Stacy Goldstein

Money In Motion September 2022

Required Minimum Distributions 101
Understanding mandatory retirement account withdrawals
Managing Probate When Setting Up Your Estate
What can you do to help your heirs?

Money In Motion June 2022

Creating a Retirement Strategy
Most people just invest for the future, you have a chance to do more
The Behavior Gap and Your Financial Health
How might it affect you?

Money In Motion March 2022

How Market Cycles Can Impact Retirements
Sequence of returns can play a role in your overall portfolio
Major Risks to Family Wealth
Protect your family assets for future generations

3rd Qtr Portfolio & Market Observations 2022

The third quarter of 2022 started off with a great deal of optimism. Inflation appeared to begin flattening out with July’s CPI (Consumer Price Index) showing some moderation in price pressure. Additionally, the 2-year Treasury, a good bellwether of future interest rate hikes, stabilized and investors’ confidence began to grow. The market took off from […]

2nd Qtr Portfolio & Market Observations 2022

Equity markets declined significantly in the second quarter and exhibited heightened volatility in reaction to an increasingly gloomy outlook. It was only several months ago that the world economy was on track for a strong, albeit uneven, recovery from the pandemic. However, supply chain disruptions, the war in Ukraine, and shutdowns in China have dealt […]

1st Qtr Portfolio & Market Observations 2022

From the opening days of 2022, investors were taken on a wild ride during the first quarter that featured wide swings in stock, bond, and commodity markets around the world. Broad market volatility began to pick up in the first few days of 2022 as inflation readings hit multi-decade highs, prompting Federal Reserve officials to […]