Author Archive | David Waldrop, CFP®

Inflation Chart 2022

Inflation – Why Is The Market Freaking Out?

Inflation and other events are impacting the financial markets resulting in increased volatility. I’ve heard it said that “history doesn’t repeat itself, but it rhymes.” If you look back at significant world events and their impact on financial markets, you will see wars, pandemics, natural disasters, and financial crises. What is going on today isn’t […]

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Bitcoin - Should You Get In?

Bitcoin – Should You Get In?

Bitcoin and cryptocurrencies are receiving significant attention lately. I’ve noticed an increase in emails and calls from clients about this subject. Below is a summary of the key issues related to Bitcoin and cryptocurrencies. Firstly, I’ll provide background information. After that, we’ll address whether you should get in. What is Bitcoin? Bitcoin is one of […]

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2022 Retirement Plan Limits

2022 Retirement Plan Limits

2022 Retirement Plan Limits have been released by the IRS. If there’s any constant with retirement planning, it’s change. Keeping up with these changes is key to ensuring maximum benefit from your retirement plan. There are no changes to IRA or Roth IRA contribution limits for 2022. However, 401(k), 403(b), 457 along with SEP and […]

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