From: David H. Morgan & REAP
Dear Valued Clients,
March of 2020 will go down in history as one of the most chaotic months in modern national history. After an optimistic start to the year, the COVID-19 virus, an oil price war, and an old-fashioned Wall Street Panic took their toll on global markets. Congress has announced a fiscal stimulus package of more than $2 Trillion to…
A webinar presented by Patrick Brewer
Patrick is the founder of America’s Retirement Forum, a nationwide educational non-profit dedicated to helping pre-retirees plan for a successful retirement. Before founding America’s Retirement Forum, Patrick was the co-founder of SurePath Wealth Management, a financial advisory firm headquartered in Austin, TX. Patrick received a B.S. from the University of Delaware. He is a CFA® charterholder and a CPA.
If you…
From: www.aol.com
We all want to keep as much money in our pockets as possible, but it’s also important to know where to draw the line when it comes to pursuing deductions and other efforts that might lower your annual tax burden. Keep in mind that certain deductions and other information on a tax return…
Go to page: 4 Planning Approaches to Keep in Mind
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
You probably know more about your finances than the average person, but it never hurts to revisit a few key ideas as you continue to plan for your best future.
After all, understanding retirement and estate planning basics can help you and your family stay on track and ask the right questions when needed.
Take a look and…
Go to page: Top Home Remodeling Projects for Aging in Place
By Jennifer Frost
It has been projected that, by 2050, there will be an excess of 83 million people over the age of 65 in the USA, which is more than double the number of how many there are now. Of the current senior population, as much as 90% plan to remain in their own homes for the next 10 years, while only 65% of seniors between the ages of 60…
From: visualcapitalist.com
Few investors could have predicted that a viral outbreak would end the longest-running bull market in U.S. history. Now, the COVID-19 pandemic has pushed stocks far into bear market territory. From its peak on February 19th, the S&P 500 has fallen almost 30%.
While this volatility can cause investors to panic, it’s helpful to keep a long-term perspective….
From: visualcapitalist.com
Structured notes are gaining momentum in the market, with a whopping $2 trillion in assets under management (AUM) globally.
So why haven’t more investors heard of them?
Traditionally, structured notes had a $1 million minimum investment. They were only available to high-net-worth or institutional investors—but they are now becoming more accessible.
Today’s infographic from Halo Investing explains what…
From: visualcapitalist.com
Pan·dem·ic /panˈdemik/ (of a disease) prevalent over a whole country or the world.
As humans have spread across the world, so have infectious diseases. Even in this modern era, outbreaks are nearly constant, though not every outbreak reaches pandemic level as the Novel Coronavirus (COVID-19) has.
Today’s visualization outlines some of history’s most deadly pandemics, from the Antonine Plague to the current…
From: Brookstone Capital Management
Beginning in late February, the market began to exhibit wide daily swings. This happens in markets from time to time and is something that we anticipate when we construct portfolios. These wide swings lead to some short-term price dislocations, but as things calm down (and they will), an investor is likely to find that sticking to a diversified, risk-appropriate portfolio was the right decision.
Market history demonstrates…
From: www.bloomberg.com
In 2009, a new strain of H1N1 influenza emerged. It did not cause anywhere near the disruption that Covid-19 has, and for good reason.
In late March 2009, two kids living more than 100 miles apart in Southern California came down with the flu. By mid-April, their illnesses had been diagnosed as being caused by a new…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
