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THE ALBITZ/MILOE FINANCIAL BLOG

We’re passionate about providing you with information about finances, financial planning, investing, and more.  Choose a category below to start reading or view our recent posts.

OUR LATEST POSTS:

Economic Data Is Bad, but That’s Not What’s Worrying Investors

Economic Data Is Bad, but That’s Not What’s Worrying Investors May 15, 2020 • Recent stock market weakness is not due to the horrible economic data. • Emerging factors point to slower, U-shaped recovery. • We believe volatility will endure as uncertainty remains high. Equity markets are retreating for a fourth consecutive day as dreadful economic data [...]

May 15th, 2020|

Non-Qualified Variable Annuities – Time for a Review

May 8, 2020 Non-Qualified Variable Annuities – Time for a Review By Clete Albitz, CFP® If you own a non-qualified variable annuity, a confluence of events has made it a worthwhile time to review your contract. A brief review of this type of account: A non-qualified variable annuity is typically setup by an individual who has already [...]

May 8th, 2020|

CARES ACT – Information You Need to Know

CARES ACT - Information You Need to Know April 6, 2020 The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time. Most recently, President Trump signed the Coronavirus Aid, Relief, and Economic [...]

April 6th, 2020|

Global Markets React to Coronavirus

Global Markets React to Coronavirus February 18, 2020 • Global markets drop on the spread of coronavirus • Selling could continue as investors look for a reason to sell • Expect volatility to increase on uncertainty Global markets moved sharply lower on news that the spread of the 2019-nCoV virus, commonly known as coronavirus, is accelerating. [...]

February 18th, 2020|

The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond

January 10, 2020 The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond By Clete Albitz, CFP® The SECURE Act which stands for “Setting Every Community Up for Retirement Enhancement” was signed into law December 20, 2019.  1. Required minimum distributions delayed slightly to age 72:  Effective January [...]

January 22nd, 2020|

Retirement Plan Changes – Credits, Eligibility & More From The Secure Act

January 17, 2020 Retirement Plan Changes - Credits, Eligibility & More From The Secure Act By Paul Miloe, CRPS® The passage of the SECURE ACT in late December has created several changes to employer-sponsored retirement plans. For employers with under 100 employees, the plan start-up credit has been increased to the greater of $500, or the [...]

January 17th, 2020|
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