Investing in an Election Year

Wednesday, 12 August 2020

presented by Doble LeBranti Financial Group

Investing in an Election Year

Investing during an election year can be tough on the nerves, and 2020 promises to be no different. Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions.

There’s nothing wrong with wanting your candidate to win, but investors can run into trouble when they place too much importance on election results. That’s because elections have, historically speaking, made essentially no difference when it comes to long-term investment returns.

529 Plans: Qualified and Non-Qualified Expenses

Wednesday, 05 August 2020

presented by Doble LeBranti Financial Group

529 Plans: Qualified and Non-Qualified Expenses

You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the difference between qualified and nonqualified expenses.

The Changing College Landscape

Wednesday, 15 July 2020

presented by Doble LeBranti Financial Group

The Changing College Landscape

The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Not only has COVID-19 impacted short-term college operations and student summer plans, but the virus could end up being the catalyst that changes the model of higher education in the long term. Here are some things to know about the changing college landscape.

Protecting Yourself from Scams During COVID-19

Saturday, 06 June 2020

presented by Doble LeBranti Financial Group

Protecting Yourself from Scams During COVID-19

The number of stories about fraudsters taking advantage of unsuspecting victims seems to grow by the day. Of course, it’s easy to think, “This will never happen to me!” But to keep your money and personal information safe, it’s vital to stay abreast of the latest scams.

Coronavirus Email Scams Spreading

We’ve all read the headlines about the coronavirus. Unfortunately, this serious health threat has presented an opportunity for those hoping to profit from the growing fears surrounding the virus.

Spread Rates Remain Low as Reopening Continues

Thursday, 28 May 2020

presented by Doble LeBranti Financial Group

Spread Rates Remain Low as Reopening Continues

Over the past week, we’ve seen more good news in the coronavirus crisis. Perhaps most important, there were no signs of a second wave of infections stemming from the ongoing reopening of the economy and the loosening of social distancing measures in several states. In fact, the data reveals that social distancing had been subsiding in many areas even before the formal loosening. At two weeks or more into the start of this new environment for the spread of the virus, some growth in cases could have been expected. The fact that we have continued to see the spread rates at close to the lowest levels of the pandemic is a real positive.

Mid-Year is a Good Time to Fine-Tune Your Finances

Tuesday, 19 May 2020

presented by Doble LeBranti Financial Group

Mid-Year is a Good Time to Fine-Tune Your Finances

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.

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