“History doesn’t repeat itself, but it does rhyme.” (Mark Twain)
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In today’s letter we share some perspectives on inflation, and the relationship between inflation and stock market multiples.
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Is the currency worth owning?
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Election years can be fraught with uncertainty as developments
surrounding the candidates, their platforms, and their predicted effects
on the economy and markets dominate the news. But should you let
this stream of political information influence how you and your advisor
manage your investment portfolio? Read more
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Below are two studies, conducted by Morningstar and Innovest Portfolio Solutions, which demonstrate how periodically rebalancing your portfolio can reduce downside risk, shorten the recovery time following a market downturn, and enhance return potential compared to never rebalancing. Read full article
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Information on the secure act and how Fidelity is handling the changes
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In Spite of Healthy Returns, 2019 Wasn’t Easy
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Upon reaching age 18, an individual is considered to be an adult in most states and is entitled to medical privacy that prevents doctors from sharing any information without permission.
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The year 2018 ushered in seismic tax-code changes that you're likely to see reflected on your 2018 return: notably, the end of personal exemptions as well as higher standard deduction amounts that mean many fewer taxpayers are apt to benefit from itemizing their deductions than in the past.
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by Julie A. Welch, CPA, CFP®, PFS; and Cara L. Smith, CPA, CFP®
Julie A. Welch, CPA, CFP®, PFS, is the director of tax services and a shareholder with Meara Welch Browne P.C. in Leawood, Kansas.
Cara Smith, CPA, CFP®, is a senior tax manager with Meara Welch Browne P.C. in Leawood, Kansas.
In this world of technology and constant connectivity, working remotely has become more common.
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Hurricanes, floods, fires, blizzards, ice storms. No matter the season, we are reminded on a daily basis just how fragile our homes are. With the gas explosions in the Merrimack Valley and Hurricane Florence fresh in our minds, this is a good time to consider the safety of your valuables and your important papers. We suggest that you consider a safe deposit box in addition to an in-home lock box or safe.
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When is the last time you checked the beneficiaries of your 401(k) account?
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Phishing, the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information such as passwords and credit card numbers, was recently reaffirmed as the "biggest cybersecurity threat in 2018."
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Have you been meaning to enroll your company's 401(k) but keep putting it off?
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Looking to increase your financial fitness in 2018?
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