Wealth Management Blog

Is Your Company Ready for What’s To Come in 2017?

Posted by Wealth Management Team on Jan 19, 2017 11:51:51 AM

Is Your Company Ready for What’s To Come in 2017?

 

No matter what you think about the newly elected administration, it is clear that nothing about it will be “business as usual.” As companies prepare for 2017 and beyond, their leaders must pay particular attention to regulatory changes, employee retention, retirement benefits, and the possibility for real and tangible tax reform. If your business is going to maximize potential benefits and mitigate potential pitfalls, it must be informed. 

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Topics: Retirement, Retirement Planning, 401ks

Investment Basics: To Roth or Not to Roth?

Posted by Colin OShea on Jan 17, 2017 2:16:29 PM

Investment Basics: To Roth or Not to Roth?

More than 20 million Americans have already made the decision to take advantage of a Roth individual retirement account (IRA). Isn’t it time you checked out the Roth IRA’s distinct advantages and how a Roth — or traditional — IRA can help you prepare for retirement? 

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Topics: Roth IRA

Putting Recent Market Behavior in Perspective

Posted by Krista Biernbaum on Jan 17, 2017 1:52:20 PM

Putting Recent Market Behavior in Perspective

Since the conclusion of the U.S. presidential election on November 8th, we’ve witnessed U.S. equity markets rally, bond prices fall, and the dollar strengthen. The U.S. equity markets hit several new all-time highs and the yield on 10 year Treasury notes rose from 1.80% the day before elections to close the year at a 2 year high of around 2.45%.

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Topics: Financial Planning, U.S. Equities

2017 Resolution #1: Get Your Finances Into Shape

Posted by Wealth Management Team on Jan 12, 2017 11:12:36 AM

2017 Resolution #1: Get Your Finances Into Shape

“Health is like money,” the Josh Billings quote goes. “We never have a true idea of its value until we lose it.” And the sentiment carries into our financial well-being, too, as stressing about finances can have a negative effect on our physical and emotional fitness. As this year draws to a close and we ramp up to another one, it’s time to take a good look at how you can firm up your financial core, improve your saving stamina, and increase your fiscal flexibility. 

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Topics: Financial Planning

There Is No Such Thing As Coincidence

Posted by Michael List on Jan 9, 2017 12:40:02 PM

There Is Not Such Things As Coincidence

In a complex and sometimes random world, things occur that we attribute to coincidence.  Like a blue moon, running into your neighbor at the mall in another city, or writing the investment commentary on my birthday.  Well, that is just what has happened to me, as I have the pleasure of writing this week’s commentary on my birthday. 

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Topics: Financial Planning, Stock Market, Stocks

Investment Basics: Investment Income and Taxes

Posted by Colin OShea on Jan 9, 2017 12:10:57 PM

Investment Income and Taxes

It’s great to earn money on your investments. Uncle Sam thinks so, too. How much of your investment income will be taxed generally depends on the type of investment.

 

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Topics: Investing, Taxes, Investment Basics

2016 Market Reflections

Posted by Tom Limoges on Jan 3, 2017 2:09:38 PM

2016 Market Reflections 

As we close the books on 2016 and reflect on the markets, last year was one of the more eventful years since the financial crisis. 

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Topics: Stock Market, market volatility

Investment Basics: Get in the Habit — Smart Investing Habits to Adopt This Year

Posted by Colin OShea on Jan 3, 2017 10:33:49 AM

Investment Basics: Get in the Habit — Smart Investing Habits to Adopt This Year

Some of your New Year’s resolutions may be to break a few of your bad habits and to take on some new, positive habits. If you’d like to improve your investing habits, setting up daily, monthly, and yearly routines may help.

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Topics: Investing, Investment Basics

All I Want After Christmas Is A Santa Claus Rally!

Posted by Don Yusten on Dec 27, 2016 11:44:12 AM

All I Want After Christmas Is A Santa Claus Rally!

As we close out 2016, we reflect back on the year. This year included a presidential election, an interest rate increase by the Federal Reserve Open Market Committee, markets flirting with all time highs, and of course Christmas and Holiday celebrations.

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Topics: Stock Market

Investment Basics: Your Retirement Savings: Making Up for Lost Time

Posted by Colin OShea on Dec 27, 2016 10:41:53 AM

Investment Basics: Your Retirement Savings: Making Up for Lost Time

Maybe you didn’t start saving as early as you should have. Or maybe you’re just not contributing enough to your plan. No matter what your reason is for lagging behind in the retirement savings department, the sooner you do something about it, the better.

 

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Topics: Retirement, Retirement Planning, Retirement Savings