Ep. 53 Launch Financial- Unpacking The Recent Tax Proposal and How it May Affect You with Shawn Donovan
Release Date: 09/22/2021
Ep. 292 Launch Financial- Markets Notch Fresh Record Highs On AI Trade
Launch Financial
Overview: Tune into this week’s episode of Launch Financial as we kick off Q4 and discuss markets pushing toward new records, falling Treasury yields and oil prices, and continued strength in technology and chip stocks. We also look ahead to this week’s Fed commentary and jobless claims, along with next week’s CPI and PPI inflation data and the start of Q3 earnings season as insight to the future of interest rate policy from the Federal Reserve. Show Notes:
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Ep. 291 Launch Financial- Bond Yields Continue to Rise to Close out Q3
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss the second quarter coming to a close as treasury yields continue to rish to multi-year highs. All eyes are on this week's economic data ahead including PCE, consumer confidence, retail and wholesale metrics, and unemployment numbers. Email with any questions or inquiries. Show Notes:
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Ep. 290 Launch Financial- 10-Year Treasury Yield Hits 19-Year High
Launch Financial
Overview: Tune into this week's episode of Launch Financial following last week's big moves from the Federal Reserve hiking interest rates for the first time since July 2023. All eyes continue to be on the bond and oil markets as they continue to rise and notch records high. On the financial planning front, we discuss fall budgeting, tax planning, and preparing for open enrollment season. Show Notes:
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Ep. 289 Launch Financial- All Eyes On Federal Reserve Interest Rate Decision Ahead
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead as all eyes are on the Federal Reserve and whether they will begin another hiking cycle at their FOMC meeting this week as treasury yields continue to notch record highs. As we head into the fall season, tax planning and preparing for open enrollment season are top of mind. Email with any inquiries or questions. Show Notes:
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Ep. 288 Launch Financial- Bond Yields and Oil Prices Continue Their Rise
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead for the markets, including upcoming CPI and PPI inflation data as investors await the FOMC’s interest rate decision later this month. All eyes remain on rising Treasury yields and oil prices, along with the factors continuing to shape the Federal Reserve’s next move and overall market sentiment. Show Notes:
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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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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