With the recent market volatility and unprecedented effects from the ongoing global health crisis, many investors are on edge. Take a look at this short clip examining Bear Markets and the potential benefits of investing during one.
We are here to help! If you have questions about your portfolio or would like a complimentary review, please reach out to us.
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Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Some advisory services
offered through Cetera Investment Advisers LLC and some offered through Summit Financial Group, Inc., registered investment advisers. Summit and the Cetera-branded firms are affiliated and under separate ownership from any other named entity.
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
KMWEALTH.NET
Jane Bond: Decoding Diversification
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3j6Zspr
Here are a few key factors to consider when naming an executor for your estate.
KMWEALTH.NET
And the Executor Is
Call us today to discuss your options!
Your #insurance needs don’t stay the same when the nest empties, but what changes?
KMWEALTH.NET
Insurance Needs Assessment: For Empty Nesters and Retirees
Call us today to discuss your options -- we work with many different carriers to find the best fit for YOU!
Tax time can be a good time to give your household budget a checkup.
KMWEALTH.NET
Budget Check Up: Tax Time Is the Right Time
M0 is the total of all physical currency worldwide. What’s it look like?
KMWEALTH.NET
How Big is Money?
Enjoy this weekly update and don't hesitate to call or email us if you have any questions!
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Read the latest weekly market update from Cetera Investment Management: https://bit.ly/33vvyG4
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
KMWEALTH.NET
Trends in Charitable Giving
When was the last time you checked your credit score? #CreditScore
KMWEALTH.NET
How Does Your Credit Score Compare?
A recent study, focused on how the pandemic is impacting retirement confidence levels among men and women, found that women may be disproportionately impacted when it comes to retirement security. Check out the latest issue of Financial Watch: http://bit.ly/financialwatch-oct2020
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in this latest commentary: https://bit.ly/31nO69V
Trump vs Biden. Do markets care who wins? @ceteraIM covers the path to electoral victory for both candidates and look at historical stock market returns during post-WWII 4-year presidential cycles in our latest commentary: https://bit.ly/2H1ZYa4
#Leasing a car? Consider gap #insurance to protect against losses that may not be covered by your current policy.
KMWEALTH.NET
Gap Insurance for Leased Cars
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
KMWEALTH.NET
A Taxing Story: Capital Gains and Losses
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2FIQ0dx
Nobel-prize-winning investment research.
KMWEALTH.NET
The Ivory Tower Changes Wall Street
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
KMWEALTH.NET
Building Your Legacy
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
Take the time to think about these three things when shopping for your next vehicle.
KMWEALTH.NET
Consider These 3 Things Before Driving Off the Lot
A nursing home costs about $80,000–$100,000 per year. Health and government programs don’t cover this. Let us help. #GreatIncomeGap
SHINY.LIFEHAPPENS.ORG
shiny.lifehappens.org
Weekly Market Update
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Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3oQSmIY
Could you find acres of diamonds in your own backyard? Watch this video.
KMWEALTH.NET
Acres of Diamonds
33% of family caregivers spend more than 30 hours per week on caregiving. What will you do if you need #longtermcare? #GreatIncomeGap
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
KMWEALTH.NET
Coaches
There are four basic steps to calculating the value of an estate.
KMWEALTH.NET
Four Steps to Valuing an Estate
How will your investments weather the ups and downs of the business cycle?
KMWEALTH.NET
The Business Cycle
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
KMWEALTH.NET
Is Term Life Insurance for You?
Second homes have unique risks and insuring them is different than a primary home.
KMWEALTH.NET
Insuring Your Second Home
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
If you died, what would happen to your email archives, social
profiles, and online accounts?
KMWEALTH.NET
Safeguard Your Digital Estate
If you thought that payouts from life insurance are tax-free in all cases, think again.
KMWEALTH.NET
When Life Insurance Becomes Taxable
Weekly Market Update: As always, feel free to reach out if you have any questions.
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What did it take to become the richest man in Babylon?
KMWEALTH.NET
The Richest Man in Babylon
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/38S1ojh
Your #creditscore may impact what you pay for auto and home #insurance.
KMWEALTH.NET
Does Your Credit Score Affect Your Insurance Rates?
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2UVSAkq
How much do you know about stocks?
KMWEALTH.NET
How Stocks Work
15-year vs. 30-year: know your refinancing options.
KMWEALTH.NET
Lots of Variables with Fixed-Rate Mortgages
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2VqqDkF
Have you heard these three common misconceptions about #SocialSecurity?
KMWEALTH.NET
Don't Buy The Hype
Alzheimer's, Long Term Care Insurance and your retirement plan - call us today to discuss.
THINKADVISOR.COM
Alzheimer’s Awareness Includes Long-Term Care Awareness | ThinkAdvisor
Protect yourself from identity theft. #IdentityTheft
KMWEALTH.NET
To Catch a Thief
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3n60yDG
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
KMWEALTH.NET
Choosing a Business Structure
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
KMWEALTH.NET
When Heirs are Imperfect
Weekly Update
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Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3oPhKOr
How will your investments weather the ups and downs of the business cycle?
KMWEALTH.NET
The Business Cycle
How literate are you when it comes to your finances? Brush up with these five basics.
KMWEALTH.NET
The Five Basics of Financial Literacy
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
KMWEALTH.NET
Mortgages in Retirement
Retirement may change your perception of investment risk.
KMWEALTH.NET
Your Changing Definition of Risk in Retirement
It’s possible to avoid these classic #retirement traps, with a little preparation.
KMWEALTH.NET
Retirement Traps to Avoid
Weekly Update
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Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3oPhKOr
How will your investments weather the ups and downs of the business cycle?
KMWEALTH.NET
The Business Cycle
When was the last time you updated your will?
KMWEALTH.NET
Will Power
Did you know that women control 51% of all personal wealth in the United States?
KMWEALTH.NET
Women on the Rise
Is there a role for both active and passive investments in your portfolio?
KMWEALTH.NET
The Great Debate Continues: Active vs. Passive
Retirement may change your perception of investment risk.
KMWEALTH.NET
Your Changing Definition of Risk in Retirement
It’s possible to avoid these classic #retirement traps, with a little preparation.
KMWEALTH.NET
Retirement Traps to Avoid
Concerned about identity theft? Some things to leave at home. #IdentityTheft
KMWEALTH.NET
Please Leave Home Without It
Do you have a will? Is it updated?
KMWEALTH.NET
When Do You Need a Will?
An ILIT could play a role in your estate strategy.
KMWEALTH.NET
A Primer on Irrevocable Life Insurance Trusts
When was the last time you updated your will?
KMWEALTH.NET
Will Power
Did you know that women control 51% of all personal wealth in the United States?
KMWEALTH.NET
Women on the Rise
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
KMWEALTH.NET
Value vs. Growth Investing
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2X9yVOX
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
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
This Quarterly Recap summarizes market performance, major events and news from Q4 2020. Read more here: https://bit.ly/355Mbs3
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3b5tqZh
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
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
KMWEALTH.NET
TIPS for Inflation
Reserve your digital front row seat for an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke. His insights on how the economy can emerge and grow through times of adversity couldn't come at a better time. Contact the office for details!
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3b5tqZh
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
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz
#economy #markets #stocks #election2020
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3cyaq5o
Reserve your digital front row seat for an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke. His insights on how the economy can emerge and grow through times of adversity couldn't come at a better time. Contact the office for details!
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3b5tqZh
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
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/2NL5gKu
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3cbUUxa
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3cyaq5o
Reserve your digital front row seat for an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke. His insights on how the economy can emerge and grow through times of adversity couldn't come at a better time. Contact the office for details!
Read the latest weekly market update from Cetera Investment Management: https://bit.ly/3b5tqZh
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
