Stocks Mixed Amid Uncertainty
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Stocks Mixed Amid Uncertainty
Tech Sector Slip Continues
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Tech Sector Slip Continues
Announcing CS Cares First Charitable Giving Partner- Best Buddies! Best Buddies Massachusetts & Rhode Island
On behalf of CS Cares, Comprehensive Strategies will be donating $750 to help fund the Cape Cod and South Shore Jobs Program. We ask that you consider any donation, large or small, as we can speak first hand to the incredible individuals it will go to benefit.
Donation Link: https://www.bestbuddies.org/mari/cs-cares-donation
Stocks Continue Downward Slide
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Stocks Continue Downward Slide
Stocks Stall as Recovery Continues
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Stocks Stall as Recovery Continues
ANNOUNCING: Comprehensive Strategies' new Charitable Giving Program - CS Cares.
We want to hear from YOU about what local charities you feel passionate about that may need an extra boost during this difficult time. Every six months, we will highlight a charity and feature stories about what their mission means to the community, ways to get more involved as well as make a contribution on behalf of CS Cares.
To submit a charity, please email csinfo@ceteraadvisors.com with a brief message of what that charity means to you and why it should be selected.
Special Update: Quarterly Report
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Special Update: Quarterly Report
Comprehensive Strategies is happy to partner with organizations such as Best Buddies Massachusetts & Rhode Island to help bring communities together and support individuals, like Ashley through their employment journey.
If you know of any potential businesses that may be interested in hiring or would like to get involved in some capacity through volunteering, coaching, etc. please send an email to CSinfo@ceteraadvisors.com.
We will continue to support the Cape Cod and South Shore Jobs Program and we ask that you consider any donation, large or small. (https://www.bestbuddies.org/mari/cs-cares-donation)
Stocks Rise, Stimulus Uncertain
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Stocks Rise, Stimulus Uncertain
45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming election.
Making changes to your portfolio should be driven by sound analysis, not emotional response to a current event. If the election does introduce some new economic ideas, we would review the proposals and prepare for what may come next.
COMPREHENSIVE-STRATEGIES.COM
Election 2020: Managing Your Emotions
A Difficult Week for Stocks
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A Difficult Week for Stocks
No Stimulus, Stocks Lower
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No Stimulus, Stocks Lower
Voter turnout for a U.S. presidential election was the highest in modern history. The latest commentary from @CeteraIM discusses the election uncertainty, potential outcomes, and investment implications. Read more @ https://bit.ly/2Gt4sqp
#economy #markets #stocks #election2020
This Monthly Recap summarizes market performance, major events and news from October 2020. Read more here: https://bit.ly/384tBD7
No Stimulus, Stocks Lag
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No Stimulus, Stocks Lag
Comprehensive Strategies
November 2 at 12:02 PM ·
Join our Food Drive! Starting next week, we will be collecting donations to go to the local food pantries!
The charitable entities and/or fundraising opportunities described here are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
Join our Food Drive! Starting next week, we will be collecting donations to go to the local food pantries!
The charitable entities and/or fundraising opportunities described here are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
Thank you to all those who have served. Honor your favorite servicemember by sharing their photo below.
No time is more critical than the end of the year to make sure you're taking advantage of opportunities to manage your tax burden. That's especially true this year, thanks to the CARES Act. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-nov20
Markets React to Election
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Markets React to Election
The latest commentary from @CeteraIM discusses Joe #Biden being declared #President and potential implications from a divided government. Click here to read more: https://bit.ly/3lfQjMa
#economy #markets #stocks #election2020
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
Is tax-loss harvesting for you? There’s a lot to consider. Contact our office if you’d like to discuss.
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
Between the main courses of travel, food, and shopping, Thanksgiving holds special significance in the U.S. economy. Find out more by grabbing a fresh slice of the latest commentary from Cetera Investment Management: https://bit.ly/35ycKXD
Vaccine Triggers Rally
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Vaccine Triggers Rally
The charitable entities and/or fundraising opportunities described here are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
No matter what you plan to spend this holiday season, time spent planning ahead is time well spent.
Wishing you and your family a happy, healthy and safe Thanksgiving holiday surrounded by your loved ones.
New Infections Increase Anxiety
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New Infections Increase Anxiety
It's a good time to address year-end goals as they relate to tax planning, holiday savings, and investments. Planning now enables you to implement any strategies, such as maximizing contributions to retirement plans or setting savings aside for the holidays. Let's discuss!
Online security is important, and cyber threats can be more frequent around the holidays. This time of year, be on guard for cyber criminals.
This Monthly Recap summarizes market performance, major events and news from November 2020. Read more here: https://bit.ly/3odtlXd
Every year, we look forward to connecting with all of you during our annual Holiday Party. Given the growing concerns around COVID-19, we’ve made the difficult decision to cancel the party this year. Your health and safety is our top priority and we want to take every necessary precaution to help stop the spread of COVID-19.
From all of us here at Comprehensive Strategies, we wish you a happy and safe Holiday season!
Dow Hits 30,000
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Dow Hits 30,000
The latest issue of Retire Wise covers 3 tax-smart ways to help family members in need pay for college and provides helpful information to avoid phony COVID-19 contact tracer scams. Read more here: https://bit.ly/retirewise-dec20
Is Stimulus Near?
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Is Stimulus Near?
Just as a reminder, the CS Toys for Tots Toy Drive is still happening! We will be collecting unwrapped toys through mid-December. Thank you to those who have already dropped off items, we are so grateful for everyone's support. Happy Holidays!
The charitable entities and/or fundraising opportunities described here are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
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
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Cases Rise, Stocks Retreat
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Cases Rise, Stocks Retreat
Thank you to everyone that has generously donated to support the Cape Cod Best Buddies Jobs Program! With your help, we have raised nearly $1,200 this Fall, to benefit people with intellectual and developmental disabilities. It will go towards helping them secure competitive employment locally.
If you would like to contribute, we will keep the contribution link open through the end of the year!
https://www.bestbuddies.org/mari/cs-cares-donation
The charitable entities and/or fundraising opportunities described here are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
For all those celebrating, wishing you and your family all the best!
Vaccine Rollout Spurs Markets
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Vaccine Rollout Spurs Markets
If you or someone you know is new to investing, and/or looking to learn more about basic financial literacy, please have them sign up by sending their email address to CSinfo@ceteraadvisors.com.
Every month an email will be sent covering topics ranging from Investment 101, Buying vs. Leasing, Retirement Planning, and more!
Sharpen your pencils, it's time for @ceteraIM's 2021 #Outlook! The #economy will be going off to college and won't be getting as much financial support in 2021. Read the full 2021 Market Outlook here: https://bit.ly/2KAGVpe
The latest issue of Financial Watch reviews 5 of the most important financial lessons learned this year, and actions you can take as you plan for the new year. Read more: https://bit.ly/financialwatch-dec2020
Thank you to all of you who generously donated to the Toys for Tots Toy Drive! With all of your help, we were able to donate close to 100 gifts to children in need this holiday season.
And a special thanks to George Challis of the U.S. Marine Reserves for helping us deliver all of these toys! 🧸🎄🎅🏼
The end of the year is a great time to review your financial strategy. If you experienced a change in any of these areas, it may be a good time for us to discuss in more detail, as you prepare for the new year: https://bit.ly/3mWLV59
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire?
THEBALANCE.COM
Can You Get By on the Average Retirement Income?
Welcome to our Building Blocks series!
If you or anyone you know is new to the investing world and is looking for more information to better understand the basics for a successful financial future, please send your email address to CSinfo@ceteraadvisors.com to get started!
COMPREHENSIVE-STRATEGIES.COM
The Five Basics of Financial Literacy
Want to improve your financial health in 2021? Start saving for large purchases now. Set up automatic transfers from your checking to your savings account to make saving easier.
#financialhealth #finance #planning #financialplanning #financialtips
#Markets have had an impressive run since March 2020 lows. Rising headwinds could cause a correction. Planning ahead and being prepared is important. Check out the latest commentary from Cetera Investment Management: https://bit.ly/2MyxM1n
#economy #stockmarket #correction
We are pleased to announce our 2nd CS Cares Charitable Giving Partner as Dana Farber | The Jimmy Fund!
We have chosen to support Dana Farber | The Jimmy Fund in honor of Jeff Hayes, the son of our beloved employee Susan. As many of you know, Dana-Farber | The Jimmy Fund have made a huge impact on the Hayes family and so many others. We are happy to be able to support and feature them for the next few months as a CS Cares Charitable Giving Partner.
The charitable entities and/or fundraising opportunities described here are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.
#MortgageRates are around record lows. Is it time for you to #refinance your #HomeLoan? The decision is not a simple slam dunk. Here are three questions to ask yourself first.
MARKETWATCH.COM
Should I refinance my mortgage? Here’s how to decide
It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21
There's no specific age when you need to retire. Instead of letting your age determine when you stop working, also consider how much you have in your retirement savings account before you start planning your retirement party.
#retirement #retirementplanning #financialplanning
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire?
THEBALANCE.COM
Can You Get By on the Average Retirement Income?
Welcome to our Building Blocks series!
If you or anyone you know is new to the investing world and is looking for more information to better understand the basics for a successful financial future, please send your email address to CSinfo@ceteraadvisors.com to get started!
COMPREHENSIVE-STRATEGIES.COM
The Five Basics of Financial Literacy
Want to improve your financial health in 2021? Start saving for large purchases now. Set up automatic transfers from your checking to your savings account to make saving easier.
#financialhealth #finance #planning #financialplanning #financialtips
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
#MortgageRates are around record lows. Is it time for you to #refinance your #HomeLoan? The decision is not a simple slam dunk. Here are three questions to ask yourself first.
MARKETWATCH.COM
Should I refinance my mortgage? Here’s how to decide
It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21
There's no specific age when you need to retire. Instead of letting your age determine when you stop working, also consider how much you have in your retirement savings account before you start planning your retirement party.
#retirement #retirementplanning #financialplanning
Everyone envisions something a little different for their #retirement. One thing we all probably have in common, though, is the desire for #FinancialSecurity after spending decades in the workforce. But how do you know if you’ll have enough to #retire?
THEBALANCE.COM
Can You Get By on the Average Retirement Income?
The latest issue of Financial Watch recommends 4 steps for strengthening your financial safety net in the new year. Read more: http://bit.ly/financialwatch-jan2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
COMPREHENSIVE-STRATEGIES.COM
Rebalancing Your Portfolio
#MortgageRates are around record lows. Is it time for you to #refinance your #HomeLoan? The decision is not a simple slam dunk. Here are three questions to ask yourself first.
MARKETWATCH.COM
Should I refinance my mortgage? Here’s how to decide
It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21
There's no specific age when you need to retire. Instead of letting your age determine when you stop working, also consider how much you have in your retirement savings account before you start planning your retirement party.
#retirement #retirementplanning #financialplanning
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4
#valatility #markets #stocks
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
The latest commentary from @CeteraIM discusses the first FOMC meeting of 2021. Expect a discussion around #economy, fiscal #stimulus, and monetary policy. Click here to read more: https://bit.ly/2Yb7Qve
#Fed #markets #stocks
If you don't have one already, set up and maintain an emergency fund. This nest egg will give you confidence when times are tough or you have a financial emergency.
#financialhealth #finance #planning #financialplanning #financialtips
The latest issue of Financial Watch recommends 4 steps for strengthening your financial safety net in the new year. Read more: http://bit.ly/financialwatch-jan2021
This Monthly Recap summarizes market performance, major events and news from January 2021. Read more here: https://bit.ly/3cu7A2H
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Weekly Recap | January 25, 2021
U.S. equities continue to experience a roller-coaster ride on concerns of speculative trading by retail investors. Cetera Investment Management believes this concern, which could trigger de-risking by hedge funds as they are forced to...
COMPREHENSIVE-STRATEGIES.COM
Speculative Trading is Only One Reason Why Market Volatility is High
The latest commentary from @CeteraIM discusses the recent market volatility due to increased speculative trading by retail investors. Click here to ready more: https://bit.ly/2NNgkH4
#valatility #markets #stocks
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
COMPREHENSIVE-STRATEGIES.COM
The Average American Budget
The latest commentary from @CeteraIM discusses the first FOMC meeting of 2021. Expect a discussion around #economy, fiscal #stimulus, and monetary policy. Click here to read more: https://bit.ly/2Yb7Qve
#Fed #markets #stocks
After all the market changes that happened in 2020, it may be time to rebalance and do some necessary reallocating to your portfolio to keep it within your desired risk threshold.
#investment #market #financialtips
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
COMPREHENSIVE-STRATEGIES.COM
Monthly Recap | January 2021
Monthly Recap Market Indices At-A-Glance The S&P 500 ended the month with the largest weekly loss since late October. All three major equity indices fell in excess of 3.2% during the last week in January.The Dow Industrials shed...
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Monthly Recap | January 2021
Happy Super Bowl Sunday!! Who are you rooting for today?
Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....
COMPREHENSIVE-STRATEGIES.COM
Weekly Market Insights: Fed Chair Says No Change For Now
After all the market changes that happened in 2020, it may be time to rebalance and do some necessary reallocating to your portfolio to keep it within your desired risk threshold.
#investment #market #financialtips
RMDs are back. What's your strategy? Read more here: http://bit.ly/retirewise-feb21
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
COMPREHENSIVE-STRATEGIES.COM
Weekly Recap | February 22, 2021
Is the economy primed for a recovery? Find out in the latest commentary from @CeteraIM. Read more: https://bit.ly/3qDFUfY
It's National Love Your Pet Day! Time for a little pet pampering. Send us your favorite photo's of your furry friend! #LoveYourPetDay
Is the economy primed for a recovery? Find out in the latest commentary from @CeteraIM. Read more: https://bit.ly/3qDFUfY
You need to know 8 things before you file your 2020 tax return. Read more: http://bit.ly/financialwatch-feb21
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3b5tqZh
Know your options for reducing your taxes in retirement. With tax reduction strategies specific to those who are retired, you could be spending too much on your taxes come April 15th.
#taxes #taxstrategy #retirement #retirementplanning #financialplanning
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
COMPREHENSIVE-STRATEGIES.COM
Weekly Recap | February 22, 2021
Is the economy primed for a recovery? Find out in the latest commentary from @CeteraIM. Read more: https://bit.ly/3qDFUfY
It's National Love Your Pet Day! Time for a little pet pampering. Send us your favorite photo's of your furry friend! #LoveYourPetDay
Our staff is truly one of a kind. Thank you to our entire team for your hard work and determination. Happy Employee Appreciation Day!
This Monthly Recap summarizes market performance, major events and news from February 2021. Read more here: https://bit.ly/3bTglkT
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3b5tqZh
Know your options for reducing your taxes in retirement. With tax reduction strategies specific to those who are retired, you could be spending too much on your taxes come April 15th.
#taxes #taxstrategy #retirement #retirementplanning #financialplanning
Check out the latest commentary from @CeteraIM which discusses the reasons for the most recent technology stock selloff: https://bit.ly/3dNCHH4
#economy #markets #stocks #techstocks
COMPREHENSIVE-STRATEGIES.COM
Weekly Recap | February 22, 2021
Yahoo! Finance looks at affordable locations for destination retirement. More @
FINANCE.YAHOO.COM
Worst Places to Spend Your Golden Years -- And Where to Retire Instead
Ever heard of a Roth 401(k)? Would one be right for you?
COMPREHENSIVE-STRATEGIES.COM
What Is a Roth 401(k)?
What if you haven't saved enough? Check out 3 ways to boost cash reserves in retirement. Read more here: http://bit.ly/retirewise-mar21
If your employer sets up a 401k for you, jump at the chance to start saving and take advantage of any matching contributions through your company. Not using your 401k and matching options is like leaving free money on the table.
#retirementplans #investment #financialhealth
Weekly Recap February 22-26, 2021 RecapStocks Retreat as Treasury Yields JumpTechnology Stocks Lead Sell-OffAll major stock market indices retreated last week. Bond investors are starting to get anxious about the prospects of future...
COMPREHENSIVE-STRATEGIES.COM
Weekly Recap | March 1, 2021
Our staff is truly one of a kind. Thank you to our entire team for your hard work and determination. Happy Employee Appreciation Day!
How will you avoid these 5 common retirement planning pitfalls? Read more: http://bit.ly/financialwatch-mar21
Wishing you a bit of luck and good fortune today.
Weekly Recap March 8-12, 2021 RecapDow, S&P 500 Finish at Record HighsRotation to Value ContinuesU.S. stocks broadly rallied last week with gains driving the Dow Industrials and S&P 500 to fresh all-time highs, while the...
COMPREHENSIVE-STRATEGIES.COM
Weekly Recap | March 15, 2021
Yahoo! Finance looks at affordable locations for destination retirement. More @
FINANCE.YAHOO.COM
Worst Places to Spend Your Golden Years -- And Where to Retire Instead
Ever heard of a Roth 401(k)? Would one be right for you?
COMPREHENSIVE-STRATEGIES.COM
What Is a Roth 401(k)?
What if you haven't saved enough? Check out 3 ways to boost cash reserves in retirement. Read more here: http://bit.ly/retirewise-mar21
Much of your life you spent working and saving to ensure a financially sound future. Follow these tips in retirement to make sure your nest egg lasts: stay on a budget, downsize your home, vacation for less, and maintain a healthy lifestyle.
#savings #retirement
More #stimulus checks as economies reopen could provide a tailwind for the Q2 #economy. But does #inflation loom? Read more from @ceteraIM's #Outlook here: https://bit.ly/3tHTVKS
#Bonds #Stocks
How will you avoid these 5 common retirement planning pitfalls? Read more: http://bit.ly/financialwatch-mar21
Wishing you a bit of luck and good fortune today.
Weekly Recap March 8-12, 2021 RecapDow, S&P 500 Finish at Record HighsRotation to Value ContinuesU.S. stocks broadly rallied last week with gains driving the Dow Industrials and S&P 500 to fresh all-time highs, while the...
COMPREHENSIVE-STRATEGIES.COM
Weekly Recap | March 15, 2021
