Trading in your car – Bid/Ask Spreads
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A Retirement Fact Sheet
Some specifics about the “second act.” Provided by Mark K. Lund, Financial Advisor Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback
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Growth Report – Monday, September 23, 2019
THE WEEK ON WALL STREET Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the world’s largest oil fields brought a shock to the global oil market.
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Will You Avoid These Estate Planning Mistakes?
Too many wealthy households commit these common blunders. Provided by Mark K. Lund, Investment Advisor Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to
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Growth Report – Monday, September 16, 2019
THE WEEK ON WALL STREET Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average.1 Small-cap shares, as tracked by the Russell 2000 index, rose 4.85% in five days. The S&P 500 improved 0.96% for the week,
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What the SECURE Act Could Mean for Retirement Plans
If passed, it would change some long-established retirement account rules. Provided by Mark K. Lund, Financial Planner If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House
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Growth Report – Monday, September 9, 2019
THE WEEK ON WALL STREET Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut by the Federal Reserve. The broad U.S. equity market, as represented by the S&P 500, added
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Diversification, Patience, and Consistency
Three important factors when it comes to your financial life. Provided by Mark K. Lund, Financial Advisor Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear
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Growth Report – Monday, September 2
THE WEEK ON WALL STREET Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China’s government communicated that it would refrain from taking retaliatory measures for the moment. U.S. stock benchmarks advanced during the week. The S&P
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Cash Balance Plans
More professional practices (and practice groups) should look into them. Provided by Mark K. Lund, Financial Planner In corporate America, pension plans are fading away. Only 16% of Fortune 500 companies offered them to full-time employees in 2018, according to Willis Towers Watson research. In contrast, legal, medical, accounting, and engineering firms are keeping the
