Mueller Financial Services Insights
Help pursue your financial goals by staying up to date on all things Mueller Financial Services and wealth management.
April 3, 2023 | Weekly Market Commentary
Who Is Right, Federal Reserve or Financial Markets?
Printer Friendly Version Financial markets and the Federal Reserve are reading from two different playbooks. Who is right? The markets …
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March 27, 2023 | Weekly Market Commentary
The 36-Hour SVB Collapse and Hierarchy of Blame
Printer Friendly Version A lot has changed in the past few weeks, both in terms of expectations for interest rates …
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March 21, 2023 | Risk Analysis & Insurance
Looking Into Long-Term Care Facilities
The need for long-term care assistance continues to grow. Roughly 5.8 million people in the United States used paid long-term …
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March 20, 2023 | Weekly Market Commentary
Wading Through Financial Stability Risks: An Action Plan
Printer Friendly Version The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the …
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March 14, 2023 | Financial Planning for Women
5 Tips to Help Prepare For a Possible Layoff
The threat of a recession has persisted for over a year. With this uncertainty, many businesses may be considering layoffs. …
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March 13, 2023 | Weekly Market Commentary
Stress in Banking System | Latest Equity Asset Allocation Views
Printer Friendly Version Last week did not play out how we anticipated. Coming into the week, it was all about …
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March 13, 2023 | Client Letter
SVB Collapse
Dear Valued Investor, Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB …
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March 9, 2023 | Retirement Planning
New Tax Law Improves QCD Benefits
Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified …
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March 8, 2023 | Retirement Planning
5 Major Tax-Favored Retirement Plan Changes for Individuals
After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0). …
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March 6, 2023 | Weekly Market Commentary
No Landing. No Sense: Suggesting an Economy Makes “No Landing” Makes No Sense
Printer Friendly Version Suggesting an economy makes “no landing” makes no sense. Analogies eventually break down, especially this one. Economic …
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March 2, 2023 | Client Letter
Waiting for New Highs
Dear Valued Investor, Financial markets have experienced quite a bit of change this year in just two short months. We …
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February 27, 2023 | Weekly Market Commentary
Debt Ceiling Primer: What You Need to Know
Printer Friendly Version While concerns about the debt ceiling have been increasing, markets, businesses, and the economy are likely to …
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February 21, 2023 | Weekly Market Commentary
What’s Changed in the Markets in 2023 and What It Could Mean
Printer Friendly Version Markets have adjusted to several changes this year. The pace at which inflation has cooled is slowing. …
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February 13, 2023 | Weekly Market Commentary
Trying to Stick the Landing
Printer Friendly Version Soft landing or no soft landing, that is the question, with all due respect to William Shakespeare. …
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February 6, 2023 | Weekly Market Commentary
Brightening Outlook for International Equities: Have the Tides Turned
Printer Friendly Version Investors got more excited about international investing late last year. Some of that was chasing better returns, …
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