In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
Navigating the retirement planning landscape often feels riddled with complexity, confounded by extensive paperwork and intricate decision-making processes due to a multitude of available pension plans. Today, I invite you to explore a simplified, yet profoundly effective approach to retirement planning designed meticulously for independent professionals, freelancers, and solo entrepreneurs.
Managing finances can be a daunting task, and itās not something that everyone can do well. Many people turn to financial advisors to get help in navigating the complex world of investments, savings, and planning. However, just choosing an advisor isnāt enough, itās essential to choose the right financial advisor
DOWNLOAD THE PDF Spring is here and symbolizes a fresh start and new life. We hope this theme continues throughout 2023 in the market as well. Though the markets are up in 2023, it hasnāt been without volatility or headlines. Between banks failing and countries moving away from the dollar,
DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
āThe key to making money in stocks is not to get scared out of them.ā -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I donāt know if it is my age or the heat radiating off my beautiful
The Third Quarter Was not Friendly to Investors For the second quarter in a row, all markets were down. Youāll notice that ALL Equity, Real Estate Markets, AND Bonds were down, again. This is the second quarter in a row that the Quarter, YTD, and 1-year returns for ALL markets
DOWNLOAD THE PDF As most of you are aware, 2022 has been a tough investing climate in the market. It is rare that both stocks and bonds do poorly at the same time. The last time this happened was almost 2 decades ago in 1994, and only bonds ended the
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 āwill my portfolio go down if the government shuts down?ā The answer to this question is, probably not. This does not mean that you should not concern