Blog

New Records and Changes (39)

No Fooling Atlanta: Favorable News for The End of the Quarter and Mortgage Rates

In this week’s recap: stocks close out a great quarter, mortgage rates decline, and Wall Street awaits a wave of IPO action. Weekly Economic Update     THE WEEK ON WALL STREET Stocks ended last week higher as volatility slowed, completing their best quarter since 2009. A Friday tweet from Secretary of the Treasury Steven…

Copy of New Records and Changes (70)

Atlanta, Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions Six overlooked tax deductions to help you manage your tax bill.   Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for…

New Records and Changes (38)

FED Holds Interest Rates Steady

Weekly Economic Update In this week’s recap: the “yield curve” inverts for the first time this decade, the Federal Reserve adjusts its stance on interest rates, and the price of oil climbs.   THE WEEK ON WALL STREET Friday, the yield of the 3-month Treasury bill exceeded the yield of the 10-year Treasury note for…

Copy of New Records and Changes (66)

Atlanta, Pros & Cons of Different Small Business Retirement Plans.

As a small business owner, you may want a better retirement plan – one that will let you and your key employees save much more for retirement. If the annual contribution limits on standard retirement plans disappoint you, you should know about these alternatives. Simplified Employee Pension plans (SEPs). A SEP allows your business to…

Copy of New Records and Changes (62)

Gradual Retirement

Gradual Retirement Not everyone retires the same way – or at the same pace.    Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the Transamerica Center for Retirement Studies, which gauges the outlook of American workers, 56% of those who…

Copy of New Records and Changes (61)

No, That Is Not the I.R.S. Calling

No, That Is Not the I.R.S. Calling Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).       Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1   It is…

New Records and Changes (36)

Weekly Update- Stocks Post Solid Gains

In this week’s recap: the Dow, S&P, and Nasdaq all advance more than 2% in five trading sessions, while investors review tame inflation data and wait for further news in U.S.-China trade negotiations. Weekly Economic Update   THE WEEK ON WALL STREET The big story last week was the sudden grounding of Boeing 737 Max…

graphic

Weekly Update: Stocks Lose Momentum

In this week’s recap: a disappointing jobs report and a downgrade of the 2019 growth forecast for Europe give Wall Street pause. Weekly Economic Update   THE WEEK ON WALL STREET As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they…

Copy of New Records and Changes (52)

Atlanta, here are some Long-Term Investing Truths

Long-Term Investing Truths Key lessons for retirement savers.   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.     First and foremost, you learn to shut out much of the “noise.” News…

Copy of New Records and Changes (51)

What do we do about the Retirement Gender Gap

A Retirement Gender Gap Why a middle-class woman may end up less ready to retire than a middle-class man.   What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.   Most middle-class retirees get their income from three sources.…