by admwiu | Dec 6, 2023 | Newsletter, Retirement
Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. If you’re in that position, it may help to keep these ideas in mind. Retirement Is Long During your working...
by admwiu | Dec 6, 2023 | Newsletter, Tax planning
College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here are three federal tax benefits that might help put a few more dollars back in your pocket. American Opportunity...
by admwiu | Dec 6, 2023 | Investment management, Newsletter, Retirement
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of Signature Bank of New York. With $209 billion in assets and $175 billion in deposits, SVB was the nation’s 16th largest bank...
by admwiu | Dec 6, 2023 | Investment management, Newsletter
Market volatility is stressful for many investors, and 2022 offered plenty of stress tests. The bear market that began in early January sent stocks on a wild ride with far more downs than ups. The S&P 500 hit its low point for the year in mid-October, down more...
by admwiu | Dec 6, 2023 | Investment management, Newsletter, Tax planning
Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and maintenance of infrastructure projects such as roads, airports, water systems, and facilities....
