Means Wealth Insights

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. We are only down a “mere” 13%…

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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 like taxpayer payments, tax filing…

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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…

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2020: Trump, Iran, & RMDs

Well, the first 20 days of 2020 have been eventful. Trump is continuing with his never-ending tweets. Iran shot down a civilian Turkish airliner and shot missiles at U.S. bases in Iraq. US and Iran’s…

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Recession? You bet. Keep reading.

Will we have a recession? Is it coming? The answers to those questions are, “yes.” However, please keep reading. What nobody truly knows is when a recession will actually take place. Economist use charts, data,…

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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.…

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Bitcoin, Blockchain, & Cryptocurrency

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 things online or…

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Q2 2019 Recap & Commentary

The spring months for financial markets (Q2 2019) were marked with new all-time highs, increased volatility, and plenty of geopolitical tension. In April, the S&P 500 reached an all-time closing high. In May, many investors…

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June 2019 Commentary

What a long, strange trip it’s been. The year 2019 started with strong growth. The market jumped in January to an 8% growth rate and continued its rise through February. A detour emerged in March…

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