We’re excited to announce that Forbes named Michael E. Smith one of their Best-in-State Wealth Advisors for 2020. Congratulations, Mike! We’d like to thank our clients for putting their trust in us and making this recognition possible. https://www.ameripriseadvisors.com/michael.e.smith/
Despite the recent correction, the five tech giants -- Apple, Amazon, Microsoft, Google, and Facebook, have largely supported the market recovery since March. Meanwhile, many non-tech sectors have yet to climb back to their prior levels. Let's discuss potential opportunities.
https://bit.ly/33ui8J8
MARKETS.BUSINESSINSIDER.COM
The S&P 500 will climb another 6% in 2020 as fundamentals recover ahead of expectations, JPMorgan says | Markets Insider
2020 has been quite a ride, forcing many of us to go beyond our comfort zones and grow as leaders. Would you agree with the two-thirds of Americans that believe they're better people after all?
https://yhoo.it/3iF5360
NEWS.YAHOO.COM
Two-Thirds of Americans Think Coronavirus Self-Isolation Made Them a Better Person, Study Finds
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Be honest - which #'s are you?
https://on.wsj.com/3kkDSht
A good reminder during election season. Be the change!
https://bit.ly/33yrm7l
If different healthcare options have been on your mind this year, it's time to make your move! Every year you should take time to assess your options and 2020 is no different. Whether you participate in Medicare, job-based health insurance, individual market health insurance, or qualify for a special enrollment period -- we're here to help!
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
It all begins with having the courage to reflect on where you're standing right now and being able to push through your own obstacles to keep climbing to the top!
This is an amazing opportunity to feed those who are struggling with hunger! Participating in this challenge may also lower your tax bill. For more information click here:
https://bit.ly/3lnC33W
We are all part of a greater community. It is wonderful to see someone in our local community giving so much of their time and energy to helping others! We have a great appreciation for all who work tirelessly to help those who need it. From all of us at Michael Smith and Associates we'd like to say a big THANK YOU!!!
A powerful quote from this news clip "I used to have the feeling if I could I should. Now I have the feeling that if I can I must." - Don Zais
YOUTUBE.COM
November 2020 Jefferson Award: Don Zais
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
https://cnb.cx/2IvplBJ
Today there are more than 10,000 mutual funds and exchange traded funds (ETFs) available in the United States, split up into over 100 different Morningstar categories. That creates a dizzying amount of choice available to investors who are looking to choose a select few to include in their portfolio. On a quarterly basis the advisors at Michael Smith & Associates split up the task of scanning through those investments. Each quarter every advisor spends several hours researching their assigned categories and then reports back to the team on their findings. Today was one of those “Investment Committee” days and the advisors were happy to take a moment from their discussion to share a smile.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
https://bit.ly/34TFLge
As we enter a new year and reflect on the last, we'd like to take a moment to say thank you for your continued support and loyalty. If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. We look forward to connecting soon!
AMERIPRISEADVISORS.COM
Michael Smith & Associates - Stevens Point, WI | Ameriprise Financial
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
http://bit.ly/3sWMAr8
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
http://bit.ly/3a2jf64
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why we take the time to understand what’s truly important to you. What can we help you achieve so that you feel more confident and secure about your financial future?
