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.
Under the Big Top
Hi everybody, I hope you had a great summer. Today I’m going to talk about something that’s been in the news quite a bit and, to an extent, what is driving the financial markets right now. Yes, we know about the upcoming midterms, the geopolitical chaos and the worries about AI running wild. In the
Market Thoughts and Words of Wisdom Part 2
I’m going to make a few quick comments on the markets then I’m going to finish up with part two of Words of Wisdom. The stock market just hit alltime highs…40000 on the Dow. And yet there is concern about the economy. You might think with the Dow index at this level, that the economy
Retirement: Factors on When to Collect Benefits
When it comes to collecting Social Security benefits, there isn’t a one-size-fits-all strategy because everyone’s financial situation and retirement goals are different. However, here are some general strategies to consider: Ultimately, the best strategy for collecting Social Security benefits will depend on your unique financial situation, goals, health, and other factors. It’s essential to educate
Spring 2024 Financial Newsletter
Click image to view
Words of Wisdom
Happy New Year everybody. Nothing like that New Year Eve fresh start feeling, is there? You know this year marks my 43rd year in the financial service business sector. The days crawl and the years fly. Well, I’ve learned quite a bit over the years and I’ll share a few things with you. Not only
2024 Retirement Contribution Planning
January is a good time to assess whether you can increase your level of retirement plan contributions for the upcoming year. If you are self-employed, you may still have time to setup and fund a plan for the prior calendar year through your tax-filing deadline. Some limits have increased for 2024 while others have remained
2024 Tax & Retirement Updates
There have been several changes on taxes and retirement plans effective in 2024 that you need to know about. Retirement plan contributions were raised, so if your goal is to maximize funding in your IRA, Roth, 401(k), etc., be sure to check what you’re funding. Base limits are now $7,000 for IRAs ($8,000 ages 50+)
Your New Year Financial Roadmap
The confetti has settled, and the resolutions are set. While gym memberships and healthy eating habits often steal the limelight, the new year is also the perfect time to get your finances shipshape. From conquering debt to saving for dreams, let’s explore a roadmap to navigate your financial journey in 2024. Organization: control Before launching
7 Thoughts on the Current State of the Economy
1. The Fed Cutting Interest Rates We aren’t in a recession, my stock portfolio did well in 2023, and recent inflation numbers came in high. But the Fed says they will probably cut rates this year. Why? There are no guarantees that the Federal Reserve will cut rates to the extent they mentioned at the
Availability of Your 2023 Tax Documents
As a reminder, if your account was previously held at TD Ameritrade and converted to Schwab in 2023, you may be receiving two Form 1099s for your account. Delivery of both forms will follow your paperless preferences for Form 1099s. If you are enrolled in paperless delivery, you will receive a notification when your tax
