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.

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