Ep. 53 Launch Financial- Unpacking The Recent Tax Proposal and How it May Affect You with Shawn Donovan
Release Date: 09/22/2021
Ep. 287 Launch Financial- Yields Notch Record High To Start September
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss August in the markets, treasury yields and oil prices continuing to rise and worrying the markets, and back-to-school financial planning items that are top of mind! Email with any questions or inquiries! Show Notes:
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Ep. 286 Launch Financial- Consumer Confidence Fell in August on Sluggish Outlook
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic news for the markets to digest including lower consumer confidence, PCE, the Fed's preferred metric of inflation, along with wholesale and retail inventory numbers. All eyes remain on the bond market and oil prices and on a planning front, back to school checklist items! Show Notes:
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Ep. 285 Launch Financial- Bond Yields Hit Records on High Inflation and Oil
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss bond yields hitting record highs amid continuing inflation pressures, and rising oil prices. As the summer nears an end, we are thinking about tax planning, back to school budgets, and the housing market as interest rates are still top of mind! Show Notes:
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Ep. 284 Launch Financial- Dow Notches On Strong Earnings and Dip in Oil
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big day in the markets, with the Dow notching a record high on strong earnings to start the week and a decline in oil. All eyes remain on the geo-political developments in the Middle East, interest rates and oil prices as earnings season continues. It's been a great season of earnings, with "more than 84% of S&P 500 companies that have reported earnings have beaten expectations", according to FactSet. Show Notes:
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Ep. 283 Launch Financial- Federal Reserve Holds Rates Steady Amid Huge Earnings Week
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic data, with GDP numbers, the Federal Reserve decision to hold interest rates steady, and a monster week of earnings reports from tech companies. All eyes are on the markets as they continue to digest this slew of information and the impact on the bond market. Show Notes:
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Ep. 282 Launch Financial- Markets Brace for Big Week of Earnings
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a busy week ahead of corporate earnings. All eyes have remained on oil prices as investors believe it could keep consumer goods prices elevated, and in turn impact the future of interest rate policy. As we are nearing the final month of summer, we discuss financial planning topics that are top of mind for our clients. Show Notes:
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Ep. 281 Launch Financial- Markets Head For Strong End To Q2 & First Half of the Year
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we recap the end of the second quarter and reflect on what has been a volatile, but ultimately resilient, start to the year for the markets. We discuss the key drivers behind recent market performance, what investors can learn from the first half of the year, and why staying focused on a long-term financial plan remains as important as ever. Show Notes:
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Ep. 280 Launch Financial- SpaceX Surpasses Amazon in Market Cap
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss the recent market volatility following continued tensions in the Middle East, the Space X IPO, inflation data, and this week's Federal Reserve interest rate decision. Show Notes:
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Ep. 279 Launch Financial- Markets Face Volatility to Kick Off June
Launch Financial
Overview: As we kick off June and head into the heart of summer, we discussed what investors should be paying attention to amid the recent market volatility. While headlines continue to focus on inflation, interest rates, tariffs, and economic uncertainty, we explored why staying disciplined and focused on long-term goals remains critical, especially given the rollercoaster we've seen in the markets. We also covered June planning checklist items to tackle this summer and how this is a pivotal point in the year to make impactful financial decisions. Show Notes:
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Ep. 278 Launch Financial- The Hidden Value of Rebalancing Your Portfolio Amid Volatility
Launch Financial
Overview: After a brief hiatus, we're back just in time for the start of summer. Join us on this week's episode of Launch Financial as we discuss what's been driving markets lately, why volatility can make investors uneasy, and the importance of staying focused on your long-term plan. Given where the markets were just a few months back in March to the recent record highs, it might be prudent to take a look at your portfolio to identify if it has drifted from its targets. Tune in for our thoughts and insights on financial planning items to tackle to start June, and email with any...
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Curious about the details of the most recent tax proposal and how it may affect you and your financial situation? If so, tune into this episode of Launch Financial as we are joined with special guest Shawn Donovan for a second time to discuss the fine print of the recent proposed tax plan. Shawn Donovan is a CPA and Partner at Turner, Leins, & Gold, LLC.
Shawn is a Partner in the firm's Maryland office. He has more than 15 years of public accounting experience as a trusted business advisor for his clients. He is experienced in tax preparation, planning and consulting for high net-worth individuals, partnerships and corporations. Specifically he enjoys working with real estate developers, commercial real estate investors, other professional service firms and government contractors. Shawn also has experience in auditing and attestation for small and medium-sized businesses.
Shawn is a member of the American Institute of Certified Public Accountants and a Certified Public Accountant in the State of Maryland and Commonwealth of Pennsylvania. Shawn earned his Bachelors in Accounting from the University of Pittsburgh. In his free time, Shawn enjoys being active in the communities of Gaithersburg and Damascus with his wife and two sons.
If you have any questions for us or Shawn, send an email to info@shermanwealth.com.
What You'll Learn:
- How the most recent tax proposal may affect you
- How different tax rates could affect your financial situation