Nobel-prize-winning investment research.
MONARCHWEALTH.COM
The Ivory Tower Changes Wall Street
Join us on October 1st at 1PM (PST) for a lively discussion of the upcoming elections and how they may influence the markets. You’ll hear a non-partisan conversation of how legislative decisions may impact financial services, you and your financial plan. Register here: https://globalmeet.webcasts.com/starthere.jsp?ei=1367840&tp_key=970c5e0b09&sti=FLY
There are four basic steps to calculating the value of an estate.
MONARCHWEALTH.COM
Four Steps to Valuing an Estate
Now it's easier to contact Monarch Wealth & Retirement Strategies.
THU, SEP 24
Webinar- Protected Lifetime Income: Secure Your Income For A Happy Retirement
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
MONARCHWEALTH.COM
Red Flags for Tax Auditors
Work another year? It may be worthwhile. #retirement
Tis’ the season for spooky…
We are excited to share some favorite spooky Halloween movies for the season of scares! Comment with your favorite spooky movies of the season!
TOWNANDCOUNTRYMAG.COM
29 Classic Halloween Movies to Get You in the Spooky Spirit
Infographic | Here are the amazingly stupid ways celebrities have lost money.
FINANCEINSIGHTS.NET
Infographic | Here are the amazingly stupid ways celebrities have lost money.
Make sure you’re aware that credit card fraud is the most common type of identity theft in today’s world. Make sure you’re protected! https://www.debt.org/credit/identity-theft/ #identitytheft #cybersecurity #identityprotection
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
MONARCHWEALTH.COM
Monthly Market Insights | October 2020
Looking to remodel your home soon? This is how you can do it without tapping into your equity.
NERDWALLET.COM
How to Finance a Home Remodel Without Equity - NerdWallet
Hungry for chocolate? Who isn’t?? What’s your favorite kind?
#nationalchocolateday
The COVID-19 pandemic upended normal life for everyone, but retirees and those nearing retirement are likely to be hurt most by the uncertainty and recession we’re facing. The record-breaking market volatility has also made certain advanced retirement strategies like Roth Conversions “on sale.” Take advantage of today’s uncertainty and give yourself the “green light” by downloading this free guide. Worried about what’s going on and want advice now? I save a few appointments each week for those that would prefer 1-on-1 help. Simply call (855) 529-4015 for your complimentary appointment.
FINANCEINSIGHTS.NET
Retirement Income Teeter-Totter? Read this.
The countdown to Halloween is officially on! Bags of candy fill the store shelves and scary costumes are flooding aisles. Due to the ongoing pandemic, Halloween may need to look a little different this year to keep your family and...
MONARCHWEALTH.COM
Safe Ways to Safely Celebrate Halloween 2020!
Please join us for an interactive review of your Kaiser Permanente Plan on November 5th at 12:00 PM.
Through this program, we are committed to helping you make clear, confident and research-based decisions that achieve results.
THU, NOV 5 AT 12:00 PM PST
Understanding Your Retirement DNA (Kaiser)
THU, NOV 5 AT 12:00 PM PST
Understanding Your Retirement DNA (Kaiser)
Join us and GradFin for our FIRST EVER Lunch & Learn Webinar to help you "Know Your Student Loans" on Friday, December 4th at 12pm (PST).
GradFin will provide basics and key concepts of Federal and Private student loan repayment options AND complimentary DoorDash giftcards upon attendance.
Register for "Know Your Student Loans: Financial Wellness" webinar: https://bit.ly/3kNSjKH
Where do you excel? #motivational #excel
A lot of things can make markets tumble: bubbles, the economy, pandemics, and good old investor psychology. Unfortunately, a lot of folks make precisely the wrong decision with their investments when one strikes. Check out this month’s Visual Insights Newsletter to arm yourself with facts. If you have questions, simply call us to schedule a quick session (855) 529-4015.
FINANCEINSIGHTS.NET
Why It's a Mistake to Worry About Market Corrections
Today, and everyday we are thankful for our clients and our Monarch Wealth family. Happy Thanksgiving! #thanksgiving #thankful
WED, DEC 16 AT 11:00 AM PST
WEBINAR: Unchartered Waters - Navigating Stock Market Volatility In A Coronavirus World
Mark Your Calendars!
Our FIRST Lunch & Learn Webinar will be with GradFin, as they host a "Know Your Student Loans: Financial Wellness" webinar on Friday, December 4 at 12PM (PST)!
Special: FREE $25 DoorDash giftcards are provided for attending, courtesy of GradFin!
Don't miss out on this opportunity and register early now: https://bit.ly/3kNSjKH
Please join us for our upcoming webinar "My Brain Made Me Do It." We'll be investigating how we typically make decisions, how our decision-making process contributes to common investment mistakes, and learning how to train our brains to avoid those mistakes. And as always, reviewing how we're continuing to serve you, even during these uncertain times.
Feel free to invite your friends and loved ones. RSVP today to save your seat. https://bit.ly/36x7fbT
THU, FEB 11 AT 12:30 PM PST
"My Brain Made Me Do It" Webinar
Last chance to register for our webinar tomorrow, February 11th at 12:30pm.
"My Brain Made Me Do It" with David Plotkin from John Hancock will teach you:
- How we typically make decisions
- How our decision-making process contributes to common investment mistakes
- How to train our brains to avoid those mistakes
Click here for more information: https://bit.ly/3rmKijI
It’s hard watching aging parents and loved ones gradually lose their self-sufficiency. Nowadays, it’s more important than ever to plan ahead for our own needs. This guide breaks down what you need to know in a quick read. #longtermcare
FINANCEINSIGHTS.NET
Aging Parents? Who Will [_] for You?
Have you registered for the "Equity: Think Again 2020 webinar on Thursday, February 18th yet?
If not, don't worry! Sign-up here: https://zoom.us/webinar/register/WN_gdDUGXGBTW6GrdT3aZ-7Kw
Safer Internet Day aims to not only create a safer internet but also a better internet, where everyone is empowered to use technology responsibly, respectfully, critically and creatively.
Learn how you can get involved. #saferinternetday #safeinternet
https://www.saferinternetday.org/
Join us for our upcoming webinar "My Brain Made Me Do It" this Thursday, February 11th at 12:30pm (PST).
We'll be investigating how we typically make decisions, how our decision-making process contributes to common investment mistakes, and learning how to train our brains to avoid those mistakes. And as always, reviewing how we're continuing to serve you, even during these uncertain times.
RSVP to save your seat: https://bit.ly/3oLRGDn
