Insights

Filter by:
forbes

News

4 Ways To Improve Your Estate Plan

By Jamie Hopkins Everyone’s heard the stories of celebrities who died without a proper estate plan in place. It’s been a hot topic in the last few years with Prince and Aretha Franklin serving as unfortunate faces of the phenomenon. But it’s not just freewheeling entertainers. Abraham Lincoln – a lawyer by trade – didn’t have one either, which leads me to say something you’ve probably never heard anyone say: don’t be like Abraham Lincoln.

Read More
trade wars and tariffs

Market Commentary

Weekly Market Commentary – November 11, 2019

Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.

Read More

Blog

The Week Ahead – November 4, 2019: Sometimes Paying the IRA Penalty Makes Sense

Paying the penalty may be worth it if the end result increases your assets. A case of a couple saving for retirement shows that a penalty is a small price to pay in building a bigger nest egg.

Read More

Blog

5 Things We Learned from our Client Advisory Board

For almost 10 years now, we have held an annual Client Advisory Board Luncheon where we get direct feedback from our clients. We invite our clients into our office to review everything we do, from marketing, communications and the services we offer. The goal is to determine from our client’s perspective what should we keep doing, what we should stop doing, and what we could improve. We know that we could never understand the client’s perception of the things we do. The Client Advisory Board allows us to get answers to questions that are rarely asked. Last week, we had...read the full article

Read More
Donor-advised fund, 2019

Monthly Newsletters

How to Maximize Your Giving with a Donor-Advised Fund

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift. 

Read More
retirement blunders

Videos

October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

Read More
retirement blunders

Videos

October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”

Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

Read More
WMC - november 2019

Market Commentary

Weekly Market Commentary – November 4, 2019

Last week was the business economic data week of the year. The Federal Reserve cut interest rates for the third consecutive meeting. Third-quarter GDP grew 1.9%, beating expectations of 1.6% while still falling short of 2% because of weakness in trade and business investment.

Read More

Blog

The Week Ahead – October 28, 2019: When to Apply for Social Security Benefits

With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.

Read More
inancial planning, compound interest,

Blog

Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

Read More