Estate Planning

Don’t Chase Returns

by Chad Hassinger on Aug 5, 2020

Finance, Estate Planning, Weekly Market Commentary

By Bradley J. Rathe
Chief Investment Officer

In the midst of the greatest financial uncertainty in over a decade, the NASDAQ 100, an index of the 100 largest non-financial companies listed on the NASDAQ stock exchange, is up over 19% year-to-date (as of 7-22-20). Microsoft, Apple, Amazon, Facebook, and Google are the five biggest companies in the NASDAQ 100 and make up over 38% of the exposure of the NASDAQ 100 index.

These Uncertain Times

by Chad Hassinger on Jun 5, 2020

Finance, Estate Planning, Weekly Market Commentary

Provided By Robert A. Mecca, CFP®, MBA
Vice President, Wealth Management

How many times have you heard the following expression at the beginning of a statement? “During these uncertain times.” It seems like everywhere we turn, this saying is blasted all over the media. Are you tired of hearing this? Me too. We know these are difficult, unusual, and, yes, uncertain times. We don’t have to be told again and again...

A Stock Market Lesson to Remember

by Chad Hassinger on May 28, 2020

Finance, Estate Planning, Weekly Market Commentary

Provided By Steven M. Gronceski, CFP®, AIF®
Vice President, Wealth Management

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market...

May Monthly Economic Update

by Chad Hassinger on May 5, 2020

Finance, Tax Planning, Estate Planning, Weekly Market Commentary

May Monthly Economic Update

Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating a treatment for COVID-19. The Dow Jones Industrial Average, which dropped 1% in March, jumped 11.08%. The Standard & Poor’s 500 Index rose 12.68%, and the NASDAQ Composite surged 15.45%.

Trying Times = Opportunities

by Chad Hassinger on Apr 8, 2020

Finance, Estate Planning, Weekly Market Commentary

Provided By Robert A. Mecca, CFP®, MBA
Vice President, Wealth Management

There is no textbook any of us can use to navigate through this present global situation. We cannot, for example, pull out the finance book, go to chapter four, page 112 and read about the best strategies to implement in case of a major coronavirus outbreak killing thousands...

April Monthly Economic Update

by Chad Hassinger on Apr 2, 2020

Finance, Tax Planning, Estate Planning, Weekly Market Commentary

April Monthly Economic Update

The Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, bringing relief to millions of Americans, most of whom are expected to be quarantined for at least another month. The White House has asked Americans to continue "socially distancing" during the month of April. Volatility continued in International markets, even as the COVID-19 (novel coronavirus) reached the United States...

March Monthly Economic Update

by Chad Hassinger on Mar 8, 2020

Finance, Tax Planning, Estate Planning, Weekly Market Commentary

March Monthly Economic Update

In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the disease dominated the news cycle, and concerns that a pandemic might occur hurt equities. The S&P 500 slipped 8.41% for the month, and foreign stock markets also retreated....

Gift and Estates Taxes

by Chad Hassinger on Sep 27, 2019

Tax Planning, Estate Planning

With the passing of the Tax Cuts and Jobs Act in December 2017, many of our clients have asked us how it affects them from an estate and gift tax standpoint. This article explains the background of estate and gift taxes and describes what you can do now to take advantage of strategies that allow you to gift assets tax free.”

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