Finance has a language all its own. I find that when you have never been taught how to speak it or if you have no interest in learning how to speak finance, then adopting, preparing for, and planning out your retirement becomes a task that just gets benignly neglected.
2021 was a year of strange. The indexes did not demonstrate the truth about the market conditions at all. Because the indexes are cap weighted, meaning the bigger the market cap is for a stock, the more influential the movement of said stock to be on the measurement of the index.
We are seeing the year end tax loss harvesting hit heavier than normal causing a year end decline as all the institutional investors and hedge funds are rebalancing accounts.
2021 is nearly in the books and I thought it would be good to take a quick glance over the shoulder a bit.
We are seeing the markets “rebound” after the scare and concerns over the new Covid Variant seem less life threatening than originally thought.
Year-End deadlines are important for those of you wanting to take advantage of certain tax-planning moves in your investment accounts.
First, we meet you where you are and find out where you’d like to go on your journey.
CloseNext, we find out what you need to take up the mountain with you—before planning your bucket list of wants and wishes.
CloseThis is where your feet hit the path and all of our careful planning pays off as your plan is put into action.
CloseWe will continue to guide your steps and keep your plan effective and efficient as you approach your financial summit!
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