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Blog
How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
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What You Need to Know When Choosing the Right Trustee
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
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6 Planning Opportunities for 401(k)s in Light of the SECURE Act
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
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Teaching Kids about Money from Childhood Through Adulthood
Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them.
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4 Key Financial Lessons From The Last Recession
Published by Mark Ring, Wealth Advisor The past has much to teach us. Whether good or bad, we can look back, learn from mistakes and victories, and apply these lessons to our current situation. So, as we experience wild volatility, record market drops, and the beginnings of what many are calling the next recession, we have the opportunity to take what we learned from the market crash of 2007/2008 and move forward. Here are 4 financial lessons the last recession taught us. 1. Borrowing Money Carries Risk One of the harsh realities that many learned in the last recession (and...read the full article
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5 Strategies To Grow Your Wealth During The 2020 Financial Crisis
Published by Ryan Cooley, Associate Wealth Advisor To say the coronavirus pandemic has taken the world by storm wouldn’t do justice to the severity of the situation. If it was just our health that was affected, that’s one thing. But unfortunately, we’re having to balance the negative effects of this widespread virus with job loss, reduced working hours, and decreased portfolio balances. Times are tough. Thankfully, there are steps you can take to leverage the 2020 financial crisis and grow your wealth. Let’s talk about 5 strategies you can use today. 1. Reevaluate Your Finances (And Refinance Debt) A financial...read the full article
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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
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4 Things To Do In A Volatile Market
Published by Ryan Cooley, Associate Wealth Advisor With the way things have been going lately, volatile sounds like a massive understatement to describe our current situation. When you’re barraged daily with alarming headlines, it’s normal to start asking questions like, “Am I going to be all right?” and “How will this affect me?” And more often than not, our questions turn to financial matters: “Will my portfolio recover?” and “Will I lose income?” While these events are not to be minimized, we can take comfort by being educated about what’s actually happening, not just what the news is portraying. Here...read the full article
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Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually
Published by Daniel Morrison, Wealth Advisor Our lives have changed drastically in just a few short weeks. And more often than not, all this change and uncertainty, coupled with hourly news briefings and dramatic headlines, can cause us to panic or at least lose sleep at night. We get it. Things are going to be very different for a while, but thankfully one thing that won’t change is how our team at Jacob William Advisory is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you have us...read the full article
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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
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