Developing an Estate Plan: Designating a Trustee By: Stacey Nickens Planning for the end of your life can be emotional and challenging. However, the pandemic has shown us the importance of developing a roadmap for a variety of scenarios. In the event that you are incapacitated, having a trust can help your family and [...]
The Stock Market This Week: November 2-6 By: Stacey Nickens Earnings Reports Clorox beat revenue expectations and increased their 2021 revenue guidance. Qualcomm posted strong earnings and positive guidance. Economic News The ISM Manufacturing Index for October clocked in at 59.3%, the highest level since September 2018. New orders reached 67.9%, their highest level since [...]
3 Ways to Minimize Capital Gains Taxes By: Stacey Nickens Surprises can be delightful. Perhaps your children planned you a surprise birthday party, or your co-worker surprised you with a donut. However, tax bill surprises are far less fun than a free donut. Many individuals are surprised by their tax bill when they've experienced [...]
How could the pandemic impact Social Security and Medicare benefits? By: Stacey Nickens Traditionally, my retired clients have relied on some combination of Social Security benefits, retirement savings, and pension plans. However, Social Security has been on wobbly legs for awhile. The 2020 Social Security report showed that funds for the retirement and disability programs [...]
The Stock Market This Week: October 26-30 By: Stacey Nickens Earnings Reports Caterpillar beat earnings expectations and reported third-quarter earnings-per-share of $1.34. Their revenue came in at $9.88 billion. However, over the last year, Caterpillar's earnings were still down by half due to declining end-user demand. The company predicts end-user demand will ramp up in [...]
3 Investment Strategies for the 2020 Presidential Election By: Stacey Nickens This past weekend, I curled up with a warm drink and enjoyed completing an autumn-themed puzzle. Of course, when I got to the end, I was missing just one piece. That's just my luck! I was frustrated at first; however, I realized I was [...]
The Stock Market This Week: October 19-23 By: Stacey Nickens Earnings Reports Procter & Gamble reported a 9% revenue increase during the first fiscal quarter while also raising their core earnings growth outlook for fiscal year 2021. Much of their fiscal first-quarter revenue growth was attributed to increased demand for their laundry and cleaning supplies. [...]
ELM3's Fall Financial Fitness Challenge By: Stacey Nickens The past few weeks have featured a mixed bag of news, and you may be struggling to sit still among all of this chaos. I am thus challenging you to take one week to improve your financial fitness. This 1-week challenge features a task each day that [...]
The Stock Market This Week: October 12-16 By: Stacey Nickens Earnings Reports:Â Earnings reports from banks have been mixed this week. JPMorgan Chase, Citigroup, Morgan Stanley, and Goldman Sachs reported better-than-expected earnings. However, JPMorgan Chase accompanied their positive earnings by reiterating the helpfulness of fiscal stimulus. JPMorgan pointed out that banks may face higher defaults moving [...]
Positions I'm Watching: Petmed Express (PETS) By: Stacey Nickens October is National Adopt a Shelter Dog Month. In honor of that, ELM3 decided to sponsor a local shelter pup, Roxbury. Along those lines, you may also consider reviewing positions in the company, Petmed Express (PETS). PETS sells pet medications and supplies to consumers and offers [...]
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