J. Andy Ingram - Capital Investment Companies

(on jefferson)
Financial and Investment Services in Roanoke, VA
Financial and Investment Services
Financial Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

505 S. Jefferson St.
Roanoke, VA
24011

About

My overall objective is to become a lifetime resource for my clients. My focus is two-fold:
1). Private Wealth Management for Individuals, Businesses and their Families and
2). 401(k) / ERISA / Qualified Plan Consulting, Education and Training.
My Private Wealth Management arm embodies "holistic governance”. Financial conversations are approached much like a Counselor. Listening carefully to you, asking thought provoking questions that build a full understanding of your present position, and helping you determine courses of actions to realize core objectives that are important to you and your family or business. My back office staff and I work with High Net Worth Individuals, Business Owners, and Foundations to guide them with their specific objectives, including ongoing Global Portfolio Selection, overall Wealth Management, Retirement Income & Distribution Planning, Business Succession Planning and Risk Management.
As a 401(k) Consultant my focus is on helping businesses implement 401(k) Industry Best Practices, working within the structure of the 401(k) plan to provide not only ongoing plan advice and regular, systematic overview of all aspects of the plan structure from head-to-toe, but also offering individualized advice and assistance to 401(k) plan participants. In addition, through Capital Investment Advisory Services, I also offer 3(38) Fiduciary Guidance to plans, which is one of the highest levels of retirement plan oversight available. Further, I have a team in place that is at the forefront of ERISA, DOL/IRS Compliance. We have the blueprint, handed directly to us from the DOL to guide and reform your plan to be ready for that eventual audit. Our process enlightens, educates and reforms your plan to the Industry Best Practices in order to reduce the burdens on Business Owners and HR professionals. We will be your last call.

Photos

J. Andy Ingram - Capital Investment Companies Photo J. Andy Ingram - Capital Investment Companies Photo

Services

  • Retirement Planning
  • College Planning
  • Investment Services

Latest

Appointing someone to manage your finances in an emergency can be a smart move for anyone with an income or assets. NOLO.COM Financial Powers of Attorney: Do You Need One?
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Equity Markets were mostly down for the 4th week in a row, with the only exception being the tech heavy NASDAQ. Stock Funds Gushed withdrawals for the 3rd worst figure on record. Short Interest in the S&P hit record levels not seen in 10 years - WHY?? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Life insurance can potentially protect and even increase generational wealth in ways many people don't know about. ANDYINGRAM.MYHOMEHQ.BIZ How does life insurance fit into your plans?
Fiduciaries failed to use lower fee share classes for funds offered in the 401(k) plan. “There is no good-faith explanation for utilizing high-cost share classes when lower-cost share classes are available for the exact same investment,” #erisa #flatfee #401kplan PLANADVISER.COM MGM Resorts 401(k) Joins List of Excessive Fee Lawsuit Targets | PLANADVISER
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LIFESTYLE & RETIREMENT PLANNING OFFER 50% OFF SETUP FEE 52% of Americans realized they needed financial help as a result of the Pandemic. Choose Andy and his Team at Capital Investment Companies! Focused on you, for your Lifestyle and Retirement Planning objectives up to and throughout Retirement. Mention this Video and get 50% off Set-up Fee (Initial Consult is FREE) ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
The twice-monthly newsletter discusses everyday finance topics. ANDYINGRAM.MYHOMEHQ.BIZ Finance News and More
Are no-contact payment systems really safe? Here's what to know. CONSUMERREPORTS.ORG The Many Ways to Make Contactless Payments
October starts off on a positive note. Except for Energy, which was the lone loser last week. Housing figures stay on fire while volatility spikes. Is the Federal Reserve forcing investors hands? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
52% of Americans realized they needed financial help as a result of the Pandemic. Choose Andy and his Team at Capital Investment Companies! Focused on you, for your Lifestyle and Retirement Planning objectives up to and throughout Retirement. https://posts.gle/8Gvbi SEARCH.GOOGLE.COM J. Andy Ingram - Capital Investment Companies on Google
“Fiduciaries should not choose otherwise imprudent investments specifically to take advantage of revenue sharing.” #retirementplanning #erisa #401kplan Contact my Offices to analyze your Plan using the ONLY Patented Analyzation tool and get an Independent, Un-conflicted report. PLANADVISER.COM Insurance Services Office Faces ERISA Litigation | PLANADVISER
You've probably heard dozens of warnings about phishing scams and other fraud tactics, but the financial losses due to fraudsters have only been growing lately. Stay vigilant with these helpful tips. CNBC.COM Don't fall prey to these 4 common bank scams
Markets rose across the board last week with the Small Cap Russell 2000 leading the way despite a Presidential case of Covid-19. Utilities are bucking traditional movements while E-commerce continues to blaze forward. But Amazon is doing what?1? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Divorce happens. Here are a few areas of life that may be impacted when a marriage ends. ANDYINGRAM.MYHOMEHQ.BIZ Finances & Divorce: What to Know
"The financial system is now vastly more efficient, liquid and transparent. A broad consensus exists around the benefits of low-cost, diversified index funds for most retail investors. It’s time to reform 401(k)s, cut out intermediaries and take the burden off of employers, so that workers can enjoy every penny of their hard-earned savings." My Team has been implementing these practices for the better part of decade. Call us. We can help. FA-MAG.COM 401(k) Fees Are Eating Clients' Retirement Savings
Starting a new job (or know someone who is)? Make sure you cover these basics when reviewing and selecting benefits. USATODAY.COM Just got a job offer? Be smart about your new benefit choices like health coverage, 401(k) savings levels
"With U.S. Election 2020 Upon Us, Where Is an Investor to Go?” PLANADVISER.COM Further Stimulus Said to Be Already Priced into the Markets | PLANADVISER
Unemployment Figures ruled the week end movements as Volatility returned. "Small Business Optimism came in higher than expected but so did the uncertainty index." Keep your eyes on Energy - not yet. Macro rotations into other World equities continue their pace and EM could catch a bid if USD continues its slide. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
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There could be many ways to try stretching your funds during retirement. A recent podcast offers a few things to think about. NEXTAVENUE.ORG How to Spend Less in Retirement: Fewer Lattes or The Big Cut?
NOT MUCH CHANGE. NAPA-NET.ORG IRS Announces 2021 Contribution, Benefit Limits
"In the absence of estate planning, things can get messy, and family members often turn to infighting over assets and inheritances." This is more common than you might think, as I experience the conversations on one side or the other often. Contact me if you need access to an Estate Planner. THEWEALTHADVISOR.COM Chadwick Boseman Died Without A Will: 3 Reasons Why Estate Planning Is Important Even Without A Lot Of Wealth
Domestic Markets were mostly down last week with Technology leading the way. The US Housing Market remains on Fire while unemployment claims figures came in below expectations. Treasuries rise across the board perhaps signaling inflation on the horizon? Could we see a Commodities Bull Market soon?? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Whether you're saving more or less these days, it's important to review your plans and goals. ANDYINGRAM.MYHOMEHQ.BIZ Has your situation changed?
Keep in touch by subscribing to the twice-monthly newsletter. ANDYINGRAM.MYHOMEHQ.BIZ Finance News and Updates
World Equities took a hit on European lock-ins and US Stimulus lockup. Energy suffering in this environment notably as Zoom Media is now larger than industry icon Exxon!! Utilities outperformed while Big Tech deflated a bit. Unemployment figures better than expected again. GO VOTE!! ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
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Do you have questions about business expense deductions? The IRS has issued new guidance: IRS.GOV IRS issues final regulations on the deduction for meals and entertainment | Internal Revenue Service
Closing a business is rarely simple. Here are a few considerations to keep in mind. CNBC.COM Thinking of closing your business? Avoid these last-minute tax surprises
The estate and gift tax exemption is $11.7 million per individual, up from $11.58 million in 2020. That means an individual could leave $11.7 million to heirs and pay no federal estate or gift tax, while a married couple could shield $23.4 million. FORBES.COM IRS Announces Higher Estate And Gift Tax Limits For 2021
These financial losses don't have to happen. Here's what to watch out for. AARP.ORG Romance Scams Top List of Costly Scams for Older Adults
Both Roth 401(k)s and Roth IRAs offer the ability to make after-tax contributions now in exchange for tax-free earnings down the road if the rules are followed. However, there are some important differences between the two retirement accounts that you will want to understand. #roth401k #rothIRA #retirement LINKEDIN.COM 6 WAYS THAT ROTH IRAS AND ROTH 401(K)S ARE DIFFERENT
Equities Surged in a best since 1932 Election. Uncertainty faded and investors responded by removing hedges. All S&P Sub sectors were massively higher last week except Energy. Overshadowed FED announcement came in as expected - unchanged. But, "however long it takes", was remarked on Stimulus! OTBD.IT otbd.it
From timing to taxes, get to know your options. ANDYINGRAM.MYHOMEHQ.BIZ Considering Your Social Security Options
The twice-monthly newsletter discusses timely financial topics. Are you on the list? ANDYINGRAM.MYHOMEHQ.BIZ News and Insights
There's a lot to think about when it comes to claiming Social Security. Reach out if you ever have any questions. NEXTAVENUE.ORG 301 Moved Permanently
Here's what some legal experts suggest when it comes to estate planning. Do you want to discuss what's right for you? Reach out anytime. NATLAWREVIEW.COM Top Ten Estate Planning Recommendations before the End of 2020
Hopes for a near-term vaccine breakthrough rocketed "value" while the Energy sector popped along with travel related equities. Short covering? Perhaps. Sunday was a HUGE day for Asia Pacific Nations. Why? read on --> its a big deal. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
"Most Americans just can’t wait to start claiming Social Security—even if it means giving up nearly $100,000 over the rest of their lifetime by waiting until a more optimum age." Nearly 35% of men and nearly 40% of women take benefits at that earliest possible age of eligibility. Separately, only 4% wait to claim until age 70!! #socialsecurity #retirementsavings #retirementplanning 401KSPECIALISTMAG.COM Most People Claim Social Security at Age… - 401K Specialist
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Want to see how Social Security benefits in the U.S. compare to other countries? Wondering about overall trends? Take a look. CBPP.ORG Policy Basics: Top Ten Facts about Social Security
WISHING YOU ALL HAVE A HAPPY AND HEALTHY THANKSGIVING!
Learn more about making sure your estate plan works the way you want it to. NEXTAVENUE.ORG You Have an Estate Plan. Will It Work?
Tempered appetite by investors on Vaccine News while Virus cases surge. Equities markets were mixed as the "re-opening trade" paused a bit but still looking towards 2021. Volatility has drifted back down. Will it last? Stimulus priced in already? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Do you have these essential documents organized and up to date? Here's what to know. ANDYINGRAM.MYHOMEHQ.BIZ 4 Types of Legal Documents to Prepare
The twice-monthly newsletter brings news and helpful information to your inbox. Stay informed and sign up today. ANDYINGRAM.MYHOMEHQ.BIZ Finance Insights
The IRS has released new information for taxpayers about standard deduction amounts, marginal rates and more. Take a look. IRS.GOV IRS provides tax inflation adjustments for tax year 2021 | Internal Revenue Service
Two new audit reports released this month by the SSA’s Office of the Inspector General found that two groups of beneficiaries — older workers who claimed Social Security benefits before reaching their full retirement age, or FRA, and surviving spouses subject to Social Security benefit offsets due to their government pensions — could collectively be missing out on millions of dollars. INVESTMENTNEWS.COM Social Security shortchanged some older workers, survivors - InvestmentNews
Records highs on the positive vaccine news, Biden's - Janet Yellen announcement and the beginnings of the transition in the White House. The Rotation to under-performers continued as Major Indices hit record highs. Keep an eye on the VIX level as it could signal a nice "Santa Rally" into the new year!! ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
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The Securing a Strong Retirement Act of 2020 would affect RMD rules and student loan borrowers. CNBC.COM New retirement bill has perks for seniors, student loan borrowers
US Equities Indices hit record marks again last week. The Equal weighted indices have outperformed the cap-weighted. This is a theme we have been focused on. Impressive holiday sales data, Covid-19 vaccine optimism, & renewed fiscal stimulus prospects seemed to help the markets rise. Keep an eye on the 20 level on the Vix.....and INFLATION?!? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
It’s easy to set up a SEP IRA and make contributions. The maximum contribution can be calculated when that year’s tax return is prepared and the contribution needs to be made prior to the tax filing deadlines, including extensions. That means a SEP IRA can be opened and funded after year-end. Call me at 540-765-2750 to discuss your options. INVESTMENTNEWS.COM Retirement savings for the suddenly self-employed - InvestmentNews
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Equity Markets stalled as selling picked up on failed stimulus attempts in Congress. Small Caps did have a positive week though. According to virtually every investor sentiment indicator, the Bull is in position and could advance further. Remember the comments from previous D&D's? Watch that VIX. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
The twice-monthly newsletter brings helpful finance news and information to your inbox. ANDYINGRAM.MYHOMEHQ.BIZ Updates and Insights
US Equities Indices hit record marks again last week. The Equal weighted indices have outperformed the cap-weighted. This is a theme we have been focused on. Impressive holiday sales data, Covid-19 vaccine optimism, & renewed fiscal stimulus prospects seemed to help the markets rise. Keep an eye on the 20 level on the Vix.....and INFLATION?!? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
It’s easy to set up a SEP IRA and make contributions. The maximum contribution can be calculated when that year’s tax return is prepared and the contribution needs to be made prior to the tax filing deadlines, including extensions. That means a SEP IRA can be opened and funded after year-end. Call me at 540-765-2750 to discuss your options. INVESTMENTNEWS.COM Retirement savings for the suddenly self-employed - InvestmentNews
How much can you really benefit from an employer 401(k) match? Find out: CNBC.COM Here's how much your company's 401(k) match could be worth in retirement
The IRS has outlined a few security tips to keep in mind during the holidays as well as 2021 tax season. IRS.GOV National Tax Security Awareness Week opens with warnings to all taxpayers and tax professionals as holidays, 2021 tax season approach | Internal Revenue Service
From annual strategies to unique situations brought on from the coronavirus pandemic, here are some approaches that may help minimize your tax bite, or at least help you be better prepared come April 15. CNBC.COM Year-end tax moves aren’t just for the wealthy. These strategies can help lower your bill
Equity Markets stalled as selling picked up on failed stimulus attempts in Congress. Small Caps did have a positive week though. According to virtually every investor sentiment indicator, the Bull is in position and could advance further. Remember the comments from previous D&D's? Watch that VIX. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
The twice-monthly newsletter brings helpful finance news and information to your inbox. ANDYINGRAM.MYHOMEHQ.BIZ Updates and Insights
US Equities Indices hit record marks again last week. The Equal weighted indices have outperformed the cap-weighted. This is a theme we have been focused on. Impressive holiday sales data, Covid-19 vaccine optimism, & renewed fiscal stimulus prospects seemed to help the markets rise. Keep an eye on the 20 level on the Vix.....and INFLATION?!? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Joyous is the Season, but nothing compares to the feeling of seeing the ones you hold dear light up with delight from the love left in the midst of Christmas night!
Merry Christmas and Happy Holidays to all of YOU!! Happy, Merry, Jolly Everyone!!
The twice-monthly newsletter brings helpful information to your inbox. ANDYINGRAM.MYHOMEHQ.BIZ Finance Insights and Updates
Do you want to support businesses who take good care of their employees? Here are a few that have boosted pay and benefits in 2020. FINANCE.YAHOO.COM These major retailers are spending millions of dollars to show employees appreciation
“2020 has been an incredibly busy year for the residency and citizenship by investment sector and we’ve seen some significant uplifts in demand across a number of programs for a variety of reasons.” WEALTHMANAGEMENT.COM Twenty-Five Passports HNW Clients Are Hoping to Find Under the Tree
The US Dollar is on pace for its worst 4th Q in 17 years. This buoyed Emergent Markets and helped push the US Indices to record highs this past week. Santa Powell delivered very clear guidance adding fuel to the surge while Congress managed to stitch together another $900 Billion. Relative yield favors equities over bonds? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Here are a few guidelines for naming a qualified trustee. FEDWEEK.COM Making Sure Your Trustee is Trustworthy
WE. MADE. IT !!! HNY!
CHEERS! To Happiness, Health & Wealth!!
Watch out for these common missteps, including lifestyle creep and inconsistent budgeting. ANDYINGRAM.MYHOMEHQ.BIZ 5 Financial Mistakes Even Wealthy People Make
Joyous is the Season, but nothing compares to the feeling of seeing the ones you hold dear light up with delight from the love left in the midst of Christmas night!
Merry Christmas and Happy Holidays to all of YOU!! Happy, Merry, Jolly Everyone!!
Here's some information remote workers may want to keep on their radar. CNBC.COM Working remotely from different states? You could face additional state taxes next year
Best decision I have made professionally!! Capital Investment Companies January 4 at 5:48 PM · It’s our anniversary! Happy 37th anniversary Capital!
2020 brought with it almost $30 Trillion in global stimulus from governments and central banks. The US led the way with $10.5 Trillion in stimulus. Interesting to note that China "only" did $2.6 Trillion in stimulus. Further, 39% of the S&P 500 Stocks were negative. But will these companies join in the action in 2021? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
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Are you curious about the tax rules for working from home? Here's an overview -- and as always, reach out with any questions you have. NEXTAVENUE.ORG The Tax Rules for Home Businesses and Working From Home
Here are a few guidelines for naming a qualified trustee. FEDWEEK.COM Making Sure Your Trustee is Trustworthy
Strong start to 2021 as several indices achieve new record levels. The VIX continues to be in focus. That 20 level is becoming increasingly important. Treasury movements surprise as yield curve steepens on the heels of the GA Senate race outcome. Gold takes a tumble. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
No one knows exactly what this year will hold, but these strategies may help you stay on track no matter what. ANDYINGRAM.MYHOMEHQ.BIZ Looking Ahead: What to Consider for 2021
The twice-monthly newsletter brings helpful finance updates and insights to your inbox. ANDYINGRAM.MYHOMEHQ.BIZ Stay on Track
Cares Act and Secure Act changed a number of rules. Ed Slott and Company January 6 at 9:30 AM · In today’s Slott Report, we discuss how the #IRS "looks back" at the entire year when considering the ramifications of certain #retirement account transactions. Read more here: http://bit.ly/3q7gI15
Here's some information remote workers may want to keep on their radar. CNBC.COM Working remotely from different states? You could face additional state taxes next year
Best decision I have made professionally!! Capital Investment Companies January 4 at 5:48 PM · It’s our anniversary! Happy 37th anniversary Capital!
If you like my service or have feedback to share, don't forget to leave a review on my site. ANDYINGRAM.MYHOMEHQ.BIZ Leave a Review
The IRS has added a question about cryptocurrency transactions to the new form 1040. Here's what to keep in mind. FINANCE.YAHOO.COM IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form
Now Seeking Corporate Sponsors. Baseball Season is near. Help support the 2021 CS HEAT 11U Baseball Team! We will market your support regionally. Ask for details.
As the wealthiest portion of the population gets older, it makes sense that businesses are pivoting to meet their needs. BARRONS.COM Aging Could Be the Next Booming Business
Strong start to 2021 as several indices achieve new record levels. The VIX continues to be in focus. That 20 level is becoming increasingly important. Treasury movements surprise as yield curve steepens on the heels of the GA Senate race outcome. Gold takes a tumble. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
No one knows exactly what this year will hold, but these strategies may help you stay on track no matter what. ANDYINGRAM.MYHOMEHQ.BIZ Looking Ahead: What to Consider for 2021
Stay informed this year by signing up for the twice-monthly newsletter. ANDYINGRAM.MYHOMEHQ.BIZ Finance Insights
Feel free to share this information with someone who hasn't started planning yet. Do you have questions about estate planning? Reach out anytime. NEXTAVENUE.ORG Estate Planning Basics You Need to Know
If you like my service or have feedback to share, don't forget to leave a review on my site. ANDYINGRAM.MYHOMEHQ.BIZ Leave a Review
The IRS has added a question about cryptocurrency transactions to the new form 1040. Here's what to keep in mind. FINANCE.YAHOO.COM IRS is ‘setting the trap’ for bitcoin and virtual currency investors on 2020 tax form
Now Seeking Corporate Sponsors. Baseball Season is near. Help support the 2021 CS HEAT 11U Baseball Team! We will market your support regionally. Ask for details.
As the wealthiest portion of the population gets older, it makes sense that businesses are pivoting to meet their needs. BARRONS.COM Aging Could Be the Next Booming Business
“Where to allocate savings is critical to building future wealth. Experienced investors use the full spectrum of liquidity, compounding wealth and increasing access to funds. Aspiring savers may also benefit from advice to understand how insurance can lessen their perceived need for holding cash deposits, allowing them to invest and benefit longer term in the markets.” PLANADVISER.COM Pandemic Lessons: The Importance of the Savings Hierarchy | PLANADVISER
Have questions about sustainable investing? Find out how ESG factors may vary by company and industry. CNBC.COM Here's how companies factor in environmental, social and corporate governance concerns
Uhhhh. FORBES.COM China Deploys Anal Swab Tests To Detect High-Risk Covid-19 Cases
"For now, punchbowl seems full & spiked" Big Tech begins earnings reporting this week on the heels of an outperforming week prior. Megacaps looking desirable again? Our eyes still fixate on the VIX while options and call buying flood the market. Is Biden led stimulus priced in already? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Get ready for tax season by reviewing a few essentials. ANDYINGRAM.MYHOMEHQ.BIZ 5 Tax Considerations to Keep in Mind
Stay informed this year by signing up for the twice-monthly newsletter. ANDYINGRAM.MYHOMEHQ.BIZ Finance Insights
Stay up to speed by signing up for the twice-monthly newsletter. ANDYINGRAM.MYHOMEHQ.BIZ Finance Updates and More
Where do you fall?! According to a new report, the average retiree has $177,787 in retirement funds, which is just 39% of the report’s stated “recommended amount” of at least $465,000. 401KSPECIALISTMAG.COM Here’s How Much the Average Retiree Has Now (Hint: It’s Not Enough) - 401K Specialist
“failed its duties from start to finish” by: Failing to prudently select and monitor the plan’s investment options and “failing to timely remove imprudent investments” THE SNOWBALL HAS MADE IT TO DOWNHILL SLOPE. This is a Smaller Plan than we have seen be targeted in the last 5-7 years. Expect it to continue as participants wise up and become "woke"!! NAPA-NET.ORG Excessive Fee Suit Challenges Plan Choices, Fees, Practices
Are you surprised to hear that Gen Xers are more anxious about money than baby boomers? NEXTAVENUE.ORG Why Gen Xers Are Way More Worried About Money Than Boomers
Equity Markets continued the slide and ended the front month in the red. A combination of general equity selling pressure and a stronger dollar propelled int'l stocks into having their worst week in some time. However, betting against the US Dollar was one of the largest consensus bets on Wall St coming into this year. Earnings are coming in above expectations by a wide margin. Will interest rates and fiscal policy continue to support the markets? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
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Here's the official overview of filing season dates and guidance for taxpayers from the IRS. IRS.GOV 2021 tax filing season begins Feb. 12; IRS outlines steps to speed refunds during pandemic | Internal Revenue Service
401k Loans? What happens if you leave or lose your job? LINKEDIN.COM What Happens if I Terminate Employment with an Unpaid 401(k) Loan?
A Volatility measure finished just above the 20 target we have been watching intently after falling 37% last week. This level hasn't been seen since the pandemic started. Energy and Small Caps lead the market last week. 81% of S&P companies reporting earnings have beaten expectations. What happens to the Bond & Equities Markets if Treasury Yields keeps rising?? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Have you factored in these potential costs? Find out how to prepare. ANDYINGRAM.MYHOMEHQ.BIZ These 3 Expenses Can Surprise Retirees
Stay up to speed by signing up for the twice-monthly newsletter. ANDYINGRAM.MYHOMEHQ.BIZ Finance Updates and More
Where do you fall?! According to a new report, the average retiree has $177,787 in retirement funds, which is just 39% of the report’s stated “recommended amount” of at least $465,000. 401KSPECIALISTMAG.COM Here’s How Much the Average Retiree Has Now (Hint: It’s Not Enough) - 401K Specialist
With the VIX finishing last week sub level 20 and improving economic data, (80% of companies reporting have beaten on earnings and 78% on revenue) the markets may now have their catalysts to move higher. Long dated Treasuries vastly underperformed so far. So now what!?! ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Wonder Why "These" Presidents didn't make the cut to be on our currency? Happy Presidents Day!
With the Markets boosting Retirement Account Balances, you may be considering Retirement EARLY!! With the rule of 55, you have the potential to begin taking distributions from your 401(k) before you normally could. Here’s what you need to know about using the 401(k) rule of 55 to your advantage. #retirementplanning #financialplanning #401kplan https://tickertape.tdameritrade.com/retirement/what-is-the-rule-of-55-withdrawals-15977 TICKERTAPE.TDAMERITRADE.COM Retiring Early? 5 Things to Know About the Rule of 55 - Ticker Tape
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What will travel spending look like this year? No one knows for sure, of course, but here are a few possible trends to know about. MONEY.YAHOO.COM Here's what travel will look like this year
Many sectors of the Global Markets fell last week as Commodities, Energy and Financials were higher. The VIX continues to be a focus as the futures indicate a wider margin than we have seen in a while. What does that mean? The bigger story could be rising yields in treasuries that are "longer duration" as this relates to a headwind for equities AND earnings reports in the Russell 2K. How many reported ZERO earnings?!? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Find out how to help protect your wealth in 2021. ANDYINGRAM.MYHOMEHQ.BIZ 4 Ideas to Help Safeguard Your Assets
https://www.benefitnews.com/list/10-states-for-a-healthy-and-affordable-retirement VIRGINIA coming in at #4! BENEFITNEWS.COM Top 10 states for a healthy and affordable retirement
The twice-monthly newsletter brings timely and helpful information to your inbox. ANDYINGRAM.MYHOMEHQ.BIZ Finance News and Updates
Are you wondering about the security of peer-to-peer transaction platforms? Find out how you can help protect against fraud and financial loss. CONSUMERREPORTS.ORG Why P2P Payment Apps Aren't as Safe as Credit Cards
With the VIX finishing last week sub level 20 and improving economic data, (80% of companies reporting have beaten on earnings and 78% on revenue) the markets may now have their catalysts to move higher. Long dated Treasuries vastly underperformed so far. So now what!?! ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
During the pandemic, Americans have been abandoning cash in favor of making contactless payments. Do you think "tap and go" transactions are here to stay? CNBC.COM Another consequence of Covid: a world without cash
Have questions about helping your grandchildren with their education? Find out about 529 college savings plans and more. NEXTAVENUE.ORG How Grandparents Can Help Pay for College - Next Avenue
The twice-monthly newsletter brings timely insights to your inbox. ANDYINGRAM.MYHOMEHQ.BIZ Finance Insights and News
THIS IS REALLY DUMB!! https://www.thinkadvisor.com/2021/03/03/stimulus-bill-freezes-retirement-plan-contribution-limits/ THINKADVISOR.COM Stimulus Bill Freezes Retirement Plan Contribution Limits | ThinkAdvisor
Planning ahead? Find out how 10 types of retirement income may be taxed. KIPLINGER.COM How 10 Types of Retirement Income Get Taxed | Kiplinger
Energy & Financials continued to the upside with Crude busting through $60, (Now $70) a barrel! Cyclicals have come back to life after a decade long hybernation. Can they shrink the gap against the broader Market?? Yields in focus as they increasingly put pressure on the darlings of the bull. What will this week's Treasury Auctions signal?? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Are you wondering about the ins and outs of transferring wealth thoughtfully? Here are a few details to keep in mind. ANDYINGRAM.MYHOMEHQ.BIZ Giving and Receiving Wealth: What to Consider
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THIS IS REALLY DUMB!! https://www.thinkadvisor.com/2021/03/03/stimulus-bill-freezes-retirement-plan-contribution-limits/ THINKADVISOR.COM Stimulus Bill Freezes Retirement Plan Contribution Limits | ThinkAdvisor
This information may help you (or your older relatives) avoid online scams. Take a look: KIPLINGER.COM Retirees, Protect Yourself From Thieves Online | Kiplinger
Did you know millennials now represent the largest share of homebuyers in the U.S.? BLOOMBERG.COM Millennials Are Changing the Luxury Real Estate Market
Equities and UST Yields moved higher as the bond market was calmed a bit on the auction results. However, the 2 - 10 UST spread is at its largest margin since 2016. We must remember that the interest market is 450% the size of the equities markets and has a massive sway in the Equities Markets general direction. Will the FED be able to wrangle in LT Yields?? BIG WEEK FOR GLOBAL CENTRAL BANK DISCUSSIONS. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
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What are the financial details to know about divorce? Learn about the tax implications of splitting up assets and more. CNBC.COM A divorce can derail your finances. Here are some money mistakes to avoid
Planning ahead? Find out how 10 types of retirement income may be taxed. KIPLINGER.COM How 10 Types of Retirement Income Get Taxed | Kiplinger
Energy & Financials continued to the upside with Crude busting through $60, (Now $70) a barrel! Cyclicals have come back to life after a decade long hybernation. Can they shrink the gap against the broader Market?? Yields in focus as they increasingly put pressure on the darlings of the bull. What will this week's Treasury Auctions signal?? ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Everyone's goals are a little different, but it might be helpful to review these common milestones as you build your own plan. ANDYINGRAM.MYHOMEHQ.BIZ Retirement Milestones for Your 50s
Are we getting back to Fundamentals?! Small Caps led to the downside last week as many of the Indices out-performers in the last few months are reporting large losses. Keep an eye on that. UST Yield curve steepened again and could have more headwinds this week with auction hitting the market. Is it time to go Global? Fund Flows show heavy movements. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz
Big $$$$!! "..the settlement details presented above should remind us all of the time and expense of fending off (and pursuing) litigation—and a reminder of the importance of doing everything we can as plan fiduciaries to prevent such suits in the first place." YOUR RETIREMENT PLAN HAS A DISEASE! #401kplan #erisa #401k See More https://lnkd.in/eAhbHhA. NAPA-NET.ORG $40 Million Excessive Fee Settlement Okayed
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Did you know millennials now represent the largest share of homebuyers in the U.S.? BLOOMBERG.COM Millennials Are Changing the Luxury Real Estate Market
Equities and UST Yields moved higher as the bond market was calmed a bit on the auction results. However, the 2 - 10 UST spread is at its largest margin since 2016. We must remember that the interest market is 450% the size of the equities markets and has a massive sway in the Equities Markets general direction. Will the FED be able to wrangle in LT Yields?? BIG WEEK FOR GLOBAL CENTRAL BANK DISCUSSIONS. ANDYINGRAM.MYHOMEHQ.BIZ andyingram.myhomehq.biz

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Company name
J. Andy Ingram - Capital Investment Companies
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Financial and Investment Services

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    You can reach them at: 540-765-2750. It’s best to call J. Andy Ingram - Capital Investment Companies during business hours.
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    J. Andy Ingram - Capital Investment Companies is located at this address: 505 S. Jefferson St. Roanoke, VA 24011.
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