Insights & Thoughts
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...
Market Rx
Many of you have heard us talk about the fact that the stock market regularly goes through periods where it loses half its value. This happens...
Why is There Missing Cost Basis on my 1099-B?
As many of you are aware, new cost basis reporting rules were phased in over the past few years. In an attempt to find missing tax revenue, new...
Two Years, One Market
2019 turned out to be one of those gangbuster years for the stock market that investors only see a couple of times in a decade. Or so it seemed. In...
Navigating the Medicare Maze
When it comes to retirement planning, almost everyone knows that turning 65 is an important milestone. At 50, you are awarded the opportunity to...
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