An easy-to-read overview of some key SECURE Act changes that may affect your retirement strategy. Find the help you need to navigate the new rules! Call 410-908-9293, message us or pick an appointment time on our online calendar for a consultation.
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus.
Investors have now experienced their first disruption of the year: The Coronavirus. The investing experience is no stranger to unexpected surprises and on Monday, February 24th, all three major equity indexes fell over 3%. The -3.35% return for the S&P 500 was the worst daily performance since February 2018.
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients.
During the first three months of 2019, investors had a lot to cheer about as U.S. equity markets turned in their best quarterly gains in nearly a decade. This helped many of the major indexes to recoup a good portion of the losses that they suffered in the final months of 2018.
For a variety of reasons, October started the return of heavy short-term market turbulence and volatility. This has made it challenging for many investors. Since hitting their all-time highs, the Dow Jones has also seen correction territory (defined as a decline of more than 10%). The S&P 500 has also hit correction territory with a drop of over 10% from its all-time intraday high, and the technology heavy Nasdaq Composite has seen tougher times with declines of over 15% since hitting its peak. Clearly, many investors may be worried, so here is some timely information that may be helpful.
