Our Outlook
The financial planning industry is ever evolving at an extremely fast pace. Our Outlook is our way to make sure you have the latest information and SWA perspective on how to navigate your investment planning through the changes.
All Blog Posts from Our Outlook
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Procter & Gamble Commentary on Q3 2020 Earnings
Our Outlook
Days before reporting earnings, P&G announced a dividend increase of 6%. The company has paid a dividend every year since 1890. On April 17, 2020, Procter & Gamble reported fiscal 2020 third quarter earnings (here). The firm reported ‘core’ earnings of $1.17 per share, better than consensus expectations of $1.13 and up 10.3% from 2019 […]
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What Happens When You’re Facing Early Retirement at Procter & Gamble — Your Financial Future
Our Outlook
A Road Diverged As public companies strive to meet or beat earnings targets, change is inevitable. Sometimes brands or segments are consolidation to reduce costs. Employees impacted by a consolidation or reduction in force (RIF) may have the opportunity to take an early retirement package. Similar to retirement, deciding whether to accept an early retirement package […]
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P&G Stock Nuances You Need to Know
Our Outlook
Procter & Gamble has two main retirement programs for its employees: the P&G PST & ESOP Plan (PST Plan) and the P&G 401(k) Savings Plan. When it comes to the type of P&G stock contributions made inside your PST Plan, there are some important nuances that may benefit you as you look to achieve your financial goals. […]
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Confused by NUA Tax Rules for 2020?
Our Outlook
Now that 2020 is in full swing, what does the new decade mean for NUA tax rules? What’s new? What could you have missed as it relates to distribution decisions for your P&G PST Plan? Before diving into the NUA strategy yourself, let us provide a quick refresher and cover what it entails. What Is […]
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Procter & Gamble Commentary on Q2 2020 Earnings
Our Outlook
On January 23, 2020, Procter & Gamble reported fiscal 2020 2nd quarter earnings. The firm reported ‘core’ earnings of $1.42 per share, $0.05 better than consensus expectations of $1.37. Also, GAAP diluted net earnings was $1.41 per share. Aside: Why is there a difference between GAAP and ‘core’ earnings? GAAP, Generally Accepted Accounting Principles, includes everything […]
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Procter & Gamble Reports 2019 Q4 and Full-Year Earnings
Our Outlook
Procter & Gamble Q4 & Full-Year 2019 Earnings
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A Look at Tax Increase Proposals
Our Outlook
Taking a look at the recently proposed 3% wealth tax and raising the top marginal income tax rate to 70%.
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Much Ado About Tariffs
Our Outlook
Recently announced tariffs on steel & aluminum imports has created an economic commentary uproar. Should you be concerned?
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Tax Reform & Economic Impact
Our Outlook
In addition to reducing corporate & personal tax rates, recent tax reform has already resulted in dozens of U.S. Corporations announcing; new employee bonuses, increased minimum wage, new hiring intentions and new capital spending.
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P&G adds Nelson Peltz and Joseph Jimenez to Board of Directors
Our Outlook
Procter & Gamble adds Nelson Peltz and Joseph Jimenez to Board of Directors
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FOMC Rate Decision – November 2017
Our Outlook
The FOMC left the target rate unchanged at 1.00% – 1.25% effective November 1, 2017
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Commentary – August 22, 2017
Our Outlook
TD Ameritrade Economic research discusses the upcoming need for congress to pass a budget and raise the debt ceiling. Humanitarian aid and rebuilding from the devastation left by Hurricane Harvey on the Gulf Coast is a critical need that congress will also have to address.
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FOMC Interest Rate Decision – June 14, 2017
Our Outlook
The FOMC raised short term interest rates by 1/4 percent to 1.00% effective June 14, 2017.
