Insights
Videos
Roth Planning Opportunities in 2020
Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article
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Videos
The Family Board Meeting
In this episode of our Wealth and Well-being video series, John Corron, Wealth Advisor at Abaris Financial Group, talks about a book entitled, The Family Board Meeting by Jim Sheils, which helps families reconnect with their children and strengthen family bonds.
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Blog
Emotional Markets and Volatility Explained
By John Corron, Wealth Advisor – What a run of market volatility we have experienced since COVID-19 captured the world by storm! After such a long run of stable and positive market returns following the Great Financial Crisis of 2008 to 2009, the magnitude of day-over-day up and down market moves have been stunning for many. A popular question that I am asked is, “What is different this time?” While there are many fluid moving parts to the current market environment, I try to explain it in the simplest terms I can think of: emotion, market structure and illiquidity. What...read the full article
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Market Commentary
Market Commentary: Coronavirus Takes Toll on Retail, Manufacturing
The global economy continues to slow rapidly, based on key data released last week. In the U.S., retail sales dropped 16.4% from March to April. Individuals cut back on purchases due to risks from the coronavirus, lockdowns, and declining income from job losses. The drop increases to 21.6% when compared to one year ago. Industrial production showed similar weakness, falling 13.7%.
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Free Guides
10 Questions to Determine if Your Advisor Meets Standards
You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times.
But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.
Download the questions today to get started.
Market Commentary
Market Commentary: Only Half of U.S. Population is Classified as Employed
The U.S. jobs report confirmed what was already known: millions of Americans are losing their jobs. The monthly payrolls report estimated a decline of 20.5 million jobs last month. The unemployment rate rose to 14.7%, which is estimated to be the highest since the Great Depression. A broad measure of employment estimates 51.3% of Americans have a job.
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Videos
RMD Planning in 2020 After the CARES and SECURE Acts
Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar
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Blog
Risk Tolerance Revisited
By John Corron, Wealth Advisor – Sound financial planning involves constantly checking with clients on changes to their financial circumstances. Are there new major expenses on the horizon? Is income significantly higher than last year? Have any unexpected health issues popped up in your family that stretched the budget? These are important influences on financial plans. The recent market environment and world events with COVID-19 have brought another important question back to the fore: Is it time to revisit your risk tolerance? One Size Does Not Fit All It is common practice to gradually reduce risk in investments over time...read the full article
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Monthly Newsletters
How to Use a 529 Plan to Help 2020 Grads Celebrate-In-Place During Coronavirus Quarantine
Warmer weather comes with a few traditions: well-kept lawns, baseball stadium lights, open windows. And every year in May and June you’ll see the balloons on stop signs and borrowed folding tables in the open garage, proud parents snapping pictures. The graduation party is a universal rite of passage.
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