Worries And Uncertainty Grow, but There Are Positives
“Everybody in the world is a long-term investor until the market goes down.” – Peter Lynch, famed manager of the Fidelity Magellan Fund
Blog
Continue Reading!
RMDs on Inherited Retirement Accounts in the Age of the SECURE Act
Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.
Market Commentary: Moderating Inflation, Ebbing Political Uncertainty Among Reasons for Hope in the Face of a Tough Market
The Personal Consumption Expenditure (PCE) Price Index increased 0.6% in May, after rising only 0.2% in April. PCE inflation is an alternative inflation measure to the Consumer Price Index (CPI), which is released earlier. The two measures both show inflation to be very high, but the CPI in …
Ep 1: Closing The Opportunity Divide with Experian & Year Up
Welcome to the first podcast of Legacy Lessons with JaQ! We’re kicking off the first show with two great guests who will discuss helpful tips and some of the important work their organizations are doing to help close the opportunity divide. Aprill Hawkins from Year Up tells us how her …
Estate Planning Strategies to Minimize Taxes
Watch this webinar hosted by Carson’s Ryan Yamada, Senior Wealth Planner, and Tom Fridrich, Senior Wealth Planner, as they dive into estate planning strategies to minimize taxes.
Market Commentary: Fed Raises Rates by 0.75%, Market Moves Into Bear Territory
The S&P 500 dropped 5.7% last week and is now 22.3% off its peak. This decline pushed the index of large-cap U.S. stocks into a bear market, which is defined as a 20% or greater drop from its peak. Volatility remained elevated, and the S&P 500 has now moved by 1% or more 60 times …
Market Volatility Terms to Know
The financial world is full of industry jargon and unfamiliar language that the average consumer may struggle to understand. This can be especially distressing during times of volatility, when we’re all grappling for answers. In this guide, we’ve broken down some of the most com …
