Should I invest in mutual funds in retirement? By: Stacey Nickens Mutual funds are very common investment vehicles inside of pensions, 401(k)s, and other savings accounts. People often choose mutual funds because they allow individuals to invest in hundreds of companies at once, reducing their investment risks through diversification. However, as you move into [...]
Your 2020 Tax Document Checklist By: Stacey Nickens As I have written about before, it is important to get your tax return completed as soon as possible. You have until April 15 to file your return. However, the IRS has already said that there will be delays in sending out refunds. Earlier tax preparers [...]
The Stock Market This Week: January 11-15 By: Stacey Nickens Economic News Job openings declined slightly in November, falling to 6.527 million. The Small Business Optimism Index also fell, declining to 95.9 in December. Total CPI rose 0.4% m/m in December, showing that inflationary concerns largely remain a nonissue. Initial claims for the week [...]
Financial Lessons We Can Learn From 2020 By: Stacey Nickens To say that 2020 was a tumultuous year could be an understatement. Between the pandemic and a presidential election, many of us experienced plenty of uncertainty and stress. For some of us, we lost loved ones or became ill ourselves. However, challenging times always [...]
The Stock Market This Week: January 4-8 By: Stacey Nickens Earnings Reports Economic News Total construction spending increased 0.9% in November. Private construction spending rose 1.2% m/m, while public construction spending fell 0.2%. Overall, the data suggested that the residential construction market remained strong. The December IHS Markit Manufacturing PMI rose to 57.1. December's [...]
You may be considering saving for your child or grandchild's future educational needs. You could use an UTMA (Uniform Transfer to Minors Act) or 529 Plan to save money for a minor beneficiary. Opening either account allows you to invest contribution funds. However, while the two savings vehicles are often discussed together, UTMAs and [...]
Tax Provisions in the New COVID Relief Bill By: Stacey Nickens On Sunday evening, President Donald Trump signed a new COVID relief bill into law. The package includes additional fiscal stimulus for certain households, an extension of unemployment benefits, and increased funding for the Paycheck Protection Program. The bill also creates, modifies, or extends a [...]
Preparing for Potential Tax Changes in 2021 By: Stacey Nickens With 2021 on the horizon, many of us are wondering how tax law may change under a new administration. First off, I think it's important to remember that we will likely have a divided government. A divided government is unlikely to pass sweeping changes to [...]
3 Common Investing Mistakes and How to Avoid Them By: Stacey Nickens We all know the old truism, "Learn from your mistakes." However, learning from your mistakes is not as easy as it sounds. Sometimes we are not able to identify the specific mistake that we made. Or we are unsure how to fix or [...]
The Stock Market This Week: December 7-11 By: Stacey Nickens Earnings Reports Thor Industries reported earnings per share of $2.05 and revenue of $2.54 billion in the first quarter. Thor beat expectations on both revenue and EPS, citing increased demand for RVs due to the pandemic. Smartsheet reported revenue of $90.9 million in Q3. Smartsheet's [...]
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