PROBATE STINKS: HOW TRUSTS CAN HELP YOUR FAMILY AVOID IT, BUT DON’T FORGET TO RE-TITLE…
Written by Brett M. Detterbeck, CFA, CFP®, AIF®
https://www.dwmgmt.com/blog/probate-stinks-how-trusts-can-help-your-family-avoid-it-but-dont-forget
WHAT YOU NEED TO KNOW ABOUT THE SOCIAL SECURITY PAYROLL TAX DEFERRAL PROGRAM
Written by Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/what-you-need-to-know-about-the-social-security-payroll-tax-deferral-progra
7 PERSONAL FINANCE LESSONS FROM BENJAMIN FRANKLIN
Written by: Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/7-personal-finance-lessons-from-benjamin-franklin
STATE-MANDATED RETIREMENT OPTIONS: A LOOK INTO ILLINOIS’S SECURE CHOICE PROGRAM
Written by: Jake J.J. Rickord, AWMA®
https://www.dwmgmt.com/blog/state-mandated-retirement-options-a-look-into-illinoiss-secure-choice-pro
COULD ESTATE TAXES BE IN YOUR FUTURE?
Written by Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/could-estate-taxes-be-in-your-future
GIVE ME SOME CREDIT!
Written by Penn Boatwright
https://www.dwmgmt.com/blog/give-me-some-credit
DWM 3Q20 MARKET COMMENTARY
Written by: Brett M. Detterbeck, CFA, CFP®, AIF®
https://www.dwmgmt.com/blog/dwm-3q20-market-commentary
THE RISE OF THE 2020 DAY TRADER: INDIVIDUAL INVESTING & THE RISKS WITHIN…
Written by: Grant Maddox, CFP®, AWMA®
https://www.dwmgmt.com/blog/the-rise-of-the-2020-day-trader-individual-investing-the-risks-within
ARE YOU WONDERFUL TO WORK WITH?
Written By: Penn Boatwright
https://www.dwmgmt.com/blog/are-you-wonderful-to-work-with
THE 2020 ELECTION AND THE MARKETS-YOU NEED TO VOTE!
Written by: Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/the-2020-election-and-the-markets-you-need-to-vote
THE LONG-TERM IMPACT OF COVID-19 ON RETIREMENT AND AGING
Written by: Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/the-long-term-impact-of-covid-19-on-retirement-and-aging
DWMGMT.COM
The Long-Term Impact of COVID-19 on Retirement and Aging
Well, an anxiety-filled election week has come and gone, but many questions remain. Schwab just released a very good piece answering some of the most frequently asked questions that they and we at DWM are both hearing:
https://www.schwabfunds.com/content/election-implication-faqs?mkt_tok=eyJpIjoiTm1VeU5UZ3pOR0ZrTldReCIsInQiOiJPeU1rY0Nmd3RZTEJtWmlDcWU1NVhXTXVQeFlQdUVGOUxsczNLTkdOV3RINXhtWUV0M0tvcHpseU55WDR1U3lpMHQwQzJDcERkbXF6YXowbTZJM0FOYW1aZnZ6R3hsWHEyUzlZMWM1NmxXdmpXU1g5ZmtDTVVFWXFSTVwvUW5KVDUifQ%3D%3D
In summary, while there remains a lot of uncertainties and challenges in the short-term, our path to a return to normalcy is so much clearer now in big part given the recent surprisingly positive news on vaccines: https://www.cnbc.com/2020/11/09/covid-vaccine-pfizer-drug-is-more-than-90percent-effective-in-preventing-infection.html
We urge investors to stay the course and don’t let emotions drive your investment actions. It’s only a matter of weeks until we’ll have 2020 in our rearview mirror. Cheers to that!
SCHWABFUNDS.COM
Election Results and Market Impact: FAQs
PANDEMIC SPREADS ITS ROOTS: COLLEGE COSTS CUT
Written by: Jake J.J. Rickord, AWMA®
https://www.dwmgmt.com/blog/pandemic-spreads-its-roots-college-costs-cut
HOUSE COMES COMPLETE WITH YEAR-ROUND SKELETON!
Written by: Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/house-comes-complete-with-year-round-skeleton
IS IT TIME FOR THE GAME TO STOP?
Written by: Grant Maddox, CFP®, AWMA®
https://www.dwmgmt.com/blog/is-it-time-for-the-game-to-stop
THE BIDEN TAX POLICY IS COMING- PLAN NOW!!
Written by: Lester Detterbeck, CPA/PFS, MBA, CFP®, CFA, AIF®
https://www.dwmgmt.com/blog/the-biden-tax-policy-is-coming-plan-now
4Q20 & YEAR-END MARKET COMMENTARY
Written by: Brett M. Detterbeck, CFA, CFP®, AIF®
https://www.dwmgmt.com/blog/4q20-market-commentary
