The SHJ Blog

Investment education, market insights, and other thoughts from our financial services team to help you Plan, Invest, and Succeed.

Important Birthdays Over 50

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Important Birthdays Over 50 Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last.…

Inside the Economy: Consumers and the Federal Reserve

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Watch on YouTube> This week on “Inside the Economy”, we discuss the good news for consumers and bad news for the Federal Reserve. Spending on new manufacturing construction projects has…

A Taxing Story: Capital Gains and Losses

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A Taxing Story: Capital Gains and Losses Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.…

Inside the Economy: Labor, U.S. Debt, and Foreclosures

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Watch on YouTube> This week on “Inside the Economy”, we explore where the economic slowdown is coming and where it is not. Household credit card debt has increased over the…

Roth IRA for Kids

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Roth IRA for Kids Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice…

Inside the Economy: Households, Commercial Real Estate, and the Dollar

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Watch on YouTube> This week on “Inside the Economy”, we assess household net worth and assets, commercial real estate, and the Dollar. The U.S. consumer has a strong balance sheet;…