Commentary 3/9/2020
Last week, market volatility reached levels that make many investors uncomfortable…. Read the full 3/9/2020 blog
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The Coronavirus Correction
In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth expectations, and investors worried about the possibility of recession.1, 2Efforts to contain the virus have included quarantines, factory and school closings, and […]
Commentary 3/2/2020
Last week, U.S. stock indices lost significant value when the coronavirus spread outside of China, and expectations for companies’ performance in 2020 changed. At the start of the week, markets anticipated positive earnings growth (i.e., higher profits) during 2020. By the end of the week…READ MORE
Never too young for life insurance
Life insurance can be used in the future, but more importantly, it can be used now. Find out why you’re never too young to buy life insurance with 23-year old Entrepreneur and Author, Caleb Guilliams.
The SECURE Act Changed Retirement, Estate, and College Plans
The SECURE Act included dozens of other provisions. Some went into effect immediately with the passage of the bill, and others were retroactive to the start of 2019. Many of these provisions will affect retirement, estate, and college savings plans.
Happy Valentine’s Day
Americans spent more than $20 billion on Valentine’s Day last year, and that number is expected to go up! Despite the cultural and technological changes in our modern world, people still enjoy a good old date – plus chocolates and roses. What are you planning to spend on Valentine’s Day?Whether you’re staying in or going out, […]
10 ways to love your brain
Growing evidence indicates that people can reduce their risk of cognitive decline by adopting key lifestyle habits. When possible, combine these habits to achieve maximum benefit for the brain and body.
How much do you want the IRS to inherit from you?
Who is your primary beneficiary? As of January 1, 2020, new rules that are described in the SECURE Act will impact both beneficiaries and taxes for those people that have a substantial net worth contained in their IRA, and guess what? – the IRS is looking for a raise.
Living longer- the 4 things to expect
These excerpts come from a great article written by Ron Carson that you can find here on Forbes. The big questions he references are: Will I have enough to retire? Can I continue my career into later stages of life? How many years will I have in retirement? What financial challenges will I need to […]
Is the retirement dream becoming more elusive?
Executive Summary The U.S. retirement landscape has changed dramatically over the past few decades. Fewer workers today are eligible to receive a pension and instead must save for their own retirements, typically through workplace savings plans. Replacement rates for Social Security are declining due to the increase in the “full retirement age.”* Income is becoming […]