MON, NOV 2 AT 11:30 AM EST
Monthly Market Insight Live!
MON, OCT 5 AT 11:30 AM EDT
Monthly Market Insight Live!
The financial risks to consider when evaluating self insurance? #Insurance
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When to Self-Insure
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial Average declined 1.75%,...
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Weekly Market Insights: Stocks Mixed Amid Uncertainty
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
WED, OCT 21 AT 12:30 PM EDT
How The 2020 Election May Impact Your Portfolio
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
Have you ever been told to keep all your Emergency Funds in CASH? What investors may not be aware of when it comes to your Emergency Fund - missing out on earnings and losing out to inflation. Watch this video to learn more.
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
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Medicare Advantage 101
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Have you ever heard of or maybe you've been sold a Whole Life or Permanent Life Insurance Policy for your child or grandchild? Make sure you understand all the facts before you're sold a product. Watch to learn more. Nora Lamendola Shaun Lauren Carney
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Consider a bucket plan to go with your bucket list. #RetirementSavings
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A Bucket Plan to Go with Your Bucket List
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
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
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
With less than 24hrs, this is a hot topic on everyone’s mind right now. The election and the impact on the markets, and more importantly your portfolio.
We held a webinar in October to address some of your concerns and questions and discuss what the data shows us. Take a listen as we go into depth on the correlation between political party and the markets and address the strategies we recommend for our clients. Nora Lamendola Shaun Lauren Carney
Light Reading: Treasury Department Federal Tax Regulation Guide. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Do you need umbrella insurance? Find out more. #LiabilityInsurance
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Keep Your Umbrella Handy
Just entering retirement? Here's what you need to know.
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9 Facts About Retirement
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
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are several factors that impact our markets. COVID-19 cases surging, another 778k Americans filing for unemployment claims last week, news of effective vaccines, uncertainty around the election result fading away and expectations that President-elect Joe Biden, and his Treasury Secretary nominee Janet Yellen, will push for more economic stimulus are to name just a few. Be prepared at your Thanksgiving table tomorrow and join our webinar today with Shaun Lauren Carney, Wednesday, November 25 at 1:00pm EST as we take a look at market performance, lessons learned from the first lockdown and things to do to prepare for a second. To register - https://us02web.zoom.us/webinar/register/9616061622175/WN_stedKv7JRrWMVjjwe2icBw
US02WEB.ZOOM.US
Welcome! You are invited to join a webinar: The Second Lockdown: Preparing Your Portfolio. After registering, you will receive a confirmation email about joining the webinar.
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
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
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
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Ways to Supplement Your Medicare Coverage
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
We couldn't be more grateful to have such amazing families a part of our Bolt Family. We love what we do and it's because of the people we surround ourselves with. Our clients are the best! Shaun Lauren Carney Nora Lamendola
Children with special needs may need ongoing help after theirparents are gone.
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4 Steps to Protecting a Child with Disabilities
Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill.The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq Composite index...
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Weekly Market Insights: Cases Rise, Stocks Retreat
Here are 4 unexpected locations that make great places to #raise your #family.
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Four Great, Unexpected Places to Raise a Family
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25%...
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Weekly Market Insights: Vaccine Rollout Spurs Markets
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
Surprises crop up every day, and they’re a great reason to work with us.
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Surprises
It's start of a new year. As we all went through the Coronavirus pandemic and saw changes in careers, salaries... I want to urge you in 2021 to put a good financial plan in place. Don't neglect it, we can help www.boltfinancialgroup.com Shaun Lauren Carney
Insights on the latest market moves and economic news from December 2020. Listen as we discuss how the markets performed in 2020 in defiance of a pandemic, recession and political upheaval. We discuss the rise in popularity of Cryptocurrency, the impact of the US dollar and updates on the stimulus bill. Nora Lamendola Shaun Lauren Carney
As part of our commitment to education, we will be hosting a monthly webinar the first Monday of every month. To register for any future Market Insight - https://us02web.zoom.us/webinar/register/6716016549185/WN_5hZL1t1NQbCmXlUP7MiKBw
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
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Life and Death of a Twenty Dollar Bill
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...
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Weekly Market Insights: Markets Start 2021 on a High
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
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
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...
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Weekly Market Insights: Mixed Reaction from Markets
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
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Mastering Mobile Lingo
Take an inside look into Simplified Employee Pension plans.
BOLTFINANCIALGROUP.COM
Is a SEP-IRA Right for Your Business?
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
BOLTFINANCIALGROUP.COM
Test Your Life Insurance Knowledge
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
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Weekly Market Insights: Optimism Stimulates Markets
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Test your estate strategy knowledge with this short quiz.
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Test Your Estate Strategy Knowledge
Could you find acres of diamonds in your own backyard? Watch this video.
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Acres of Diamonds
Markets drifted lower last week as uninspired investors digested mixed news on the economic front.The Dow Jones Industrial Average lost 0.91% while the Standard & Poor’s 500 slid 1.48%. The Nasdaq Composite index stumbled 1...
BOLTFINANCIALGROUP.COM
Weekly Market Insights: Mixed Reaction from Markets
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
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Weekly Market Insights: Unexpected Trading Rattles Market
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
For a small business, the loss of a key person could cause financial hardship.
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Protecting Your Business from the Loss of a Key Person
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
BOLTFINANCIALGROUP.COM
Jane Bond: Decoding Diversification
Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology stocks leading the way.The Dow Jones Industrial Average gained 0.59%, while the Standard &...
BOLTFINANCIALGROUP.COM
Weekly Market Insights: Optimism Stimulates Markets
How much is enough for your emergency fund?
BOLTFINANCIALGROUP.COM
Your Emergency Fund: How Much Is Enough?
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &...
BOLTFINANCIALGROUP.COM
Weekly Market Insights: Unexpected Trading Rattles Market
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
BOLTFINANCIALGROUP.COM
Put It in a Letter
For a small business, the loss of a key person could cause financial hardship.
BOLTFINANCIALGROUP.COM
Protecting Your Business from the Loss of a Key Person
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
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Changing Unhealthy Behaviors
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
Childhood attitudes and habits can determine your child's health in his or her adult years.
BOLTFINANCIALGROUP.COM
Raising Healthy Children
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
BOLTFINANCIALGROUP.COM
Where Is the Market Headed?
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
BOLTFINANCIALGROUP.COM
Monthly Market Insights | February 2021
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Here are a few key factors to consider when naming an executor for your estate.
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And the Executor Is
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
BOLTFINANCIALGROUP.COM
Changing Unhealthy Behaviors
The savings rate is the government’s estimate of how much U.S. households are saving.
BOLTFINANCIALGROUP.COM
U.S. Personal Savings Rate
Childhood attitudes and habits can determine your child's health in his or her adult years.
BOLTFINANCIALGROUP.COM
Raising Healthy Children
What every parent needs to know about insuring his or her #teen #driver. #insurance
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Buying Auto Insurance For Teen Drivers
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
I know you are bombarded with emails which can be all too impersonal. I’d like to change that! Hopefully, you’ve found our weekly Market Insights email valuable. In addition to the market and economic review each week, I...
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Weekly Market Insights: Rising Inflation Concerns
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Here are a few key factors to consider when naming an executor for your estate.
BOLTFINANCIALGROUP.COM
And the Executor Is
If you died, what would happen to your email archives, social
profiles, and online accounts?
BOLTFINANCIALGROUP.COM
Safeguard Your Digital Estate
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
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
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...
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Weekly Market Insights: Stocks React Sharply to Bonds, Inflation
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
Do your kids have the right stuff for college? #CollegePrep
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Countdown to College
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
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Rebalancing Your Portfolio
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
Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally.The Dow Jones Industrial Average gained 1.82%, while the Standard &...
BOLTFINANCIALGROUP.COM
Weekly Market Insights: Stocks React Sharply to Bonds, Inflation
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
BOLTFINANCIALGROUP.COM
What is the Value of Your Business?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
BOLTFINANCIALGROUP.COM
Monthly Market Insights | March 2021
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
What did it take to become the richest man in Babylon?
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The Richest Man in Babylon
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
BOLTFINANCIALGROUP.COM
How to Appeal Your Property Taxes
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
BOLTFINANCIALGROUP.COM
Rebalancing Your Portfolio
Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.
BOLTFINANCIALGROUP.COM
Financial Aid for Students 101
The savings rate is the government’s estimate of how much U.S. households are saving.
BOLTFINANCIALGROUP.COM
U.S. Personal Savings Rate
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
BOLTFINANCIALGROUP.COM
How Women Can Prepare For Retirement
Rising bond yields and improving economic conditions led to a choppy week of trading that ended in modest losses for investors.The Dow Jones Industrial Average fell 0.46%, while the Standard & Poor’s 500 declined 0.77%. The...
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Weekly Market Insights: Modest Losses After Choppy Week
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
BOLTFINANCIALGROUP.COM
Building Your Legacy
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
BOLTFINANCIALGROUP.COM
9 Facts About Social Security
What did it take to become the richest man in Babylon?
BOLTFINANCIALGROUP.COM
The Richest Man in Babylon
