Investing During This Market Downturn? Make These 5 Considerations First
Market downturns are an excellent time to invest if you're able. Do you want to take advantage of today's bear market? Take care of these 5 considerations first.
Market downturns are an excellent time to invest if you're able. Do you want to take advantage of today's bear market? Take care of these 5 considerations first.
Despite the recent market surge, which propelled the Dow 21% higher in just 3 days (technically ending its bear market correction), it’s likely too soon to get overly optimistic.1
..we can see look to historical data for patterns, which tell us that recent markets have reacted to epidemics with panic selling, but have also rallied to recovery after the initial outbreak.
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect on January 1, 2020 and impacts retirement and estate planning rules. Here are a few of the biggest takeaways from the Act...
Three steps that you can take now for tax optimization in your portfolio include asset allocation, asset location, and investment selection.
2019 Year-End Review of Financial Advising in Visalia, CA - Schad TenBroeck, Sequoia Financial