Individual Investor Resources
2018 Tax Strategy Webinar
2018 State of the Market Review
https://youtu.be/rFzKu6b6T-8 Listen as Valenta Capital Management reviews the State of the Markets.
read moreUnderstanding Recent Market Volatility
Our Analysis of the Recent Market Turbulence The markets started 2018 with the wind in their sails, and investors watched as indexes continued their nearly straight-up trajectory from 2017. Then, after the S&P 500’s best January performance since 1997, stocks took...
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A Few Words on the Recent Market Turbulence
We’re a little bit embarrassed to admit this but nowadays, when we fly, turbulence often tends to make our hearts jump (maybe because we have families who we constantly think about being able to provide for). Of course, if you've ever flown through a thunderstorm or...
read moreAnother Banner Week for Markets
Last week, all 3 major U.S. markets hit record highs once again.[i] The Dow added 2.00% to notch both intraday and closing records, the S&P 500 rose 0.86%, and the NASDAQ gained 0.35%.[ii] International stocks in the MSCI EAFE dipped by 0.32% for the week.[iii] On...
read moreIt’s Official — the 2018 401(k) Contribution Limit Is Increasing
Here is a wonderful article from Matthew Frankel at the Motley Fool outlining the 2018 increase in 401(k) contribution amounts. For the 2018 tax year, the IRS has increased the employee 401(k) contribution limit to $18,500 to keep up with the rising cost of living....
read moreSavings Rates Drop in the U.S.
Here is a great article from Javier Simon at Plan Sponsor that hits on the fact that Americans aren't saving enough for retirement. This is why we take the time to sit down with every employee individually, getting a full understanding of what their financial picture...
read moreSeptember 2017 Market Review
Hear from Valenta Capital’s Colby Valenta as he shares insights on factors that affected the markets in September and Quarter 3, 2017.
read moreSystematic Withdrawals in Retirement
Periodic withdrawals in retirement may not be such a good idea.
read moreThree Key Questions to Answer Before Taking Social Security
Three important questions to consider before you start taking #SocialSecurity.
read moreThe Half Million Dollar Baby
What does it actually cost to raise a child? You might be surprised.
read moreA Cheat Sheet for Sending Your Kid to College
Have a kid heading off to college? Here are a few tips.
read moreA Decision Not Made Is Still a Decision
Whether you realize it or not, you’ve allocated your assets.
read moreSocial Security: Maximizing Your Social Security Benefits
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
read moreEstimating the Cost of College
Are you ready for school—again?
read moreShould You Borrow from Your 401(k)?
Thinking of borrowing from your 401(k)? Some considerations. #401k
read moreThe Lowdown on Those Free Credit Scores
Ever wonder about those free credit scores you get once a year? #creditscore #credit
read moreFour Great, Unexpected Places to Raise a Family
Here are 4 unexpected locations that make great places to #raise your #family.
read moreInflation & Your Money
The CPI has shown low inflation since ’09. Are your prices rising faster than the average? #Inflation
read moreSocial Security Benefits: How Much Will I Receive
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
read moreThe Investment Risk No One’s Ever Heard Of
You face sequence of returns risk. Know what it is? #investing #investmentrisk
read moreCreative Ways to Motivate Your Employees
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
read morePay Yourself First
When was the last time you paid yourself first?
read moreYou May Need to Make Estimated Tax Payments If…
Learn more about whether you need to pay estimated taxes.
read moreIRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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Couples Should Get In Sync About Retirement Savings
Here’s a great article from our friends Plan Sponsor. By Rebecca Moore editors@plansponsor.com | February 09, 2017 People are more likely to agree with their spouse or partner on daily expenses than on retirement savings, a survey finds. More than...
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Feeling Financially Well
Here’s a great article from our friends Plan Sponsor. By Rebecca Moore editors@plansponsor.com | March 2017 For defined contribution (DC) plan sponsors to offer overall financial wellness programs to their employees is a growing trend. I asked NewsDash readers,...
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Helping Participants Get on the Right Track to Retirement This Year
Here’s a great article from our friends Plan Sponsor. By Javier Simon editors@plansponsor.com | December 07, 2016 A new survey reveals participants' main preferences and challenges when it comes to saving for retirement—including generating lifetime income, getting...
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Help Participants Choose Tools for Estimating Social Security
Here’s a great article from our friends Plan Sponsor. By John Manganaro EDITORS@PLANSPONSOR.COM | March 24, 2017 A new analysis published by Corporate Insight compares a number of Social Security benefit calculators available today, with the aim of helping investors...
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Americans Cite Several Reasons for Not Saving More for Retirement
Here’s a great article from our friends Plan Sponsor. | By Rebecca Moore editors@plansponsor.com | March 21, 2017 The top reason Americans aren't saving more money, reported by nearly two-in-five, was having a lot of expenses, a survey found. For the first time...
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