âThe key to making money in stocks is not to get scared out of them.â -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I donât know if it is my age or the heat radiating off my beautiful
A donor advised fund (DAF) is a type of charitable giving program that allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund to their favorite charities over time. In other words, it’s a way for donors to give to charity
Do you have a long-lost 401(k) or retirement account left with a former employer? Maybe it’s been so long that you can’t even remember? With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be surprised to learn of their unclaimed
Do you have extra cash and are wondering whether you should save it, pay off debt, or invest it? Maximizing the use of excess cash is a balancing act, where the answer is different in every situation. This article breaks down how to prioritize debt paydown, and how holding too
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
Government Shutdown – Will My Portfolio Go Down? You may have asked your advisor this question, googled this question, or just plain wondered âwill my portfolio go down if the government shuts down?â The answer to this question is, probably not. This does not mean that you should not concern
<<DOWNLOAD THE PDF>> If you have an extra second, read Section III: Around the MWA Office for a few attaboys. Please skim Section IIâs Warning label where I discuss todayâs high valuations, look at some charts and graphs, and issue a possible developing bubble warning along with some recommended portfolio
“How much do I need to retire” is one of the most common questions people have when it comes to their personal finances. Regardless of age, occupation, or socioeconomic status, most of us are wrestling with the same questions: How much is enough? How much do I need to be
IRS announces tax relief for Texas severe winter storm victims | Internal Revenue Service TX-2021-02, February 22, 2021 TEXAS â Victims of winter storms that began February 11, 2021 now have until June 15, 2021, to file various individual and business tax returns and make tax payments, […]
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