Should You Care What the Financial Markets Do Each Day?
Focusing on your strategy during turbulent times
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s and IRA’s
Understanding today's realities
Global stock prices suffered a sharp first quarter fall as the COVID-19 pandemic triggered a global economic shutdown. This pandemic-driven selloff, heightened by turmoil in the global oil markets, was unprecedented in its speed and severity. From February 19th to March 23rd, the U.S. stock market lost over 30% of its value. The Dow JonesContinue Reading
Continue Reading: 1st Qtr Portfolio & Market Observations 2020 →2019 turned out to be a good year for the U.S. economy and an excellent one for investment returns with stocks bouncing back from a difficult 2018. From the beginning of the year, January’s rally helped set the tone in which the market responded to every downturn with a more sustained upswing. Along the way,Continue Reading
Continue Reading: 4th Qtr Portfolio & Market Observations 2019 →The Secure Act
Long-established retirement account rules change
2019 IRA Deadlines Are Approaching
Here is what you need to know
Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages. The key argument for going RothContinue Reading
Continue Reading: A Roth IRA’s Many Benefits →Avoiding Large Losses in Your Portfolio
Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
Understanding the Alternate Valuation Date
Is it appropriate for your estate?
The third quarter seemingly packed a year’s worth of market action into three fast moving months. Regardless of your stock market, interest rate or economic viewpoint, there was something for everyone in this fluid and volatile quarter. It began in bullish fashion as most of the major stock benchmarks jumped to all-time highs in theContinue Reading
Continue Reading: 3rd Qtr Portfolio & Market Observations 2019 →The second quarter of 2019 continued to be volatile. The roller coaster market started off well in April, but experienced a large and swift pullback in May, mostly due to investors’ fear about trade and tariff tension with U.S. and China, only to rebound and soar by the end of the quarter. With the bestContinue Reading
Continue Reading: 2nd Qtr Portfolio & Market Observations 2019 →Ten Years, Tremendous Gains
A look at where stocks were in 2009 and how they have performed since
Long-Term Investing Truths
You learn lessons as you invest in pursuit of long-run goals
Reducing the Risk of Outliving Your Money
What steps might help you sustain and grow your retirement savings?