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Weekly Market Commentary – January 21, 2020

Market Commentary

Weekly Market Commentary – January 21, 2020

Optimism from continued progress on trade pushed the S&P 500 to new highs last week. The U.S. and China signed a “phase one” deal that included an agreement by the U.S. to reduce tariffs in exchange for promises of increased purchases of U.S. goods by China and adjusted rules to allow U.S. corporations to better compete in China.

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Client Experience

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Client Experience

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10 Tax Planning Tips Your CPA Might Have Missed

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10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Free Guides

10 Tax Tips

CPAs and the online programs you might use come tax time specialize in preparing your taxes — not tax planning. Think bigger than year to year. Tax planning takes into account the larger picture of your investments, assets, estate strategy and other parts of life to protect your finances over decades.

Our resource “10 Tax Planning Tips Your CPA Might Have Missed” breaks down this complex discussion into concrete, actionable items that can help you think strategically about taxes.

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What questions should you be asking your financial advisor?

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What questions should you be asking your financial advisor?

Here are a few tips and questions to ask your financial advisor when you are trying to determine if they are the right fit for you.

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Weekly Market Commentary – January 13, 2020

Market Commentary

Weekly Market Commentary – January 13, 2020

The U.S. employment report missed expectations, but it reinforced our view that the U.S. labor market remains strong. As shown in the accompanying chart, 145,000 new jobs were created, missing expectations of 160,000. Wages have risen 2.9% over the last year, falling below 3% for the first time since late 2018.

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How much do I need to Retire?

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How much do I need to Retire?

How much do you need? There are many factors that play into what that number may be. Contact us if you would like to learn what your number may be.

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What does a financial planner do?

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What does a financial planner do?

A lot of people wonder what exactly a financial planner can do for them. Here is a couple of the ways we work with our clients. Contact us if you would like to learn more.

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The importance of setting goals

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The importance of setting goals

Why is it so important for people to set goals? Goals can help to be your roadmap and much more. Contact us if you would like to work on goal setting.

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Why I became a financial advisor

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Why I became a financial advisor

What is it that drives you to do what you do?  Brennen explains why he decided to get into the industry he did.  Contact us if you would like to learn more about what we do.

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