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The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached...
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Understanding FDIC InsuranceIt's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited...
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In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0.
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Monday, March 14, 2022
A presentation on Managing Wealth in 2022.
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Wednesday, October 28, 2020
Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and...
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Thursday, September 17, 2020
Tax reduction opportunities as part of an overall financial planning strategy One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios...
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Wednesday, August 12, 2020
Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain...
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Wednesday, July 15, 2020
After a sharp waterfall drop in March, major equity markets advanced strong in the second quarter. Following the Dow Jones Industrial Average's (DJIA) worst first quarter ever the index posted its best second quarter performance since...
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Wednesday, July 8, 2020
The SECURE Act creates an opportunity to review your retirement plan with an eye for tax planning. Determining the most efficient ways to either withdraw or pass to your beneficiaries your accumulated wealth is always an important decision.
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Wednesday, April 22, 2020
There are three bills enacted to help mitigate the economic impact of the Coronavirus pandemic: The Families First Coronavirus Response Act The Coronavirus Preparedness and Response Supplemental Appropriations Act Coronavirus Aid,...
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Tuesday, April 21, 2020
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and...
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Monday, April 13, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the...
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Wednesday, March 25, 2020
This week's letter from the Chief Investment Officer of LPL Financial LLC as I believe it does a great job of summing up what is going on in today's market. This letter from LPL Financial LLC speaks directly to the impact of COVID-19...
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Thursday, March 5, 2020
The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet...
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