Blog Posts
COVID-19, The Cares Act, SPV’s and the Stock Market Rally
The bond market is huge, vast beyond comprehension. There are treasuries, corporates, municipals, student loans, car loans, commercial & home mortgages, and on and on. The Covid-19 catastrophe froze much of these markets. Prices for the buying and selling of these...
WST Office Hours – Episode 1
Welcome to Episode 1 of Office Hours! So much has happened over the last few months, we have not had time to cover it...
Kari McLeod Joins as New Advisor to Wealth Strategies Team
We’re very excited to announce that another financial advisor has joined the Wealth Strategies Team. Kari McLeod has been a financial advisor for over five years, and has close to 20 years in the retirement & investment management industry. She primarily focuses...
WST Service Calendar Launch: 1st Quarter | Tax Review
As you’ve noticed, we’ve increased our communications and reach outs. Partly to address the extraordinary circumstances the world has been experiencing, and also in part due to this new, broadened team approach that brings a more proactive service to our clients. The...
The Intelligent Investor
In 1949, Benjamin Graham wrote The Intelligent Investor. Warren Buffett, one of today’s great investors, recently stated that this book changed his life when he was 19 and starting his career. In the recent turmoil of the markets, a look back to Mr. Graham’s advice...
Finally, Maybe, Britain Exits
I wrote the following when the British voted to leave the European Union 3 1/2 years ago. Now it may finally happen. The arduous delay after delay reinforces the point of why they voted to leave so long ago……… -Cliff Jarvis "Sixty years ago, the nations of...
SECURE Act & Year-End Extenders
By now you may have heard about The SECURE Act. As we continue to digest the impact of these new rules, we are seeing some new planning opportunities emerge for our clients. The most important rules changes involve how IRAs are passed to your heirs (or how you inherit...
What You Need to Know About the Secure Act
I am sharing this article with you because the author does a good job capturing many of the details of the SECURE Act. There are benefits for older individuals (RMD start date moves to age 72 instead of 70.5) and younger ones (use some money in a 529 Plan to pay down...
How to Pick the ‘Right’ Amount to Spend on Holiday Gifts – According to an Economist
"I’m sharing the following article with you because the author does a great job highlighting the economics of holiday gift giving. The 1% rule-of thumb for gift giving was something I never knew before". – Michael Lecours Gift giving is a big deal this time of...
Negative Interest Rates?
I So here's the deal. You give me $10,050 today and I will pay you little or no interest. After five years, I will give you back $50 less or $10,000. Additionally, the interest payments you will receive will not be enough to compensate you for difference of the...
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