What’s Next?
I always enjoy writing with good news and have some for you today. As I write this, the S&P is up roughly 32% from its lows in March and we are only down a “mere”…
CARES Act: RMDs, Charitable Giving and IRA Contributions
In March, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), a $2,000,000,000,000 (two trillion) dollar stimulus package. National news outlets have covered the most well-known benefits; taxpayer payments, tax filing deadline delays…
A Message from Means Wealth
Good afternoon, Over the last few weeks, the consternation concerning personal health, our families, the markets and our economy has been palpable. Like you, I am concerned as these are no doubt challenging times. Many…
Stocking Your Financial Planning Toolbox: Traditional and Roth IRAs
Having a well-stocked toolbox is key and you likely will want to use a variety of tools throughout the process. One of the best tools to consider “purchasing” for your toolbox is the Individual Retirement Account (IRA).
2020: Trump, Iran and RMDs
Well, the first 20 days of 2020 have been very eventful. Trump is continuing with his never-ending tweets; Iran shot down a civilian Turkish airliner and shot missiles at US bases in Iraq; US and…
Recession? You bet. Keep reading.
Will we have a recession? Is it coming? The answers to both those questions are yes; but, please keep reading. What nobody truly knows is when a recession will actually take place. Economist use charts,…
Socially Responsible Investing
Often investing focuses mainly on profits and returns. However, return doesn’t just have to be about the amount of money you earn, it can be about making a difference in the world you live in. …
Bitcoin, Blockchain and Cryptocurrency
Let’s start with a basic explanation of what Bitcoin is. Bitcoin is a form of cryptocurrency just like the U.S. Dollar is a form of traditional currency. Theoretically, you can use cryptocurrency (crypto) to buy…
MWM | Q2 Recap and Commentary
The spring months for financial markets were marked with new all-time highs, increased volatility and plenty of geo-political tension. In April, the S&P 500 reached an all-time closing high, while in May many investors were…
MWM | June Commentary
What a long, strange trip it’s been. 2019 started out with strong growth as the market jumped in January to an 8% growth rate and continued its rise through February, but a detour emerged in…