Posts Tagged ‘Clients’

The 4-Step Plan for Advisors When Markets Turn Volatile

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 –…

Read More

Avoid Surprises Related to Mutual Fund Distributions

Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…

Read More

Why Some Clients Should Take Social Security Early

Click to watch! This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.…

Read More