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The Latest from TrekInsights.com

Yearend Growth Softens

Guest Post by Ned Davis Research The global economic expansion softened somewhat at the end of 2021, according to the latest PMIs, as the COVID pandemic continues to present challenges to the outlook. The global composite (services and manufacturing) PMI fell 0.5 points in December to 54.3. It was the first decline in four months and the lowest level since September.Growth ResilientThe latest reading, however, is still comfortably above its long-term average of 53.4, indicating robust growth. Moreover, the composite is historically consistent with 3.9% global real GDP growth.  The COVID pandemic, and the latest Omicron variant, continues to present the… [...]

Instead of facing the stress of unexpected financial situations, let’s plan ahead for them. For everyone, life happens no matter the age, year, or season. The different stages of life, such as starting a career or facing retirement, demand different financial needs. By making yourself aware of these demands, you would be able to stand confident amongst each life stage.Entering the Workforce.No matter your age, there will always be an opportunity that pulls you into the workforce world. Either you’re starting your first job ever, or you’re at the beginning stages of your career.The first steps towards financial literacy start… [...]

With the year coming to a close, it’s not too late to review your year-end tax decisions with these 8 tips.  1. Just as you may want to defer income into next year, you may want to lower your tax bill by accelerating deductions this year. For example, contributing to charity is a great way to get a deduction. And you control the timing.2 2. Don’t miss out on valuable tax deductions if you can itemize rather than claiming the standard deduction. According to the IRS, about 75% of taxpayers take the standard deduction, but could be missing out on valuable… [...]

Almost a Wrap! What Will 2022 Bring?

Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek FinancialAs 2021 comes to an end, we cannot help but get a bit choked up with gratitude. There is simply so much to be thankful for, starting with you, our clients, our readers. It’s great to think that we have walked together through the markets this year, together! For that we are extremely thankful and cannot imagine going through this adventure without your trust and friendship.At the outset of 2021, we hoped that by this point we would be “back to normal.” This had various meanings to so many people. And… [...]

This is the final week of open enrollment. As Medicare’s open enrollment period is due to end December 7, recipients of the program are preparing for a larger-than-expected jump in prices for premiums and deductibles.1,2 For example, Medicare Part B monthly premiums are set to rise to $170.10, a 14.5% increase and much higher than the estimate of 6.7%. The deductible for Part B will rise to $233, a 14.8% increase. The Part A deductible will increase to $1,556, up $72 in 2022.2 While many Medicare programs will carry over if participants take no action, it’s not clear that everyone is aware… [...]