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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Coronavirus – A Few Thoughts from Bob

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Coronavirus – A Few Thoughts from Bob

The coronavirus continues to take its toll. The virus has resulted in 760 million individuals under quarantine, which is unprecedented in human history.(1) From a financial standpoint it is impossible to endorse any estimates of the damage to the economy. The range forecast is very wide and uncertain. However, with history as our guide we believe the economic effect will be transitory. How does the uncertainty relate to your planning?

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Take a Breath & Take a Step Back

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Take a Breath & Take a Step Back

Published by Kerry Meath-Sinkin I just got a call from a family member who wanted to get hand sanitizer, found out it was out, looked up how to make their own, and ended up buying a small bottle of rubbing alcohol for over 20 dollars, AND it was almost sold out at those prices on amazon. People are scared, the markets are scared, and no one really knows exactly what to do. I think about the implications of the virus both through my lens of being a financial adviser, and also through my public health and Ayurvedic medicine training. I...read the full article

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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Answers to 3 Big Questions on Clients’ Minds

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Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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How a Donor-Advised Fund Can Help Your Charitable Giving

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How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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How to Use a Trust as a Financial Planning Tool

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How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

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How Your Employee Benefits Fit into Your Financial Plan

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.

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Year End Planning – Important Pieces to Check Off Your List

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Year End Planning – Important Pieces to Check Off Your List

Year End Planning – Important Pieces to Check Off Your List Published by Kerry Meath-Sinkin Are you feeling full and overwhelmed as the year end approaches? Between holiday fairs, events, and gift planning, I’m feeling it. There is a lot going for this time of year but wrapping everything up financial is an important piece to check-off. Throughout the year we review so many aspects of our clients planning. We thought it would be helpful to share some of those pieces that are relevant for almost everyone. Now is a great time to make sure you have crossed those off...read the full article

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