Market Commentary

Weekly Market Commentary – September 16, 2019

Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.

Blog

Your Will May Give Assets to Your Creditors

Scott Roberts, CPA, CLU Not all wills and revocable trusts are created equal, as we know. We have previously discussed the tax ramifications of various distribution provisions of trusts. But those same distribution provisions can also have asset protection implications.

Monthly Newsletters

Leave Them a Legacy, Not Taxes, with a Roth IRA Conversion

The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.

Videos

Nichols & Dimes Weekly Video – Stock Market Talk

In this week’s video: Quote of the week: from Yours Truly, Chris Nichols Financial Tip of the Week: Follow the market

Market Commentary

Weekly Market Commentary – September 9, 2019

Global stocks rallied sharply for the second straight week. Stocks have historically performed worse in September than any other month, so the positive performance comes at a welcome time. For the week, the S&P 500 rose 1.8%.

Free Guides

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

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Videos

Nichols & Dimes Weekly Video – Don’t be Sorry…

In this week’s video: Our thoughts and prayers are with those affected by Hurricane Dorian Financial Tip of the week – How to properly store and secure your personal and financial documents

Market Commentary

Weekly Market Commentary – September 3, 2019

Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.

Videos

Nichols & Dimes Weekly Video – Talking to your kids about money

In this week’s video: Quote of the Week by Ben Franklin Financial Tip of the week – Get your kids involved with money Plus a special tour of the Nichols Kids’ Treehouse…we have not named it yet. Any suggestions?

News

Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

Insights