Can midterm elections move markets? 5 charts to watch

Tuesday, 08 November 2022

presented by Doble LeBranti Financial Group

Can midterm elections move markets? 5 charts to watch

In a year when soaring inflation, the war in Ukraine and a bear market have commanded headlines, the U.S. midterm elections risked becoming an afterthought. But now the election is coming back into focus. And with good reason. Capital Group political economist Matt Miller believes 2022 could be one of the more consequential midterm elections in U.S. history.

Your Guide to Year-End Financial Planning for 2022

Tuesday, 01 November 2022

presented by Kieran Lynch

Your Guide to Year-End Financial Planning for 2022

As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and finance that might benefit you. So, before you head to your annual meeting with your financial advisor, read over these questions and use them as a helpful guide for your conversation.

Why Some of Us Are More Likely to Be Targets of Cybercrime

Wednesday, 12 October 2022

presented by Alison Wilcox

Why Some of Us Are More Likely to Be Targets of Cybercrime
Each year, the incidence of identity theft rises, but did you know that cybercriminals actually prey on some groups of people more often than others?  Who are these more vulnerable victims? Why are they more likely to be the targets of cyberscams?

Three Ways to Incorporate Life Insurance in Estate Planning

Tuesday, 27 September 2022 Kieran Lynch

Three Ways to Incorporate Life Insurance in Estate Planning

Life insurance is a great way to ensure your loved ones have enough resources to live a fruitful life after you pass away. Not only can life insurance assist with immediate financial needs, but it can also be utilized as a valuable estate planning tool. Here are a few ways life insurance can help conserve and protect your estate.

Defer Real Estate Capital Gains Taxes with a 1031 Exchange

Thursday, 22 September 2022

by Michael Gurney with contributions from Dennis Doble

Defer Real Estate Capital Gains Taxes with a 1031 Exchange

Have you ever heard of a 1031 Exchange? This is a little-known opportunity that could potentially save you thousands of dollars. A 1031 Exchange can be utilized when you sell an investment property and exchange it for another investment property of equal or higher value.  We'll explain how it works.

Gain a Better Understanding of Inflation

Tuesday, 06 September 2022

presented by Doble LeBranti Financial Group

Gain a Better Understanding of Inflation

Over the past year, we’ve seen significant price increases caused by pandemic-related shutdowns, supply chain disruptions, labor shortages, the war in Ukraine, and a host of other influences. The Consumer Price Index (CPI), a key measure of inflation, reached 9.1 percent in June 2022, setting a 40-year high. Prices for almost everything, including used cars, housing, gas, and groceries, have been prominently affected.

Here, we’ve answered common questions to help you better understand inflation, its influence on the economy, and how it can affect your retirement planning efforts.

Money Mantras

Thursday, 01 September 2022

presented by Doble LeBranti Financial Group

Money Mantras

Whether it’s the ongoing Covid-19 pandemic; a sudden boost in prices related to gas, food, housing, and other essentials; supply chain hiccups; or an uncertain labor market, the stock market has seen plenty of ups and downs over the past six months. As always, it’s impossible to predict what the market will do on any given day, but it’s always a good idea to take deep, measured breaths and focus on basic money mantras. Doing so can help you push through any anxiety you may feel regarding your retirement account (no yoga pose required).

Your Guide to Charitable Giving Through Crowdfunding

Tuesday, 16 August 2022

presented by Alison Wilcox

Your Guide to Charitable Giving Through Crowdfunding
As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In fact, according to the 2021 Charitable Giving Report by the Blackbaud Institute, a cloud software company serving the nonprofit and social good community, 37 percent of all charitable giving happens in October, November, and December. When you plan to donate to any charitable organization, including via social media, do your research. Here, we answer common questions about this accessible method of giving.

What's Your Retirement Dream Elevator Pitch?

Friday, 12 August 2022

presented by Kieran Lynch

What's Your Retirement Dream Elevator Pitch?

Imagine stepping into an elevator and realizing that you're about to spend the 30-second ride with someone who could make your retirement dreams come true — if only you could explain them before the doors open again. How would you summarize your financial situation, outlook, aspirations, and plans if you had 30 seconds to make an "elevator pitch" about achieving one of your most important goals?

Answering that question — and formulating your own unique retirement dream elevator pitch — could help bring your vision of the future into sharper focus.

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