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2019 Was a Big Year in the Stock Market – What’s Next for 2020?
Last week we talked about how 2019 was shaping up to be a great year for the stock market, rising about 30% for the year. Not too many people predicted that outcome a year ago! The natural question is: what’s in store for 2020? We don’t know – nobody does. But as I’ve mentioned before…
Merry Christmas! Our Christmas Traditions[Video]
Christmas is a time where there are many family traditions. We’ve all been talking about our family traditions that we want to share with you. Michelle: So one that I can think of is there is a time when we can always be there. So whether we celebrate a week after Christmas or a couple days…
Stocks Have Had A Great Year
It’s hard to believe that 2019 is almost over! Just a year ago the stock market was in the midst of a 20% correction and investors were nervously wondering whether a recession was on the horizon for ’19. Turns out those worries were misplaced! Through mid-December, the S&P 500 has generated total returns of ~30%…
Tax Reform Sunset [Video]
Tax planning is all about looking forward. What is going to be happening in years to come. Tax legislation thought is a very different topic because it changes or it stays the same until it changes. In 2018 we had the tax cut and jobs act, also known as the Trump Reform. And what that…
The Economy And The Stock Market Are Always Changing
We’ve been in a remarkable investment environment for the last 10 years. From the depths of the stock market lows in early 2009, the S&P 500 has increased over 400%. But what’s interesting is that the same types of companies have been leading the charge the entire time. Question is, can it continue? The U.S….
Charitable Contribution Grouping [Video]
There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are seeing people who…
Income Affects Medicare [Video]
As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer. And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is where Medicare Part…
Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video]
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
What A Difference A Year Makes
Investing is always a challenge. But investors have endured two radically different investment environments the last two financial years. These almost-comical headlines from CNBC – by the same author, no less – perfectly capture the 2018 and 2019 investment financial years. Here’s what’s interesting. In 2018, all the talk was about how strong the economy…
“Bund Yields Bounced Last Week” – WSJ
This was the curious headline in the Wall Street Journal recently talking about how German 10-year government bond yields (affectionately known as “Bunds”) climbed 0.15% in one week. That’s quite a move. But what wasn’t talked about is what the yield climbed too. As you can see in the chart below, the yield climbed all…
Happy Thanksgiving From All Of Us! [Video]
Thanksgiving is the season and time of year where we all get to stop reflect and celebrate what has happened throughout the last year. And we all have stories from this past year. And one that we are thankful for is your receptiveness to our growing team. And one of the things I’m personally thankful…
Are You Paying Too Much For Your Car?
Over the last five years, there has been a DRAMATIC INCREASE in the average car purchase payment. Let’s look at how much we actually pay for our cars and recommendations to make this less expensive for you and your family. Other than apple pie, nothing’s more American than having a car. We need them to…
