Please click on the following link for a full review of the 2020 2nd Quarter Market Review
Student of the Market - June 2020
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - June 2020
Should You Change Your Investing Strategy
With the market volatility over the past 3 months, many investors are asking, "Should I be changing my investments?
There is no one-size-fits answer, but some tweaks might make sense.
Disciplined investors create a diversified portfolio of investments that are not all directly correlated to each other. Wise investors take this one step further and adjust their portfolios as market cycles shift. A consistent buy-and-hold strategy might be far more risky than one that involves tactical shifts according to the season.
Student of the Market - May 2020
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - May 2020
Bounded by Covid-19 & Stay-At-Home? Learn Money Mindfulness
Use money to enhance your life and the lives of those around you
Money matters are complex and even scary. How you choose to approach finances mentally is key to mastering them.
Financial advisors call this “money mindfulness.” And it’s a mentality that can be worked on while we’re following the current “stay-at-home” orders of our local and federal government.
It is difficult to deal with your finances on your own because the technical aspects can be bewildering. Investment options, taxes, interest rates and securities transactions in general are overwhelming for folks outside of the finance industry. Few of us understand the math necessary to handle our own money, even at a minimal level.
Plus, there’s a real element of danger about finances. Nearly everyone has been ripped off at some point. Many of us are wary of trusting anyone, even family members, with our money.
It Start with Our Behavior…
Market Commentary - 1st Quarter 2020
Please click on the following link for a full review of the 2020 1st Quarter Market Review
2019 Annual Market Report
2020 Contribution Limit Changes & the Secure Act
Understanding the changes for 2020 so you can maximize your retirement
With the new year comes some new changes to retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure Act, there is a lot to digest.
Here are the highlights:
IRS Cost-of-Living Adjustments
Detailed in Notice 2019-59 and posted on IRS.gov, the IRS is increasing the contribution limits to 401(k) and other retirement plans starting January 1, 2020, including:
Year-End Charitable Giving
A list of things to consider as you think about year-end charitable donations
With its blinking lights, family traditions, and festive music, December is the most wonderful time of the year. And according to Charity Navigator, the month of December really is wonderful because December sees approximately 30% of all annual charitable giving.
Despite the greatest of intentions, many will inevitably make mistakes in how they give, especially if they wait until the last minute. So, here is a list of things for you to think about as you consider your year-end charitable donations…
Key Questions for the Long-Term Investor
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.
Trying to answer these questions may be intimidating but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, that may help improve investors’ odds of investment success in the long run.
