Election Uncertainty Remains, But Potential Outcomes Shrink
Vance Albitz2020-11-04T23:04:46+00:00Election 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 [...]
CARES ACT – Information You Need to Know
Vance Albitz2020-04-07T22:34:40+00:00CARES 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 [...]
Global Markets React to Coronavirus
Vance Albitz2020-02-19T23:13:04+00:00Global 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 [...]
The SECURE Act – Two Key Changes Which May Affect Your Retirement Account in 2020 and Beyond
Vance Albitz2020-01-23T18:49:15+00:00January 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 [...]
Retirement Plan Changes – Credits, Eligibility & More From The Secure Act
Mark Albitz2020-01-23T18:45:40+00:00January 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 [...]
What About…
Vance Albitz2020-01-23T18:46:30+00:00January 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 [...]
As Always, Now Is the Time for Diversification
Vance Albitz2020-01-23T18:54:29+00:00January 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, [...]
Here’s What You Should Know About Medicare If You’re Approaching 65
Mark Albitz2020-01-23T18:49:53+00:00January 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 [...]
Middle East Tensions Go from Boil to Simmer
Vance Albitz2020-01-10T00:30:26+00:00Middle East Tensions Go from Boil to Simmer January 8, 2020 • Tensions with Iran have been rising but may be cooling now. • The situation is fluid and there are still risks that may impact your portfolio. • Focusing on what you can control, and diversifying risk factors is prudent. [...]