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bull-and-bear-investing
by Matt Ward
Financial Planning
returns stock market
January 31, 2020
1 Сomment
76 likes

Setting Expectations for Stock Returns Over Next Few Years

With the last 10 years delivering 9/10 years of positive stock market returns, we need to begin setting realistic expectations for the next few years. Stocks have averaged 10% annually when we look ba

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SECURE-Act-Estate-Planning
by Matt Ward
Financial Planning
Estate ira SECURE Act
January 18, 2020
64 likes

What the SECURE Act means for your Estate

What the SECURE Act means for your Estate In 2020, a major new tax law went into effect. The SECURE Act. The SECURE act has changed the rules on the Stretch IRA. As a refresher, the Stretch IRA was th

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investment-advice-2020
by Matt Ward
Financial Planning
2020 advice investment
January 3, 2020
64 likes

Advice for Investors in 2020

Market volatility is normal, and intra-year declines are common. If we experience sharp, sudden downside in 2020 – remember, it’s just how equity markets work. 75% of the time, the market recovers all

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