Filed under: General
Major stock indices recovered some ground last week, as investors expressed hope that the latest recovery legislation will soften the effects of the coronavirus recession. The Dow Jones Industrial Average gained 12.8%, while the S&P 500 Inde...
Filed under: General
We want you to know we are committed to providing transparent, timely communication and are available anytime to discuss your situation during the evolving coronavirus crisis. Please call us if you have questions; we are here to support you. Ple...
Filed under: General
The health and safety of our clients and employees is our top priority – it has been this way since the firm was founded in 1982. I want to provide an update on how Planning Alternatives is responding to the outbreak of the Coronavirus (COVID-...
Filed under: General
Another week passed with stock markets fluctuating wildly. Even after Friday’s (March 13, 2020) gains, the S&P 500 and NASDAQ indices both ended the week down more than 8%. After previously lowering short-term interest rates, the Federal ...
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Stock markets have been falling dramatically this week, due to the effects of the Coronavirus. While infection rates are slowing inside China, they have begun to rise outside of China. Increasing numbers of cases in South Korea, Japan and Italy ...
Filed under: General
On December 20, 2019, President Trump signed, The Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Below are some of the key changes: 1. Reduction to the “stretch IRA” limits for most non-spouse beneficiari...
Filed under: Financial Planning
As 2019 draws to a close, we have included our “What Planning Issues Should I Consider Before the End of The Year?” checklist. If you have experienced any changes with your finances or if you would like to discuss any of these items in gre...
Filed under: General
PERFORMANCE Different quarter, similar story: U.S. stocks and bonds both moved higher in the third quarter. Major stock indices flirted with all-time highs reached earlier in the year, and bonds continued to be fueled by both strong demand amid ...
Filed under: Education and Insights
You may have heard some recent buzz on a new retirement bill. On May 23, 2019, The House of Representatives passed The Secure Act, which stands for “Setting Every Community Up for Retirement Enhancement”. Assuming the bill gets through the S...
Filed under: Education and Insights
Halftime Report with Jeff Kleintop – With many questions being raised about the economy and financial markets, we are pleased to share a conversation with Jeffrey Kleintop, CFA® Senior Vice President, Chief Global Investment Strategist at C...
Filed under: Education and Insights
The “D” Word No one wants to think about — and even more so talk about — the “D” word…death. We often tip-toe around the topic before it happens and then once a death occurs it is a forced discussion. I recently attended a dinner w...
Filed under: Education and Insights
Jim Niedzinski, CFP®, AIF®, Wealth Advisor at Planning Alternatives, shares how to save taxes on charitable donations and make giving easier with a donor-advised fund. Jim Niedzinski is in his 20th year as a wealth advisor. He specializes in ...
