Coronavirus & More
The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? Provided by LongView Wealth Management In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the 2020 presidential...
2019 Year-End Investment Market Report
We have just completed the final quarter, not only of the year but also the decade, so it's as good a time as any to reflect on the market behavior for the past year and also for the past 10 years. The short version is that we have experienced a bull market for the...
Main Street vs Wall Street
The following article was written by Bob Veres, prominent author, publisher, and commentator in the financial advice industry. In the article, Bob discusses some of the differences between a financial advisory relationship at a smaller planning office and a large...
2019 Third Quarter Report: Holding Tight in Choppy Waters
The latest three month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On...
Why You Might Elect For S Corp Taxation of Your Small Business
By: Nate Wilinski & Kirk Licata, CFP® Did you know that 20% of small businesses fail during their first year and only about half survive through their fifth year?1 Perhaps you’ve made it through a difficult start and have built a profitable business. Now it’s...
Maximizing your Social Security benefits
Written by: Michael B. McKay & Sarah Clayton Deciding when to start taking Social Security can be an emotional decision for clients. After spending decades paying into the program, many people feel they need to see their money as soon as possible; yet, prevailing...
August 2019 Update: Tariffs and Market Movements
Anybody who reads the headlines knows by now that the markets plunged on Monday August 5th. The S&P 500 fell 2.98% and is down 5.83% over the past five days. In the bigger picture, this is a pretty modest drop for a market that was up 17% so far this year. Some...
2019 Mid-year market Update: The Climb Continues
How to make sense out of the recent market behavior? We experienced a painful decline in the last month of 2018 before the markets took a sharp (and unexpected) about-face and delivered the biggest one-quarter gain since the third quarter of 2009. The surprise...
I sold my business and I STILL can’t retire??!
Written by: Kirk Licata, CFP® Having been raised in a family whose livelihood depended upon a small business, I know from personal experience the extent to which the successes or failures of such a business can become integrated into an individual or family’s...
Why We LOVE LOVE HSAs
By: Michael Lipsey, CFP®, AIF® Imagine that you can deposit money into an account that: Gives you a tax deduction May reduce your FICA (Social Security) taxes Grows tax free and may generate tax free distributions Might be set up with money from your employer Can...