Market Review 2020 - Looking Back on an Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and fnancial markets.
SECURE Act Retirement Plan Deadline Extension
It is not too late to generate business tax savings for the 2020 tax year! With the passing of the Secure Act, employers now have up to the due date of their business tax return (including extension) to fund a retirement plan.
Dividends in the Time of COVID-19
Many investors view dividend payouts as a reliable source of income. However, those expecting to receive consistent dividend income may have been surprised to see lowerthan- expected dividend payouts following the onset of the coronavirus pandemic, when both market volatility and market declines were extraordinary.
Webcast Highlights: What’s Old Is New Again in the Markets
In a recent webcast, Wes Crill, PhD, a Senior Researcher at Dimensional, examined trends that have some investors believing markets have entered a “new normal.” In many cases, he explains, these changes are just variations on the past, and following wellgrounded principles can position investors for a successful experience as markets and economies evolve.
How US Stocks Have Behaved in an Election Month
The history of the stock market going back to 1926 shows that returns in months when presidential elections took place don’t reflect any consistent patterns.
How much impact does the President have on stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market.
Is the stock market divorced from reality?
I have been sheltering in place on a former dairy farm in rural New Hampshire— surrounded by more Scotch Highland cattle than people—and relying on my iPhone and Microsoft Surface Pro to keep in touch with the offce via email and Zoom video.
Why investors might think twice about chasing the biggest stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
With the SECURE Act, You may now be able to afford a retirement plan
Having a company sponsored retirement plan is one of the best benefits a business can offer their employees. However, business owners often receive the most benefit by having a vehicle to shelter income while also receiving significant tax deductions for the business. The recent passing of the SECURE Act has made it that much more attractive for small businesses to setup a retirement plan.
How Current is Your Estate and Wealth Plan? By: Shawna Rinehart & Shane Miller
While it appears that the world around us is spinning out of control, many people have taken solace in focusing their energy on the things that they can control. For some, that translates into cleaning out closets and garages. For others, it means focusing on their health and developing a solid workout routine.
WPWealth CARES About Your Retirement by WPWealth, DWC, and PCS Retirement
WPWealth, along with our partners at DWC and PCS Retirement are dedicated to helping you get through this time. We are here for you and will help answer any questions you may have.
WPWealth 2020 Pamphlet: How Can a Financial Planner Help You?
"Let us demonstrate what it means to be a 'true fiduciary' and why it should matter to you." Click here to read more about why you should choose WPWealth as your Wealth Management team!
Pursuing a Better Investment Experience
The market is an effective, information-processing machine. Millions of participants buy and sell securities in the world markets every day, and the real-time information they bring helps set prices.
5 Tenets to Investing
When you work with a WPWealth advisor, you will understand and appreciate that having a knowledgeable, experienced team on your side will allow you to navigate the rocky landscape of investing more successfully.
Whether you are looking at starting a plan for your business or reviewing your existing plan for deficiencies WPWealth is here to help.