American Families Plan Tax Proposal – the Good, the Bad, and the Ugly

President Biden has been talking about increasing taxes for wealthy Americans since he started running for office. He formally released his proposed changes as part of the American Families Plan in April of this year. As often happens in the U.S. legislation process, there were lots of negotiations and compromises behind the scenes. The Ways and Means Committee recently released their votable version of a 645-page bill , which has significant changes from President Biden’s original... Read More
at Friday, September 17, 2021
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2021 Q2 Market Update

State of the Markets Positive momentum continued in the second quarter of 2021, resulting in very attractive returns for the first half of the year.  As of June 30, the global stock market (MSCI ACWI IMI) was up 7.2% for the quarter and 12.7% YTD. The U.S. stock market (Russell 3000) had positive performance of 8.2% in the quarter, bringing YTD returns to 15.1%. International developed markets (MSCI World ex USA IMI) rose 5.5% for the quarter, increasing YTD returns to 9.9%. Emerging... Read More
at Monday, July 19, 2021
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2021 Q2 Capital Market Review

Each quarter, we summarize market conditions and trends in our Quarterly Market Review. The review provides detailed information about global capital markets, including a timeline of events over the previous quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the U.S. and international markets.     Read More
at Tuesday, July 13, 2021
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MBJ Guest Column: Choosing a Financial Advisor? Six Themes to Guide You

Your money is important. Choosing a financial advisor who can help you manage your money and make good financial decisions is one of the most critical decisions you will make. So, what should you consider when making that decision?   Unfortunately, the world of financial advice is more complicated than it should be and often lacks clarity. Providers can label themselves differently – financial advisors, financial planners, wealth managers, or consultants – while providing... Read More
at Tuesday, June 22, 2021
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Jay Healy, Century Wealth Management Selected to Forbes Best-in-State Wealth Advisors

Century Wealth Management is thrilled to announce that our president and founder, Jay Healy, was recognized by Forbes as a Best-in-State Wealth Advisor for 2021. Individuals selected represent the industry's top tier, earning the distinction for both the breadth of their expertise and the highest-quality client experiences. "I am proud and humbled to join some of the most innovative and respected financial professionals in Tennessee and across the country," said... Read More
at Wednesday, May 12, 2021
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