Financial Tips

“When this is all over, what will I wish I had done?” 

Dear friends of Eddy and Clayton,

 

Four things others will wish they had done – that we’re already doing! 

 

I hope this letter finds you well – and especially, healthy! 

 

The SECURE Act of 2019: What You Need To Know

 

The SECURE Act of 2019: What You Need To Know

Government Shutdown and Tax Filing

What To Know About The Government Shutdown and Your Tax Filing

As you probably know, the longest government shutdown in the history of the United States recently ended.1  During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back.

Your 2019 Financial To-Do List

What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient.

 

Post Midterm Volatility

“A player surprised is a player half-beaten.” – Chess Proverb

The World Chess Championship is currently being played in London, and for the first time in decades, an American could be crowned as champion.

But this letter isn’t really about chess. It’s actually about the markets.

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   

Financial Fraudsters Preying on Boomers & Elders

 

 

If something sounds too good to be true, it probably is.

Back to Basics

 

 

Michael Jordan, perhaps the greatest basketball player who ever lived, once said:

“Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that changes will be your attention to them.”

Tariffs and Trade... What's Going on?

 

Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs.

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