Wealth Speaks

The 4-Step Plan for Advisors When Markets Turn Volatile

By webteam | March 11, 2020 | 0 Comments

Nervousness around COVID-19 and its implications for the global economy, a price war over oil between Saudi Arabia and Russia and an “emergency” half-point rate cut by the Federal Reserve all combined to form the perfect storm for investors in early March. Markets came off their record highs from February to take our portfolios –…

Is Risk Lurking in Your Portfolio?

By webteam | February 11, 2020 | 0 Comments

“Ya gotta spend money to make money.” “The greater the risk, the greater the reward.” “No pain, no gain.” No matter where we look or what we read, we are reminded that growth always requires some level of risk. It’s especially true when it comes to growing our money; we know that investing is an…

The SECURE Act: What Clients Should Know

By webteam | February 4, 2020 | 0 Comments

Congress addresses previous weaknesses and issues related to retirement savings plans with the new SECURE Act, which is now in effect. CLICK HERE FOR THE REPORT

2020 Market Outlook

By webteam | January 16, 2020 | 0 Comments

Now’s a great time to look forward as we enter 2020 and to help your clients do the same. Check out our 2020 Outlook video. We’re here to help you stay abreast of the domestic and international issues that could be affecting markets this coming year. CLICK HERE FOR THE FULL REPORT Here’s to a…

Impeachment: Boom or Bust for the Market?

By webteam | January 9, 2020 | 0 Comments

The U.S. House of Representatives made history on Dec. 18, 2019 by voting to adopt articles of impeachment against President Donald J. Trump. The House has charged President Trump with abuse of power and obstruction of Congress, even as he has simultaneously delivered phase I of a trade deal with China and realized the implementation…

SECURE Act – What Advisors Need to Know

By webteam | December 31, 2019 | 0 Comments

Attached to the year-end spending bill that will go into effect tomorrow, Jan. 1, 2020 is the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). Below is a summary of changes to be aware of: Limiting Stretch IRA’s – Instead of withdrawals from an inherited (non-spouse) IRA being stretched over the lifetime of the…

Investor Tips for the New Year

By webteam | December 18, 2019 | 0 Comments

Flipping the calendar to a new year always signifies the end of one chapter and the beginning of another, but the start of a new decade is an especially fitting time to embrace a fresh start. Finance-wise, the first 20 years of this millennium brought the best of times and the worst of times for…

What to do in a Slow-Growth Economy

By webteam | December 3, 2019 | 0 Comments

The U.S. has enjoyed a good run. A record-setting, long-running bull market. Historically low unemployment. Economic strength and general prosperity. But what happens when growth begins to decline? CLICK HERE FOR MORE

The Wealth Report: ‘Tis the Season for Holiday Spending Tips

By webteam | November 14, 2019 | 0 Comments

Who says you have to wait until Black Friday to start your holiday shopping? One good way to avoid the holiday rush and take advantage of lower prices is to shop and mail early, then sit back and enjoy your newfound free time at the end of November with family and friends. Read on for…

A Tax Upon Your Gains

By webteam | November 1, 2019 | 0 Comments

It’s mutual funds distribution season. Many mutual funds will be calculating up their profits and distributing the capital gains to shareholders over the next two months. What many shareholders don’t understand, however, is that mutual fund capital gains tax is their responsibility, not the fund’s. How can you help your clients avoid tax surprises when…