by Lori Eason | Mar 21, 2021 | Financial Planning
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a routine will update. While all of our clients have beneficiaries listed on their IRAs, many people are not aware that you can...
by Lori Eason | Jan 21, 2021 | Tax Planning
The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting. After the tax code...
by Lori Eason | Dec 1, 2020 | Quarterly Commentary
Despite all the terrible news from this past year, the U.S. stock and bond markets ended at all-time highs fueled by the largest government stimulus program in history and optimism that the economic shutdowns will soon be over. The S&P 500, Dow Industrial Average...
by Lori Eason | Sep 20, 2020 | Quarterly Commentary
The third quarter was relatively calm compared to the first half of the year. The second quarter’s rebound from the March lows has largely held firm or in many cases continued to advance. In fact, large cap stock indices are now positive for the year thanks to the...
by Lori Eason | Sep 20, 2020 | Market Related
These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around metro Atlanta are currently operating on a virtual only platform. My girls are currently in week 5 and thankfully many...
