Posts Tagged ‘#financialplanning’
Market Update – A Turbulent Ride
“Hold on, we’re in for a bumpy ride.” When I hear those words, it reminds me of being in an airplane when you’re in turbulence. A few years ago, we…
Read MoreSuprise! Taxes from Investments
Whether we like surprises or not, we all know in life there are good surprises, and some not-so-good surprises. Two of the greatest surprises in my life were the phone…
Read MoreFebruary 2023 Market Update – 2023 Opportunities
Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell me that in plain English? I’m sure you’ve heard or even said that many times. Years ago I…
Read MoreTax Talk – The Secure Act 2.0
The SECURE ACT 2.0 This was signed on December 23, as part of the Omnibus Appropriations package. The main purpose was funding the federal government but it was filled with…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check out our full market update in the last Power…
Read MoreTax Talk – Taking money from your IRAs tax-free
Tax Talk – Taking money from your IRAs tax-free In our last Power Hour, we talked about using money from IRAs to pay for long term care costs and in…
Read MoreNovember Market Update
Market Update We just finished our midterm election, which always has an impact on the market. Let’s just kind of do like a overall big picture market update. Earnings…
Read MoreAre You Protected If You Need Long Term Care?
Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary stocks (non-internet)… while Tech earnings are pulling back modestly…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress away from a client. Often, this has…
Read MoreBetram Financial September 2022 Market Update
In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight rebounds at the end of the…
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