Worried about passing your wealth to a troubled adult child?There are strategies that can help.
CHAMBERLINFINANCIAL.COM
When Heirs are Imperfect
All stock indexes like the DOW and S&P 500 have an average PE ratio just like individuals stocks have. When average PE ratios on these indexes reach around 30 or higher its time for a pullback.
BARRONS.COM
P/Es & Yields on Major Indexes | Market Data Center | Barron's
There is an ideal order in which to pull funds from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are to minimize taxes, minimize taking principal, and earn as much as...
CHAMBERLINFINANCIAL.COM
How to take Required Minimum Distributions the Right Way
Ensuring that your business not only survives but thrives during the pandemic may sound like a tall order. But there are plenty of actions business owners can take mid-pandemic that can help them come out the other side even stronger....
CHAMBERLINFINANCIAL.COM
Tips for Small Business Owners to Stay Ahead During the Pandemic
Could a second #stimuluscheck happen before the Nov. 3 election, and if so, how much could you get if you qualify a new payment?
MSN.COM
Stimulus check money: Everything we know about how big your second relief payment could be
Your financial future is calling. Develop a strategy for your investments today.
CHAMBERLINFINANCIAL.COM
The Cost of Procrastination
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
CHAMBERLINFINANCIAL.COM
What Do Your Taxes Pay For?
If you want to retire to another location, think about whether it makes sense for you financially as well as socially. Will you be able to find part-time work there, if needed? Could local economic factors make the area less affordable for you someday?
You can’t tax your way to prosperity. A strong economy is built by a free market and by individual ingenuity.
Do you know how missing the best and worst market days might affect your #portfolio?
CHAMBERLINFINANCIAL.COM
It Was the Best of Times, It Was the Worst of Times
Remember this article back in May? Is Herd Immunity Our Best Weapon Against #COVID-19? As the rest of the world has hunkered down to weather the COVID-19 pandemic, Sweden has remained remarkably open.
The government has taken steps like issuing guidelines for Swedes to stay home, banning gatherings of more than 50 people, and closing museums.
Yet restaurants, schools, and parks remain open. Consequently, Sweden’s ambassador to the U.S., Karin Ulrika Olofsdotter, said the country’s capital, Stockholm, could reach herd immunity sometime this month.
'Don't be afraid of COVID' the way the media wants you to be. To put it in perspective over 38k people died last year in car accidents and over 250k people die every year just from medical malpractice yet we don't ban cars or hospitals do we? No, individuals accept a certain amount of risk and take precautions. https://www.discovermagazine.com/health/is-herd-immunity-our-best-weapon-against-covid-19
DISCOVERMAGAZINE.COM
Is Herd Immunity Our Best Weapon Against COVID-19?
Under the CARES Act if you have enough of a tax deduction you can write off up to 100% of a contribution to a #charity against your adjusted gross income (AGI). After Jan 1, 2021, it will be revert to 60%.
Think about how you could benefit from an immediate charitable income tax deduction. The deduction can be utilized to reduce your AGI. Take a look at these case studies on cash and real estate transfers. Legacy Tree Foundation works directly with advisers, not the public.
Chamberlin Financial has a strategic partnership with Legacy Tree Foundation to offer charitable planning services to our clients.
CHAMBERLINFINANCIAL.COM
Why You Should Add Charitable Planning to Your Portfolio
Discover the proven strategies used by the wealthy.
Grow your knowledge on how money works with truthful, straightforward lessons taught by a team of independent professionals. 14+ videos on #wealthbuilding concepts
CHAMBERLIN.PROVENWEALTHSTRATEGIES.COM
Free Access to Proven Wealth Strategies Videos
A window of opportunity opened in 2018 when the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate, and generation-skipping tax exemptions to $11.18 million from $5.6 million. Adjusting for inflation, the current exemption this year is $11.58 million — the highest it has ever been. #gifttax
NEWS.YAHOO.COM
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared?
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
CHAMBERLINFINANCIAL.COM
Six Most Overlooked Tax Deductions
(Bloomberg) -- #Oil rose for a second day amid a weaker #dollar and signs of improving demand in China and India.
MSN.COM
Oil Rises With Dollar Decline Boosting Appeal of Commodities
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
CHAMBERLINFINANCIAL.COM
Fallen Tree Damage—Who Pays?
NAUPA is the leading, trusted authority in unclaimed property. They help individuals claim their unclaimed property and help businesses ensure compliance per state law in annual reporting.
https://unclaimed.org/
UNCLAIMED.ORG
National Association of Unclaimed Property Administrators (NAUPA) – The leading, trusted authority in unclaimed property
Most investors would say that professional investment managers must get a higher return on their investments than ordinary Joes because they’re smart and have much greater knowledge and better investing tools.
MSN.COM
Opinion: Why those highly paid investing pros do worse than a 401(k) committed to a boring stock index fund
Yahoo News: Another option to avoiding the early withdrawal penalty is to take at least five substantially equal periodic payments as allowed under IRS rule 72(t). "Very few people use that," Chamberlin says. Since modifying a payment plan after its start can result in retroactive penalties, it is best to attempt 72(t) distributions only under the guidance of a finance professional.
NEWS.YAHOO.COM
What to Know About Withdrawing Money From a Traditional IRA
(Bloomberg) -- Boeing Co. is deepening job cuts as the coronavirus pandemic and prolonged grounding of the 737 Max jetliner squeeze the planemaker’s finances.
An additional 7,000 jobs are slated for elimination by the end of next year, bringing the total cuts made through retirements, attrition, and layoffs to 30,000 people, Boeing said in an email Wednesday after reporting earnings.
MSN.COM
Boeing to Cut 7,000 More Jobs in Jet Market’s ‘New Reality’
U.S. News & World Report "IRAs are designed for retirement, and the government wants to ensure the money is used for that," says Stuart Chamberlin, president of Chamberlin Financial Inc. in Boca Raton, Florida.
The early withdrawal penalty is on top of income taxes that need to be paid. For someone in the 12% tax bracket, the added penalty could mean nearly a quarter of the amount withdrawn will be eaten up by taxes and the penalty.
https://money.usnews.com/money/retirement/articles/what-to-know-about-withdrawing-money-from-a-traditional-ira
Since the launch of PPP, lenders, accountants, loan marketplaces, and a wealth of other experts have been hearing the same question from loan recipients: What do I do about loan forgiveness?
FORBES.COM
Why You Shouldn’t Worry About PPP Loan Forgiveness Yet
Learn 5 smart strategies to help you pursue your investment objectives.
CHAMBERLINFINANCIAL.COM
5 Smart Investing Strategies
Take an inside look into Simplified Employee Pension plans.
CHAMBERLINFINANCIAL.COM
Is a SEP-IRA Right for Your Business?
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
CHAMBERLINFINANCIAL.COM
When Does Your Personal Car Become a Commercial Vehicle?
A black swan is an unpredictable event that is beyond what is normally expected of a situation and has potentially severe consequences. Black swan events are characterized by their extreme rarity, severe impact, and the widespread insistence they were obvious in hindsight.
(Bloomberg) -- Giant #banks have racked up more than $4 billion in U.S. penalties in a wave of settlements weeks before the presidential election. That says a lot about an industry that once vowed to behave after the 2008 financial crisis -- and about the regulatory risks, it sees ahead.
MSN.COM
Banks Rush to Take Fines Under Trump, Casting Light on Misdeeds
(Bloomberg) -- America’s ailing malls suffered a pair of body blows over the weekend as two major landlords followed their ever-growing list of bankrupt tenants into Chapter 11 protection.
MSN.COM
Malls Dragged Into Bankruptcy by Carnage at Retail Tenants
Do you need umbrella insurance? Find out more. #LiabilityInsurance
CHAMBERLINFINANCIAL.COM
Keep Your Umbrella Handy
Lawmakers on Capitol Hill missed the window of time to ink a deal on another stimulus package before Election Day — but financially struggling Americans still have to face their own fast-approaching deadlines.
MSN.COM
‘It’s a grim cut off’: Washington abandoned a stimulus deal, so much of America’s temporary financial safety net will expire
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
CHAMBERLINFINANCIAL.COM
How to Appeal Your Property Taxes
(Bloomberg) -- #Oil declined for a second session as rising Covid-19 cases threatened to derail demand with tougher restrictions in major U.S. cities on the horizon.
MSN.COM
Oil Drops With Virus Surge Threatening to Squash Demand
Federal Reserve Chairman Jerome Powell said Thursday he worries about women, children and business owners who face long-term consequences from the coronavirus pandemic.
Asked to name his chief concerns as the world tries to recover from the Covid-19 crisis, Powell said it’s “the risk that there is some longer-run damage to the productive capacity of the economy and to people’s lives who have been disrupted by the pandemic.”
CNBC.COM
Here are the things that scare Jerome Powell the most about the economy right now
Learn more about whether you need to pay estimated taxes.
CHAMBERLINFINANCIAL.COM
You May Need to Make Estimated Tax Payments If…
Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...
CHAMBERLINFINANCIAL.COM
Election 2020: Biden’s Policy Initiatives
Federal #estatetaxes have been a source of funding for the federal government almost since the U.S. was founded.
CHAMBERLINFINANCIAL.COM
A Brief History of Estate Taxes
CNBC.COM
New York to impose curfew on restaurants, bars and gyms as Covid worsens across the U.S.
SEC rules: Registered Investment Advisors and Investment Advisor Representatives can not have testimonies or reviews on social media pages they control.
As coronavirus cases continue to surge and hospitals in some areas stretch to capacity, many states are once again imposing limits on businesses and everyday life. Some governors are closing sectors they had reopened after spring #lockdowns.
NYTIMES.COM
See Coronavirus Restrictions and Mask Mandates for All 50 States
Just entering retirement? Here's what you need to know.
CHAMBERLINFINANCIAL.COM
9 Facts About Retirement
Here is the latest update of a popular market valuation method using the most recent Standard & Poor's "as reported" earnings and earnings estimates and the index monthly average of daily closes for the past month. For the earnings, see the table below created from Standard & Poor's latest earnings spreadsheet. #PEratios https://www.advisorperspectives.com/dshort/updates/2020/11/03/is-the-stock-market-cheap
ADVISORPERSPECTIVES.COM
www.advisorperspectives.com
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
CHAMBERLINFINANCIAL.COM
Personal Finance Tips for Military Families
Considering alternative investments? It’s critical to sort through the complexity. #video
CHAMBERLINFINANCIAL.COM
Alternative Investments - Going Mainstream
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
CHAMBERLINFINANCIAL.COM
Creative Ways to Motivate Your Employees
"Seeing is believing" is a terrible philosophy when dealing with risk. It is a juvenile attitude. As adults, we know better. Yet, during this Covid pandemic and #stockmarket runup, many people have been acting like children whose ball is in the middle of the street.
FORBES.COM
Covid-19’s Fatigue Feeds Stock Market’s Rise – Both Are Unhealthy
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
CHAMBERLINFINANCIAL.COM
What is the Value of Your Business?
WSJ.COM
Refinancing—or Paying Off—a Mortgage? Questions to Ask Yourself
MEDIUM.COM
How will these economic indicators change the global financial landscape?
The current S&P 500 PE Ratio: 37.13 +0.48 (1.30%) https://www.multpl.com/s-p-500-pe-ratio
MULTPL.COM
S&P 500 PE Ratio
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
CHAMBERLINFINANCIAL.COM
What Is a 1035 Exchange?
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
CHAMBERLINFINANCIAL.COM
Coaches
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
CHAMBERLINFINANCIAL.COM
A Taxing Story: Capital Gains and Losses
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
CHAMBERLINFINANCIAL.COM
Changing Unhealthy Behaviors
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
CHAMBERLINFINANCIAL.COM
Encore Careers: Push Your Boundaries
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
CHAMBERLINFINANCIAL.COM
Money that Buys Good Health is Never Ill Spent
America's hidden depression: President-elect Biden faces a fragile recovery that could easily fall apart, as the economy remains in worse shape than most people think. Why it matters: There is a recovery happening.
But it's helping some people immensely and others not at all. And it's that second part that poses a massive risk to the Biden-Harris administration's chance of success.
AXIOS.COM
America's hidden depression: K-shaped recovery threatens Biden administration
THESIMPLEDOLLAR.COM
7 Common Investing Mistakes and How to Avoid Them - The Simple Dollar
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
CHAMBERLINFINANCIAL.COM
Social Security: By the Numbers
FOXBUSINESS.COM
Dow, S&P, Nasdaq hit record highs
NYTIMES.COM
U.S. Job Market Slowed Further in November: Live Updates
When the rules of the game change, tactics should follow in response to the new landscape.
CHAMBERLINFINANCIAL.COM
Revising Estate Strategy Assumptions
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
CHAMBERLINFINANCIAL.COM
Red Flags for Tax Auditors
When you turn 50, you become eligible to contribute more money to your 401(k) plan. The tax deduction you can claim on these catch-up contributions could save you over $1,000 on your annual tax bill. Here's how to take advantage of #401k catch-up contributions:
MSN.COM
How to Take Advantage of 401(k) Catch-Up Contributions
About 17% of America's restaurants have already permanently closed this year, with thousands more on the brink according to a new report.
The National Restaurant Association is publicly pleading with Congress to pass new stimulus to help the industry that has been damaged by the pandemic. The group said Monday that 10,000 restaurants could close in the next three weeks, in addition to the 110,000 that have already shuttered in 2020.
MSN.COM
10,000 of America's restaurants are expected to close in the next three weeks
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
CHAMBERLINFINANCIAL.COM
When Markets React
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
CHAMBERLINFINANCIAL.COM
Money that Buys Good Health is Never Ill Spent
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
CHAMBERLINFINANCIAL.COM
How the Federal Reserve Works
These are just a few reasons why Investing for Income can be a viable option for hard-working Americans. could help you achieve your goals for retirement.
Having a plan for retirement income is very important. We can help you!
Chamberlin Financial Inc has partnered with a network of attorneys across the country to provide you with access to simple and affordable Will and Trust services. Our solution will help guide you every step of the way to create a secure #EstatePlan to protect you and your loved ones.
The number of Americans filing for jobless aid is again on the rise, as the economy strains going into the holiday season.
Some 885,000 people filed initial unemployment claims in the week ended December 12, the Labor Department said Thursday.
MSN.COM
Jobless claims rise as Congress debates stimulus aid
If you don’t have an #estatestrategy, here’s some reasons why you should.
CHAMBERLINFINANCIAL.COM
Why Everyone Needs an Estate Strategy
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
CHAMBERLINFINANCIAL.COM
Insuring Your Business Against Cyber Liability
For a small business, the loss of a key person could cause financial hardship.
CHAMBERLINFINANCIAL.COM
Protecting Your Business from the Loss of a Key Person
Take an inside look into Simplified Employee Pension plans.
CHAMBERLINFINANCIAL.COM
Is a SEP-IRA Right for Your Business?
How will your investments weather the ups and downs of the business cycle?
CHAMBERLINFINANCIAL.COM
The Business Cycle
A certificate of deposit (CD) is a time deposit account. A bank agrees to pay interest at a certain rate if savers deposit their cash for a set term, or period of time. You could probably get a higher rate with a fixed annuity.
BANKRATE.COM
Current CD Rates for December 2020 | Bankrate
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
CHAMBERLINFINANCIAL.COM
What to Look for in a Long-Term Care Policy
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
CHAMBERLINFINANCIAL.COM
Healthy Body, Healthy Pocketbook
If you’ve ever faced a significant crisis in your life you’ll have experienced the power of purpose to tap reserves of energy, determination, and courage you likely didn’t know you had. Your mission was clear. Your goal was compelling. Your focus was laser-like. Your potential was tapped.
FORBES.COM
Do You Know Your "Why?" 4 Questions To Find Your Purpose
FORBES.COM
Federal Debt A Danger To Business, But Not This Year
When most people think of estate planning, they usually think about wills, trust, and where your money goes after you die, but it involves much more than that. It includes other things of which you might not be aware.
We have partnered with a network of attorneys across the country to provide you with an affordable way to access their services. Each #EstatePlan is customized to your needs and requirements. And each plan is approved by a licensed attorney in your state.
CHAMBERLINFINANCIAL.COM
Do you need a Will or Trust?
The sooner you begin investing, the longer your money can work for you.
CHAMBERLINFINANCIAL.COM
The Cost of Procrastination
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
CHAMBERLINFINANCIAL.COM
Retiring the 4% Rule
What did it take to become the richest man in Babylon?
CHAMBERLINFINANCIAL.COM
The Richest Man in Babylon
As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive. Self-employed Americans, and the people working for them, account for roughly 30...
CHAMBERLINFINANCIAL.COM
Does Main Street Need a Wall Street Strategy?
KIPLINGER.COM
Charitable Tax Deductions: An Additional Reward for the Gift of Giving | Kiplinger
TALLAHASSEE, Fla. — The new year will bring a handful of new laws to the Sunshine State. They include higher penalties for not stopping for school buses, an official end to betting on greyhound races, and a slightly higher minimum wage.
ABCACTIONNEWS.COM
Handful of new Florida laws set to begin in 2021
Many of you who follow the market may be wondering why does the stock market keep going up setting record highs amid a pandemic, shutdowns, and layoffs across the country? Many of the fundamentals just don’t support where the...
CHAMBERLINFINANCIAL.COM
Why is the stock market up so high amid a global pandemic?
Just entering retirement? Here's what you need to know.
CHAMBERLINFINANCIAL.COM
9 Facts About Retirement
You’ll need to weigh several factors before retiring abroad.
CHAMBERLINFINANCIAL.COM
Thinking of Retiring Abroad?
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
CHAMBERLINFINANCIAL.COM
Monthly Market Insights | January 2021
This is interesting
Bloomberg December 28, 2020: All the money created by governments and central banks also raised some hard questions about the true value of currencies. There’s no small number of people who believe foreign-exchange regimes are on the verge of collapsing because of all of the money-printing — not just this year, but since the financial crisis more than a decade ago. This explains much of the stunning rally in Bitcoin and other cryptocurrencies, as well as gold.
When it came to financial markets in 2020, the most frequently asked question was why. Why, in the midst of a global pandemic that has killed some 1.7 million people worldwide and plunged the economy into the worst crisis since the Great Depression, did equity markets stage a historic rebound to reach new highs and become completely disconnected from reality?
BLOOMBERG.COM
Only One Number Mattered to Global Markets in 2020
Every year since 1947, the U.S. President pens an economics textbook.
CHAMBERLINFINANCIAL.COM
Required Reading: The Economic Report of the President
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
CHAMBERLINFINANCIAL.COM
The Financial Literacy Crisis
Use your car for business? Make sure you're on the same page as your insurance carrier. #autoinsurance
CHAMBERLINFINANCIAL.COM
When Does Your Personal Car Become a Commercial Vehicle?
For a small business, the loss of a key person could cause financial hardship.
CHAMBERLINFINANCIAL.COM
Protecting Your Business from the Loss of a Key Person
Take an inside look into Simplified Employee Pension plans.
CHAMBERLINFINANCIAL.COM
Is a SEP-IRA Right for Your Business?
Wells Fargo is still being haunted by its history of ripping off customers. More than four years after the Wells Fargo fake-accounts scandal erupted, the bank reported Friday another $321 million of quarterly losses tied to customer refunds. That brings Wells Fargo's 2020 total for what it calls customer "remediation" to a staggering $2.2 billion.
MSN.COM
Wells Fargo can't seem to escape its troubled past
Here are a few key factors to consider when naming an executor for your estate.
CHAMBERLINFINANCIAL.COM
And the Executor Is
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
CHAMBERLINFINANCIAL.COM
Jane Bond: Infiltrating the Market
Current exchange rates of major world #currencies. Find updated foreign currency values, a currency converter, and info for foreign currency trading. https://www.bloomberg.com/markets/currencies
BLOOMBERG.COM
Currencies
The yuan replaced the US dollar as the most used currency in transactions between Hong Kong and Macau and the nine mainland Chinese cities that together make up the Greater Bay Area development zone, a local branch of the country’s central bank said.
SCMP.COM
China’s yuan replaces US dollar as most used currency in Greater Bay Area
Total holdings of Brent and WTI futures have climbed to the highest level since May. It comes as banks from Goldman Sachs Group Inc. to JPMorgan Chase & Co. see the market’s prospects brightening and some big hedge funds talk of commodities entering a pricing super-cycle.
BLOOMBERG.COM
Investors Flock Back Into Oil for Reflation Trade, Hedging
TC Energy Corp will eliminate more than 1,000 construction jobs in coming weeks and halt work on the Keystone XL oil pipeline after U.S. President Joe Biden revoked the project’s presidential permit, the company said in an email to employees.
REUTERS.COM
TC Energy to cut 1,000 construction jobs, halt Keystone XL work
There are benefits and limitations when using a living trust. #LivingTrust
CHAMBERLINFINANCIAL.COM
A Living Trust Primer
Asian #stocks looked set to slide Thursday as their U.S. peers extended losses in after-hours trading on disappointing earnings from tech giants and concerns about valuations. The dollar jumped the most since September and Treasuries climbed.
BLOOMBERG.COM
Stocks Extend Drop After Worst Rout Since October: Markets Wrap
Dragged down by declines for shares of Walt Disney and Boeing, the Dow Jones Industrial Average is in selloff mode Wednesday morning. The Dow was most recently trading 336 points, or 1.1%, lower, as shares of Walt Disney and Boeing are contributing to the blue-chip gauge's intraday decline.
MARKETWATCH.COM
Dow's 336-point fall led by losses for Walt Disney, Boeing shares
You’ll need to weigh several factors before retiring abroad.
CHAMBERLINFINANCIAL.COM
Thinking of Retiring Abroad?
It can be difficult sometimes to think about the future during times like these. But if you did, how would you #retire in a post-pandemic world?
CHAMBERLINFINANCIAL.COM
Retiring in a Post-Pandemic World
The cost of shipping goods from China to Europe has more than quadrupled in the past eight weeks, hitting record highs as a shortage of empty containers stemming from the pandemic disrupts global trade.
FT.COM
Shipping costs quadruple to record highs on China-Europe ‘bottleneck’
Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:
CHAMBERLINFINANCIAL.COM
Medicare Advantage Plans (Medicare Part C)
Rad Power Bikes just announced a $150 million investment to expand its retail footprint and improve its maintenance and repair services. It’s one of the largest investments in an e-bike company to date and reflects the growing demand for electric-powered transportation.
MSN.COM
Rad Power Bikes raises $150 million to grow its electric bike empire
Marketplace looks at the legal questions arising from market manipulation. More @
MARKETPLACE.ORG
Is it legal to purposely bankrupt a hedge fund?
NPR answers the question: What Exactly is Short Selling? More @
NPR.ORG
So What Is Short Selling? An Explainer
Why is spending principal in retirement is not a good idea? What is reverse dollar-cost averaging? Why should you take into account the effects of inflation on health care costs in your retirement? Spending principal in retirement has...
CHAMBERLINFINANCIAL.COM
Spending Down Principal in Retirement
REUTERS.COM
Soaring valuations, low borrowing costs fuel January fundraising bonanza
We love talking about what millennials know. As a group that’s become the dominant force in the workforce, we applaud their smarts on tech, social media, and even the age-old practice of branding. Yes, millennials might arguably be one of the overall most intelligent generations to come around. However, that’s not to say they still don’t have a lot to learn, especially when it comes to face-to-face communication.
FORBES.COM
Millennials Are Struggling With Face To Face Communication: Here's Why
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
CHAMBERLINFINANCIAL.COM
Estate Management 101
As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?
CHAMBERLINFINANCIAL.COM
Dreaming Up an Active Retirement
Test your estate strategy knowledge with this short quiz.
CHAMBERLINFINANCIAL.COM
Test Your Estate Strategy Knowledge
Already, the frenzy over WallStreetBets and GameStop is beginning to fade. In its wake, financial markets should be reminded that the most enduring retail investing mania over the last few months has focused on bitcoin.
MSN.COM
‘Overconfidence’: Why it’s mostly men under 30 trading bitcoin
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
CHAMBERLINFINANCIAL.COM
Budgeting After a Divorce
(Bloomberg) -- Oil rallied to a 13-month high as freezing weather in Texas disrupted flows from America’s largest shale patch, exposing the fragility of global supplies amid sharp OPEC cutbacks.
MSN.COM
Oil Rallies as Extreme Texas Cold Batters U.S. Energy Markets
FORGE.MEDIUM.COM
A Way to Remind Yourself That You Are More Than Your Job
Here are 4 unexpected locations that make great places to #raise your #family.
CHAMBERLINFINANCIAL.COM
Four Great, Unexpected Places to Raise a Family
How prepared are you for retirement?
CHAMBERLINFINANCIAL.COM
The Pre-Retirement Checklist
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
CHAMBERLINFINANCIAL.COM
A Taxing Story: Capital Gains and Losses
Generate income and rebuild principal. A powerful one-two punch.
CHAMBERLINFINANCIAL.COM
Split Annuity Strategy
REUTERS.COM
World's top 10 hedge fund managers earn $20.1 billion in 2020
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
CHAMBERLINFINANCIAL.COM
Retirement Redefined
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
CHAMBERLINFINANCIAL.COM
“Dirty Dozen” Tax Scams to Watch For
(Bloomberg) -- Gold entered 2021 with lofty expectations on the back of a record high and its biggest annual gain in a decade. Instead, the precious metal is off to its worst start in 30 years.
MSN.COM
Gold Goes From Commodity Leader to Laggard in Shocking Reversal
Can group and private disability policies work together? #DisabilityInsurance
CHAMBERLINFINANCIAL.COM
Can Group, Private Disability Policies Work Together?
The country has a new president, a president whose economic views differ greatly from his predecessor in many ways. What does this mean for you and how will the Biden Presidency impact your retirement? With all of the new changes going on, you may be asking If Investing Should Be Part of Your Retirement Plan.
ETFTRENDS.COM
Biden's Changes to Your Retirement Plan
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
CHAMBERLINFINANCIAL.COM
Monthly Market Insights | March 2021
Stock futures were flat in overnight trading Thursday following a tech-led rout on Wall Street amid a surge in #bondyields.
MSN.COM
Stock futures are flat after a steep sell-off on Wall Street amid surging bond yields
Generate income and rebuild principal. A powerful one-two punch.
CHAMBERLINFINANCIAL.COM
Split Annuity Strategy
Given the current doom and gloom, with the occasional spell of relief, over interest rates rising, does it still make sense to invest in #bonds when saving for or living in retirement?
MSN.COM
Don’t stop investing in bonds
If you died, what would happen to your email archives, social
profiles, and online accounts?
CHAMBERLINFINANCIAL.COM
Safeguard Your Digital Estate
U.S. stocks jumped to an all-time high, powered by a renewed rally in tech shares as Treasury yields showed signs of stabilizing ahead of a $1.9 trillion spending injection from the federal government.
BLOOMBERG.COM
Stocks Surge to Record With Aid Bill Nearing Law: Markets Wrap
Ever wonder about those free credit scores you get once a year? #creditscore #credit
CHAMBERLINFINANCIAL.COM
The Lowdown on Those Free Credit Scores
Whether you file your tax return as soon as possible, skate in just before the April 15 deadline, or request an extension, it's never too early to start preparing for filing your 2020 taxes in 2021. Part of that preparation includes understanding what's changed from last year — and there are plenty of updates and changes taking effect.
#taxlaws
MSN.COM
Top 9 Tax Law Changes for Your 2020 Taxes
When people talk about investing, the phrase "stocks and #bonds" tends to come up a lot. But why exactly should you invest in either of these options? Understanding the basics of investing in bonds is an important part of getting started as an investor and choosing the best investments for yourself.
MSN.COM
Guide to Investment Bonds and Taxes
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
CHAMBERLINFINANCIAL.COM
Are Alternative Investments Right for You?
President Joe Biden’s signature $1.9 trillion Covid-19 relief bill passed the Senate 50-49 on Saturday following a more than 25-hour marathon of amendment votes completed after Democrats settled an intra-party dispute over unemployment aid.
BLOOMBERG.COM
Senate Passes $1.9 Trillion Relief Bill After Marathon Votes
The world is on the verge of a new inflationary wave that could force the Federal Reserve to raise rates earlier than planned, according to the co-chief investment officer of the world’s largest hedge fund. #inflation
BLOOMBERG.COM
Bridgewater Co-CIO Sees Inflation Spiral Forcing Fed Into Action
CHAMBERLINFINANCIAL.COM
Making Your Tax Bracket Work
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
CHAMBERLINFINANCIAL.COM
Estate Management 101
The U.S. Department of Labor's Employee Benefits Security Administration allowed a controversial Trump administration final rule on providing investment advice to retirement plan participants to take effect as scheduled on Feb. 16, surprising those who believed the Biden administration was likely to block the new regulation, which allows advisors to receive payments from mutual funds they recommend. #FiduciaryRule
SHRM.ORG
Biden DOL Allows Investment Advice Fiduciary Rule to Take Effect
Is your retirement portfolio subject to “sequence of returns” danger?
CHAMBERLINFINANCIAL.COM
Retirement Income and the Traditional Portfolio
CNET.COM
$300 bonus unemployment checks: What will change in the new bill? What you should know
A second batch of $1,400 Covid stimulus checks is scheduled to land in people’s bank accounts on Wednesday, March 24.
CNBC.COM
New batch of $1,400 stimulus payments coming Wednesday, IRS says
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
CHAMBERLINFINANCIAL.COM
Lesser Known Provisions of the SECURE Act
WASHINGTON — The Treasury Department and Internal Revenue Service announced today that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021.
IRS.GOV
Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline | Internal Revenue Service
Stephanie Pomboy: Well, I think the Fed is really goading #inflation to come forward and they may end up regretting that. Powell basically reiterated that they're going to stand there and wait to see the whites of inflation's eyes and then wait until it's full-frontal before they think about thinking about doing something about it, which obviously has the 10-year back to 173 or north of that this morning. And obviously, the portents for that are grim for the stock market insofar as the higher interest rates have always precipitated economic or financial crises in the past. https://video.foxbusiness.com/v/6241562606001#sp=show-clips
Macromavens president Stephanie Pomboy tells FOX Business' "Mornings with Maria" that government spending and #inflation pressures may start to cause "major problems" for the U.S. economy and the stock market.
FOXBUSINESS.COM
COVID pandemic took US debt to level that may start 'major problems’: Economic research firm founder
Discover the proven strategies used by the wealthy.
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Could your portfolio benefit from a zero-coupon bond?
CHAMBERLINFINANCIAL.COM
The ABCs of Zero Coupon Bonds
69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:
CHAMBERLINFINANCIAL.COM
How to Conquer the World - 5 Financial Strategies for Savvy Single Women
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
CHAMBERLINFINANCIAL.COM
Value vs. Growth Investing
When doing research on certain subjects these days it can very difficult to get objective truthful information on a subject with so much spin in the media.
CHAMBERLINFINANCIAL.COM
Why the Negative Spin on Annuities in the Media?
The stock market’s recovery from last year’s COVID-driven crash is a testament to the unprecedented level of federal stimulus pumped into the economy over the past twelve months, but few asset classes have benefitted from a rebound in financial markets more than #cryptocurrencies.
MSN.COM
Bitcoin, crypto investors will be watching these 5 questions facing the Biden administration
