Insights & Thoughts
It was the best of times. It was the worst of times.
What a difference a year makes. This quarter wraps up almost exactly a year since the whole COVID thing came on to the scene. During that stretch of...
Spring Clean Your Estate Plan
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...
GameStop Mania
The financial news has been filled with stories of huge gains in some of the most obscure stocks and battles between Wall Street titans and the...
Charitable Gifting: Thinking Outside the Box
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,...
Who’d a Thought?
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...
When the Government Runs it All
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...
Back to School, Covid Style
These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around...
Big IRA Changes for 2020
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic...
The Disease vs. The Cure
Despite all the anxiety and grim news, the stock market was able to retrace much of the losses suffered in the first quarter of the year. After...
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