of Revive Insurance to help easy the pain.

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Housing Market Update for Spring 2023

CWS is excited to introduce our first guest , Scott Robbins from Summit Sotheby’s International Realty, with an update on the spring 2023 housing market.

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