You may be seeing increasing attention paid to the word recession in the financial entertainment industry. Suddenly, you’ve flipped on your TV to see banner headlines about the news in the financial markets, and “recession” is front-and-center. Before panic sets in, it’s essential first to understand the true nature of a recession. According to the…
Webcast Aired – April 27, 2022 Join our fiduciary financial advisors for an informative review and discussion of Q1 2022 capital market performance where we examined the returns of stock and bond asset classes, reviewed a timeline of events that occurred during the quarter, and addressed the question “do downturns lead to down years?” Finally,…
Webcast aired March 15, 2022 Join our fiduciary financial advisor Nick Economos and guest speaker Apollo Lupescu for an informative review and discussion on how to navigate turbulent markets. This town hall-like discussion focuses on the Ukraine-Russia crisis’ impacts on markets, inflation, protecting your portfolio against market downturns, and investing in cryptocurrency. Finally, we will…
At Fiduciary Financial Partners, we know that there are growing concerns for both our clients and the community in an ever-changing marketplace. That’s why we stay up-to-date with the latest events impacting markets. This blog post discusses the 5 Questions on the Minds of Investors. 1) What are the impacts of the Russia-Ukraine crisis on…
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…
Live Webcast – 12:oo PM CDT on June 18, 2021 Join our fiduciary financial advisors for an informative discussion on Roth vs. Traditional 401(k). Attendees will learn how to determine which one is right for them, steps they can take to improve their retirement outlook, and 5 ways to create financial security. Finally, following the…
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…
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®,…
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…
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…
By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Getting organized is such a hot topic right now, a Wall Street Journal article on decluttering books cluttering our bookshelves was front-page news earlier this month. Annual print sales of books on organizing nearly doubled in the past year, as authors chased one of the hottest trends and the…
By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Fun isn’t usually the first thing that comes to mind for most people when the word “fiduciary” is mentioned — but what isn’t fun about dreaming up the best possible life for you and your family? Even more fun, what if you had a systematic way to prioritize those…