Fall 2022 Newsletter

2022-11-08T16:35:44+00:00

To say 2022 has been a lousy year for the financial markets would be an understatement. Here are some recent headlines: Blue Chips Slide Into a Bear Market; Pound Touches Record Low Against Dollar; War to Cost Global Economy $2.8 Trillion. To paraphrase Bob Dylan…the times they have a changed. Of course, we recognize [...]

Fall 2022 Newsletter2022-11-08T16:35:44+00:00

Election Uncertainty Remains, But Potential Outcomes Shrink

2020-11-04T23:04:46+00:00

Election Uncertainty Remains, but Potential Outcomes Shrink November 4, 2020 Election Day is finally behind us, and we sincerely hope you voted. Since the turnout was high and over half the ballots cast were mail-in ballots, it will take longer to count them all. While we wait for the votes to [...]

Election Uncertainty Remains, But Potential Outcomes Shrink2020-11-04T23:04:46+00:00

CARES ACT – Information You Need to Know

2020-04-07T22:34:40+00:00

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 [...]

CARES ACT – Information You Need to Know2020-04-07T22:34:40+00:00

Global Markets React to Coronavirus

2020-02-19T23:13:04+00:00

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 [...]

Global Markets React to Coronavirus2020-02-19T23:13:04+00:00

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

2020-01-23T18:49:15+00:00

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 [...]

The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond2020-01-23T18:49:15+00:00

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

2020-01-23T18:45:40+00:00

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 [...]

Retirement Plan Changes – Credits, Eligibility & More From The Secure Act2020-01-23T18:45:40+00:00

What About…

2020-01-23T18:46:30+00:00

January 17, 2020 What About... Phil Albitz, CFP® Happy New Year everyone… With this video, I’m going to talk about what’s going on and make some observations on what we see for the future under to existing circumstances. Now these aren’t forecasts. There is an old saying that goes something [...]

What About…2020-01-23T18:46:30+00:00

As Always, Now Is the Time for Diversification

2020-01-23T18:54:29+00:00

January 23, 2019 As Always, Now Is the Time for Diversification By Vance Albitz, CFP® If you’ve had a chance to look over the investment philosophies on our website, you’ll remember seeing seven principles that we stick to when implementing and monitoring an investment portfolio. If you haven’t seen them, [...]

As Always, Now Is the Time for Diversification2020-01-23T18:54:29+00:00

Here’s What You Should Know About Medicare If You’re Approaching 65

2020-01-23T18:49:53+00:00

January 17, 2020 Here's What You Should Know About Medicare If You're Approaching 65 By Sylvia Salguero 80 million baby boomers started turning 65 years old in 2011. Since then, approximately 10,000 boomers have been reaching Medicare age every day; this will continue until 2030. If you or someone you care about [...]

Here’s What You Should Know About Medicare If You’re Approaching 652020-01-23T18:49:53+00:00
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