Taxes in Retirement

The Stock Market Continues to Exhibit Resiliency

Is the Market Poised for a Value Shift? Posted by CopyTeam   The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many years, Wall Street analysts warned a market correction was long overdue. Despite intermittent …

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Economics and Finance: A Measurement of Two Different Things

The Pandemic Highlights the Difference Between Economics and Finance Posted by CopyTeam   One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same thing, nor do they necessarily move in lockstep. They are measurements of two different things, often indicating how the other …

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Investment Consolidation Strategies

WHY IT MAKES SENSE TO CONSOLIDATE YOUR FINANCIAL PORTFOLIOS Posted by CopyTeam   Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can take advantage of various market opportunities while helping protect them from some investment …

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Social Security Proposals and Strategies

Funding Alternatives to an Exhausted Trust Fund Posted by CopyTeam   As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives. For example, the Association of Mature American Citizens (AMAC) recommends a combination of changing how cost of living adjustments are made, delaying retirement age …

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Shopping for Life Insurance During the Pandemic

Life Insurance Applications on the Rise During the Pandemic Posted by CopyTeam   It may come as no surprise to learn that there was a jump in life insurance applications during 2020.1 While contemplating one’s demise may feel like something you can delay when healthy, financial planning clearly weighed heavily on the minds of Americans during …

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