In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
Wall Street has a lot of cliches. How many do you know?
#WallStreet
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16 Wall Street Cliches in 60 Seconds
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Do you know how long it may take for your investments to double in value?
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The Rule of 72
You can’t have a million dollar dream with a minimum wage work ethic!
What is your motivation this week... family, friends, health, business, being a better you? #fitness #business #seattle #dtbellevue
Facebook will buy REI's brand new unused building on the eastside (Bellevue).
The price tag about $368 million
This will add about 400,000 square feet to the already 850,000 square feet they operate in the greater area.
I can remember in the early 2010s when clients would ask if any other companies were in Bellevue besides financial offices. This new FB news + Amazon expansion + already massive establishment of Microsoft = eastside booming!
#Facebook
#Amazon
#Microsoft
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
#stimuluscheck
#election2020
#stockmarket
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Monthly Market Insights | October 2020
Even low inflation rates can impact your retirement outlook over time.
ATKINSONWS.COM
Inflation - Back to the Future
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
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Important Birthdays Over 50
Is data the new oil? 💻💵🛢
As described by Kenway Consulting -
The concept behind “data is the new oil” is that just like oil, raw data isn’t valuable in and of itself, but, rather, the value is created when it is gathered completely and accurately, connected to other relevant data, and done so in a timely manner. When properly refined, usable data quickly becomes a decision-making tool – information – allowing companies to react to market forces and be proactive and intentional in their decision-making.
What are your thoughts?
Zoom Market Cap passed the Market Cap of Exxon Mobile Oct. 16th
Photo Cred: Mike Z.
#dataanalysis
#dataandanalytics
#dataanalyst
“Time is the only thing you can’t buy. I can buy anything I want. But I can’t buy more time.”- #WarrenBuffett #worklifebalance #healthylifestyle
There is a big difference between your “fun money” & your main account(s).
One is just as it sounds... for fun. Similar to a night on the town. The other is for building wealth, creating a legacy, funding goals & retirement.
A significant amount of people get greedy and confuse the two. Have a custom plan built, know how you should be mitigating taxes, managing the equity comp you receive, IRAs, employer benefits to build a sound financial/retirement plan.
❗️Speculated stock picking or those YOLO call options you got from your co-worker/Reddit are only for the small fun account❗️
#stocks
#investing
#personalfinance
1️⃣ The S&P 500 is up almost 7% YTD
2️⃣ The Nasdaq Composite is up about 28% YTD
Who remembers March of this year... when from the peak the S&P 500 was down over 30%
Knowing your custom plan, your custom portfolio constraints, when volatility is an issue for your goals and when it is not... is extremely important.
Opportunities are everywhere for your custom plan & portfolio. Ignore the headlines.
#financeandeconomy
#financemanagement
#certifiedfinancialplanner
Check out this video on taxes. #IncomeTax
ATKINSONWS.COM
The Facts About Income Tax
Atkinson Wealth Strategies updated their info in the about section.
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
For all of you with kids, grandchildren, nieces, nephews, or any little ones that you treat as your own...
Dr. Fauci has announced that Santa 🎅🏽 is immune to COVID-19
During these crazy times remember to allow kids to be kids 💕
#holidayseason
#covid19resources
#holidayshopping
#santaclaus
Source/Photo Cred: New York Post
How much do you know about stocks?
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How Stocks Work
💡The Dow was below 18,600 in March of this year.
🚀 Today it is over 30,000
Don’t let fear or euphoria drive your decision making process.
💭 If you have not already, make 2021 the year you plan for your future with a custom financial plan, custom tax-efficient strategies, and a custom portfolio that is designed specifically for you and your family.
No two people are the same, neither are their life goals.
#wealth
#financialplanning
#economicupdate
Photo Credit: Bloomberg
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
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Understanding the Basics of Medigap Policies
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
2020 has been a wild one!
Certain households may have found themselves in a unique position for tax-efficient opportunities.
+Review 401(k), and HSA contributions.
+Real Estate Cap Rate and Exchange Review/Planning.
+Secure Act RMD Changes.
+Review Stock Option & RSU Strategies.
+Traditional IRA to Roth IRA Conversion Opportunities.
+Super Saver Mega Back Door Roth.
+Harvest & Review of Tax Loss Harvesting Strategies.
+Realize some capital gains if you're in a low tax bracket.
+Make purchases for your business.
+Review your charitable contributions.
+Coordinate custom strategies with your CFP® Professional & CPA.
#realestate
#taxplanning
#stockoptions
When was the last time you updated your will?
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Will Power
Do you know how long it may take for your investments to double in value?
ATKINSONWS.COM
The Rule of 72
Some simple, inexpensive energy-saving tips that may help you save money.
ATKINSONWS.COM
A Penny Saved is Two Pennies Earned
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Should a Democratic Sweep Scare the Markets? History Shows Probably Not.
#President
#DemocraticParty
#stockmarket
#WhiteHouse
#Congress
#presidentbiden
#PresidentTrump
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
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Financial Aid for Students 101
There are many factors to consider before tapping retirement money to pay for college.
ATKINSONWS.COM
Should You Tap Retirement Savings to Fund College?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
ATKINSONWS.COM
How to Appeal Your Property Taxes
Have you ever wondered how long it would take to read the terms of service for popular online services? Visual Capitalist did a great job showing it in the photo below.
Some would take over 1hr 🤯
#Facebook #Instagram #Spotify #Twitter #LinkedIn #Tinder #YouTube #Apple #Amazon #Zoom #TikTok #Netflix #Microsoft #Uber
+ 1 Billion of Inflows for $SLV this Friday.
Volume in the market has increased drastically as people chase the next shinny object.
Source: Senior ETF Analyst Eric Balchunas for Bloomberg
#stockmarketanalysis
#wallstreet
#etfs
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
#stockmarket
#shortsqueeze
#shortstock
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Monthly Market Insights | February 2021
The sooner you begin investing, the longer your money can work for you.
ATKINSONWS.COM
The Cost of Procrastination
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
#stockmarket
#investment
#StockAwards
#retirement
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Monthly Market Insights | March 2021
When was the last time you checked your credit score? #CreditScore
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How Does Your Credit Score Compare?
The Stock Market Capitalization-to-GDP ratio was described by Warren Buffet in 2001 as "The best single measure of where valuations stand at any given moment."
#stockmarket
#stockmarketnews
#retirement
#retirementplanning
#retirementgoals
Source: https://www.visualcapitalist.com/the-buffett-indicator-at-all-time-highs-is-this-cause-for-concern/
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
ATKINSONWS.COM
Do You Owe The AMT?
