How the Rules of Photo Composition Apply to Financial Planning
First, a confession: I am that guy who likes to stop the car while on a trip for the scenic overlooks and the ridiculous road signs. I’ve been drawn to capturing the beauty of nature and curious locations for years. Photography is a hobby of mine and recently, I became curious about improving my skills so I began to look for ways to think creatively
Road to Recovery: Investment Outlook for 2021
Our RtoR series is designed to help investors filter the noise in today’s markets to improve understanding and investment decisions Markets are at or near all-time highs, anticipating bipartisan stimulus and rollout of multiple vaccines. With COVID infections spiking, is all the good news baked-in here, making for a difficult 2021? OUR VIEW Vaccines and stimulus are certainly catalysts, but we believe the investment playbook
Year End Tax Review and Planning: IRAs, QCDs and RMDs
With less than a month remaining in this most unusual year, taxpayers should evaluate (and perhaps re-evaluate) their current tax situation and decide if additional maneuvering is necessary. As 2020 begins to fade in the rearview mirror, it will carry with it (at least for many of us) the title of “Most Unusual Year”. It was a year that experienced social unrest, a presidential election
How Millionaires Approach Financial Planning
Working your way to your first $1MM in net worth? The team at My Accumulation Plan (MAP) is here to help with some tips from the individuals that have been there and done that: millionaires. How do they think differently about their financial plans? Read on. Money is on their minds. The first step in drawing the MAP that will help you achieve your ideal
Road to Recovery: Market Activity since the Bottom
For today’s investor, there’s still a lot of uncertainty as the world tries to control the spread of the virus and manage economic growth. Questions about the pace of vaccine development, government stimulus, and economic recovery have swirled since the start of the year, and we expect them to persist well into 2021. Amid continuing uncertainty, we wanted to take a moment to review what
Is Your Financial Picture Properly Framed?
October is National Financial Planning month, and the financial chaos many have experienced in 2020 highlights the need to bring your financial picture into more clear focus. Most Americans don’t have a financial plan, and even those who do have one don’t have it documented. According to a Gallup poll, only 38% of investors say they have a written financial plan. Here’s why that matters.