by Ryan Shumaker | Sep 1, 2020 | Blog
Last month the S&P 500 reached a new all time high. Crazily this has come at the same time that retail investors have been piling out of mutual funds and ETFs at a record rate. The week the S&P 500 finally made it back to where it was in February of this year...
by Ryan Shumaker | Jul 1, 2020 | Blog
The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone must produce and someone must pay for what we consume. There has to be food in order for there to be a lunch and once that food is consumed it is not...
by Ryan Shumaker | Apr 1, 2020 | Blog
We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it comes to investments and retirement. While the SECURE Act passed last December is certainly a huge negative...
by Ryan Shumaker | Mar 10, 2020 | Blog
Financial markets have been on a bit of a wild ride as of late, so we’d like to give some comments and context as to what is occurring. In 12 trading days we have seen the S&P 500 drop by 17% and in just one day we have seen oil drop by more than 30%. On Monday we...
by Ryan Shumaker | Jan 1, 2020 | Blog
A common question I’ve heard as of late is ‘what’s the stock market going to do given the upcoming election?’ Well let’s start by looking at how the S&P 500 has fared in the 18 elections since World War II. There has only been 2 years out of the 18 where the...
by Ryan Shumaker | Dec 1, 2019 | Blog
Recently, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look at how a Roth may be able to help you avoid this scenario. Utilizing a Roth The beauty of a Roth is that...
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