Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Timely Q & A
A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”
Series I Savings Bonds
Investors are increasingly concerned with ways to protect their savings from rising inflation. Series I Savings Bonds are a unique asset that can meet this objective. These savings bonds are issued by the U.S. Treasury and the current annual yield is 3.54%. This rate is comprised of a fixed rate, currently 0%, and a floating
Spring 2021 Financial Newsletter
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Downsizing in Retirement
As you get older and closer to retirement, you start to re-evaluate what is the highest priority at this stage in life. Health and family are much more important than a larger home with a big backyard and a pool. Are you at the stage in life when you begin to consider downsizing or moving to another
The Inflation Genie
It’s March already; the days might crawl but the months and the years fly. At this time last year, the markets were in the midst of a swift and steady crash. The stock market dropped 35% in a matter of weeks. Now, a year later, the stock market is near a high level but it is fibrillating again.
Last Minute Tax Planning for 2020
With the 2020 tax filing deadline approaching, here are some post year-end tax planning strategies you may still be able to use and apply to your 2020 tax return. Retirement Contributions If you have not yet funded an IRA or Roth IRA for the 2020 tax year, you can still do so up until April
Prop 19
*Updated* – Over 55 and Entering Escrow in California – Be Wary of Prop 19 While the portion of Prop 19 covering family transfers became effective Feb. 15th, the portion that allows a value transfer on a principal residence for anyone age 55+ (or disabled), becomes effective on April 1st. If you’re looking to purchase a
Inflation on the Horizon in 2021
The United States has not seen significant inflation in almost 40 years. That may change soon, thanks to a massive federal deficit, pent-up demand when quarantine restrictions are removed, a shift in Federal Reserve monetary policy, and an “unprecedented” (how many times have you heard that word in 2020?) amount of dollar printing to fund
3 Minute Video: A Few Things You Can Control
It’s mid-December and we are so close to turning the page on 2020. But while turning the page might end a chapter, it doesn’t mean the conclusion to the story. There is still a lot of interesting stuff going on right now and it sure feels like we have another three- or four-months of 2020’s
