From: www.seattletimes.com
Lost amid the easy move up of 2017 and the hot start to record highs in January was that the market had gotten, well, boring.
When the Dow Jones industrial average finished its 1,175-point drop on Monday, Peter in Seattle checked the balance in his 401(k) plan.
He had lost roughly $12,000 on the day. He was scared.
Jack in Braintree, Massachusetts — a 20-something who…
Deflation is when the price of a basket of goods declines. It’s the opposite of inflation. A common tool used to track deflation is the CPI or Consumer Price Index.
From: Paladin Research
There is a right way and a wrong way to select a financial advisor:
• The right way: You control the process you use to select an advisor
• The wrong way: You let the advisor control the process
The wrong way creates a major, hidden financial risk. When you let financial advisors control the process there is an increased risk you will select the…
From: www.aaepa.com
As I discussed in last week’s blog, retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average American’s wealth. Planning for these assets is critical, not just due to their value, but also due to their special nature.
Traditional IRAs and 401(k)s and the earnings on them are tax-deferred. Roth IRAs and 401(k)s are tax-free. However, there’s another characteristic of…
From: Cantor ETF Group
In recent years, ETFs have offered a welcome source of liquidity for bond investors, especially in sectors like high yield where trading in ETFs far outstrips the volume in the underlying securities. Yet recently, some investors have started to question whether that liquidity advantage is sustainable, or in the words of a writer at Investment News, a “mirage” (see The ETF Liquidity…
Inflation is when prices on normal goods and services moves higher over time. A common tool used to track inflation is the CPI or Consumer Price Index.
Go to page: Estate planning for blended families
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Second marriages and blended families have become increasingly common. Since estate planning can be more complex in these scenarios, it’s important to prepare for a variety of situations through research, planning and by reaching out for help when needed.
Trust in Trusts
A trust requires resources to set up and maintain, but when it comes to
From: National Association of Certified Financial Fiduciaries
David H. Morgan, MSFS, CEP® is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish this, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not…
From: investopedia.com
Through deductions, American wage earners have the chance to pocket more income, rather than hand over their hard-earned cash to the government. For those who keep good records, deductions can mean more money them – and less for the IRS.
This year, 2017, is a particularly important year to take any deductions that might be possible for you. Next year, the standard deduction is scheduled to…
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