DOWNLOAD THE PDF āFar more money has been lost by investors preparing for corrections than has been lost in corrections themselves.ā āPeter Lynch Legendary manager of the Fidelity Magellan Fund Happy New Year! I hope your holidays were filled with love and laughter. As we close out 2021, I
DOWNLOAD THE PDF The year 2021 was an interesting one across the globe. Some markets started up and ended up down, some markets started slow and took off towards the end of the year. Over the past year, most equity markets are were up. US market was up 25.66%, International
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2021 most markets were up. The US Market was up9.28% while the International Developed Market was up 3.14% and the Emerging Market was
DOWNLOAD THE PDF In the update below, you will find the following links that will direct you to the topics and resources we have assembled for your benefit. I hope you find it informative and useful. If you have an extra second, read Section III: Around the MWA Office for
DOWNLOAD THE PDF Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2021 each equity market was DOWN. The US Market was down just 0.10% while the International Developed Market was down 0.66% and the
Government Shutdown – Will My Portfolio Go Down? You may have asked your advisor this question, googled this question, or just plain wondered āwill my portfolio go down if the government shuts down?ā The answer to this question is, probably not. This does not mean that you should not concern
Last month I broke a simple financial rule I follow regarding warranties and insurance. The purpose of any Insurance or warranties is to transfer catastrophic risk that you can not afford to bear. Follow the Rules If you follow rule 1 of our financial planning system, you will set aside
How to Save Taxes as a Business Owner With Kids Many Business owners today are looking for ways to save on taxes but didn’t know that they can pay their kids at a lower tax rate for work the kids do around the office. This strategy is one that has
The One Mistake Did you know that the death of a founder or owner of a company can lead to 17% job cuts and almost 60% lower sales? Often times, we as humans put the cart before the horse. However, when it comes to end of life decisions we like
Am I Paying too Much for My Investments?
Have you ever wondered if you are paying too much for your investments? If so, you’re not alone. We have clients come to us to be a second set of eyes on their portfolio and ask this quite often. The short of it is, maybe. You have to make sure