Tuesday, 25 May 2021
presented by Doble LeBranti Financial Group
The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the distant future.
We asked our investment team to look in their crystal balls to envision how life may change by the end of the decade. Here are seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.
1. COVID could be this generation's Pearl Harbor
2. Cash is an endangered species
3. A cure for cancer may be around the corner
4. Health care innovation reaches warp speed
5. Renewable energy powers the world
6. Electric and autonomous vehicles hit the fast lane
7. What's not changing? Successful investing
Friday, 21 May 2021
presented by Doble LeBranti Financial Group
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the end of the year. Here are some recommendations about what to review at this time.
Thursday, 20 May 2021
presented by Doble LeBranti Financial Group
If you make significant gifts to your children or someone else's children, or if someone else makes gifts to your children, there are a number of things to consider when it comes to income tax issues. Here are a few things to bear in mind.
Wednesday, 28 April 2021
presented by Doble LeBranti Financial Group
In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The bill included several provisions related to education, including $22.7 billion for colleges and universities. Here are some key highlights.
Friday, 16 April 2021
Dennis Doble, CFP was recently quoted in WealthManagement.com's "The Stoic's Guide to Financial Management" by John Kador.
Doble educates clients that financial performance suffers when emotions are allowed to control investment decisions. Stoic practice extends this principle to every aspect of life. “Lack of emotion or immediate reaction does not equal lack of caring,” Doble says.
Wednesday, 14 April 2021
We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes.
Everyone wants financial security. But women often face unique obstacles that can affect their ability to achieve it. Let's look at some of these potential headwinds.
SOME KEY DIFFERENCES
On the path to financial security, it's important for women to understand what they might be up against, financially speaking:
Friday, 19 March 2021
Dennis Doble
how to make the most of your after-tax 401(k)
After-tax contributions to 401(k) plans allow an employee to increase their annual retirement plan contributions by another $38,500 per year. This Mega Roth IRA is a great way to accumulate more savings and provide yourself with tax-free income in retirement. This is an awesome benefit and one of my personal favorite planning techniques.
