Q2 2021 Market Review

Live Webcast – 1:oo PM CDT on July 27, 2021  Join our fiduciary financial advisors for an informative review and discussion of Q2 2021 capital market performance where we will examine the returns of stock and bond asset classes, review a timeline of events that occurred during the quarter, and discuss rising inflation and its…

What Biden’s Tax Proposals Mean to Your Financial Plan

By  Nicholas Economos, CRPS® and Miaciah Manuel, CFP®   Key Points Thinking with a tax mindset: While changes in taxes aren’t a certainty, if they do happen, investors should increasingly consider thinking about their financial plan and portfolios with a tax mindset. Changes in policy should trigger changes in behavior: The recently proposed changes would affect…

Q1 2021 Market Review

Live Webcast – 1:oo PM CDT on April 28, 2021  A live webinar on Q1 2021 capital market performance during an eventful quarter which included the presidential transition, GameStop turmoil, and the covid relief bill. We will look at the returns of stock and bond asset classes and followed by Q&A. Presenters: Nicholas Economos, CRPS®,…

2020 IRS Contribution Limits for Retirement Plans

By Nicholas Economos, CRPS® Earlier this month, the Internal Revenue Service announced cost‑of‑living adjustments and increased retirement plan contribution limits for tax year 2020. The IRS raised the 401(k) contribution limit by $500 to $19,500, but the limit on contributions to individual retirement accounts remains $6,000. For plan participants aged 50 and over, the 401(k) catch-up contribution limit will also…

Creating Financial Plans To Spark Retirement Joy

By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Our last post on The Fiduciary Advisor blog talked about decluttering and organizing our finances Marie Kondo style to spark joy. Most of us enjoy talking about our dreams and values, but financial planning to realize our dreams can be stressful without a straightforward approach. To this end, we recently presented…