The last 10 years have been smooth sailing for investors. The upward trend of the market came to a halt earlier this year but the market dropped 30% over 22 days. The market has changed and so should your investment strategy. Here are three things to consider.
On January 1, 2020 the latest revision of the Secure Act was passed at the federal level. There were many changes in this Act but there is only one that really matters and it should cause all of us to re-evaluate our retirement strategy.
If you’re unsure if your financial advisor is a best fit for your needs ask him or her the questions below. Follow our guide to what their answers should be and if the responses are not lining up or you’re unsure of their responses feel free to sit down with an investment professional at Kroon & Mitchell for a free review.
We just finished filing taxes under the largest reform in 30 years! As we reflect back on this filing we’ve compiled a list of key takeaways for family business owners. The biggest changes are: the increase of standard deductions, changes to the income tax brackets and the addition of a new qualified business income deduction.
One of the key things we do is educate our clients on the different savings and investment tools available. One of the critical points of confusion we try to dispel are the strengths and weaknesses between Traditional and Roth IRAs. We often see clients who are entirely sold on one over the other even though the best retirement plans usually involve a mix of the two at different times in the income and savings cycle. Timing and planning are both critical aspects for determining when to use each vehicle.
According to the CFA Institute, a global organization of investment professionals, you as an investor have certain rights - 10 to be exact.
Here’s an inside look on the first investor right as established by the institute…