Investors typically include equities in their long-term plans with the expectation of generating a positive return. Historically, over longer periods of time, this strategy has helped many investors achieve their desired goals. While it would be accommodating if...
Just another #ManicMonday? Tune in to hear Dan’s thoughts on the #market #volatility, potential #causes, and how that #impacts #investing. #RWM #MarketMinute #stayinformed #educatedinvestor #CFP Categories Blog Client Letter Global Portfolio Strategy Market...
#Tecnology #outages #RWM#Tecnology #outages are no way to start the weekend. In today’s #RWM #MarketMinute, Dan talks #systems, #trading, and the #global impact we are experiencing when technology fails. #stayinformed #educatedinvestor #wealthmanagement #CFP...
Equity and bond markets began the second quarter of 2024 with a rough start, thanks to the Federal Reserve’s decision not to reduce interest rates due to stubbornly high inflation rates. However, during the quarter, strong performances from companies tied to...
A significant benefit has come to fruition on December 29, 2022. President Biden signed the “Consolidated Appropriations Act of 2023”, which included the “SECURE 2.0 Act of 2022”. Well, now, starting from January 1, 2024, any remaining funds in a 529 account can be...
