Blog

Filter Blog by:
6 Planning Opportunities for 401(k)s in Light of the SECURE Act

Blog

6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

Read More
Teaching Kids about Money from Childhood Through Adulthood

Blog

Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

Read More
Financial “Exercises” You Can Do While Social Distancing

Blog

Financial “Exercises” You Can Do While Social Distancing

By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. We’ve all been inundated news about the Coronavirus, and its impact on our community, our country and the world, both physically and financially. Hopefully, most readers are choosing not to panic in response to these headlines, because panic leads to irrational thinking, and that can lead to poor financial decisions, making matters even worse.

Read More
Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

Blog

Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

Read More
“What Can I Do To Help?” – <em>Our</em> Response to COVID-19

Blog

“What Can I Do To Help?” – Our Response to COVID-19

By Karin Grablin, CPA, CFP® Wealth Advisor at SRQ Wealth These are unusual and uncertain times, to be sure. By now, all of us have been inundated with facts and figures about the Coronavirus, and its impact on the health of our community, our country and the world, both physically and financially.

Read More
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

Blog

Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

Read More
Don’t React, Respond

Blog

Don’t React, Respond

Before you delete this, read the first three paragraphs.  This is not another corporate, boiler-plate email telling you we are washing our hands, and taking precautions.  We are doing everything recommended to stay safe, but that’s not the point of this message.

Read More
It’s Time for a Perspective Check:  Current Market Volatility

Blog

It’s Time for a Perspective Check: Current Market Volatility

As we write this on March 9th, it is the 11th anniversary of the global panic attack that marked the bottom of the Bear Market of 2007-09. Isn’t it a bit ironic that, on this anniversary, we are marking it with another global panic attack?

Read More
Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

Blog

Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

Read More
Answers to 3 Big Questions on Clients’ Minds

Blog

Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

Read More