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Weekly Article 2021 (1)

Stocks Retreat As Inflation Advances

  In this week’s recap: Stocks Retreat As Inflation Advances. Weekly Economic Update THE WEEK ON WALL STREET Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week. The Dow Jones Industrial Average fell 0.52%, while the Standard…

2nd quarter articles 2021 (1)

Capital Asset Advisory Services Market Update: Second Quarter 2021

The second quarter of 2021 saw continued increases in most stock, bond, and commodity markets. As vaccine distribution has increased, so has business activity in those areas. Using air traffic as a crude proxy for normal-economic-activity, you can see the yearly changes in passenger traffic. Using 2019 (in green) as a baseline, 2021 (in yellow)…

Weekly Article 2021

Attention Turns To Bonds

In this week’s recap: Stocks edge higher in short week. Weekly Economic Update THE WEEK ON WALL STREET Stocks managed small gains as investors wrestled with concerns over economic growth prospects and a rise in COVID-19 infections. The Dow Jones Industrial Average picked up 0.24%, while the Standard & Poor’s 500 gained 0.40%. The Nasdaq…

Golf Central Article 2021 -The Practices To Improve Your Financial Confidence

The Practices to Improve Your Financial Confidence

As the world opens and people reemerge into normalcy, the urge to buy strangers drinks in the clubhouse might overtake you- they probably could use one. The golf industry appeared as one of the winners of the pandemic. The nature of the game- outside, without physical contact, and the ability to naturally social distance created…

Weekly Article 2021 (35)

Employment Reports & Consumer Confidence Are Up

  In this week’s recap: Employment reports and consumer confidence are up; stock market replies favorably. Weekly Economic Update   THE WEEK ON WALL STREET Strong employment reports and rising consumer confidence sent the stock market broadly higher last week. The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up…

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Understanding Employer Offered Retirement Accounts

  You started a new job. Congratulations. The first days were a blur of paperwork, training, and explanations of benefits. You signed up for your employer sponsored retirement plan because you understand how crucial retirement savings is and want to ensure your financial stability throughout your life. But you desire to fully understand what you…

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Understanding Taxable Brokerage Accounts

Finally, your financial outlook and choices are matching your goals. You are determined to continue to create financial stability and build personal wealth. You are maxing out your match on your employer sponsored retirement account. You have opened an IRA, Roth, or both and have started monthly contributions. You have your savings accounts looking great…

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Understanding Roth 403(b) plans

Roth 403(b) plans are offered to employees in education, non-profit organizations, and certain religious organizations.  These plans are a hybrid of traditional 403(b) plans and Roth IRAs, and they were introduced 2001 to help offset some of the economic effects of a recession. Key aspects of Roth 403(b) plans: Roth contributions are post-tax contributions meaning…