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Weekly Market Commentary – November 4, 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.

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

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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.

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Compounding Wealth (and Wisdom)

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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.

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Weekly Market Commentary – October 28, 2019

Market Commentary

Weekly Market Commentary – October 28, 2019

Economic data reinforced the view that trade disputes are pressuring economic growth and creating an uncertain environment for businesses to invest. Whether it was the weekly Brexit roller coaster, the U.S. durable goods report,

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Medicare and Social Security Milestones

Infographics

Medicare and Social Security Milestones

Medicare and Social Security can be confusing. However as you approach retirement, they become very important and are no longer avoidable. Use our Medicare and Social Security Milestones infographic to guide you as you approach retirement!

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The Week Ahead – October 21, 2019: 5 Things to Know About Social Security Spousal Benefits

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The Week Ahead – October 21, 2019: 5 Things to Know About Social Security Spousal Benefits

You’re probably aware that if you work and therefore pay into Social Security, you’re entitled to benefits in retirement. But what if you never worked? What if you were the one in your family who stayed home to raise kids or maintain the household?

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2019 Roth IRA Contributions and Conversions, RMD’s, Back Door Roth Conversions

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2019 Roth IRA Contributions and Conversions, RMD’s, Back Door Roth Conversions

Action required by December 5, 2019! Consider a Roth IRA Conversion We encourage all clients to consider whether a Roth IRA conversion makes sense for you. We have discussed this item with many of you, and many chose to wait until the end of the year. Well, that is now! If you want to do a Roth conversion, please contact us immediately! Monies from a Roth IRA grow tax free and can be withdrawn tax-free (for both you and your heirs), and Roth IRAs do not have RMDs (Required Minimum Distributions) during your lifetime. This means that Roth IRAs can be...read the full article

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Quarterly Market Outlook: Q4 2019

Videos

Quarterly Market Outlook: Q4 2019

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Weekly Market Commentary – October 21, 2019

Market Commentary

Weekly Market Commentary – October 21, 2019

Great Britain’s prime minister and the European Union reached an agreement for Britain to exit the European Union on October 31, 2019, pending the approval of the British Parliament. Efforts to secure Parliament’s approval over the weekend were postponed to this week as Brexit opponents seek to shift enough votes to thwart the deal.

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2019 Last Chance Financial Planning Checklist

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2019 Last Chance Financial Planning Checklist

Use this checklist to review all of the important things that you should consider in your year-end review and plans for next year. This can help us prepare and discuss possible scenarios for 2019 and 2020.

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