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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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MWA June Market Update

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MWA June Market Update

We sincerely hope this finds each of you safe and well. What a year 2020 has been so far. The markets continue to be volatile and we cannot remember a time when there has been such a widespread disparity between what is happening in the economy and what is happening in the stock market. The Economy & Market We thought it would be helpful to share some hard data to illustrate this unprecedented market situation.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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Remembering Routine: An Essential Piece to Stay Grounded Right Now

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Remembering Routine: An Essential Piece to Stay Grounded Right Now

Remembering Routine: An Essential Piece to Stay Grounded Published by Kerry Meath-Sinkin Like most of you, my world has flipped upside down. I have been home with my family for a few weeks now, and it’s been tough! After the first week and a half I found myself feeling anxious, scattered and a little irritable. We built a rough schedule for our kids that we sort of followed and just tried to squeeze in what we needed to do around that, which didn’t work. So, this past weekend my husband and I went through what was and wasn’t working for...read the full article

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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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