$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
#MondayMotivation
Don't forget to get outside this weekend and enjoy the nice Fall weather! Here are a few pictures Molly took on her recent hike.🌳🌞🍂🍁
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
Wondering where all your money went? Here are some helpful tips about tracking where it all goes.
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Where did the money go?
Concerned about the social impact of your investments?
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Investing with Your Heart
The four most expensive words in the English language: “This time it's different” — Investor Sir John Templeton.
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Rebalancing Your Portfolio
#MondayMotivation
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Long-term care: three words many people hope they'll never need.
MOSAICASSETPARTNERS.COM
Understanding Long-Term Care
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
SAT, NOV 7 AT 9:00 AM EST
Free Shred-It Event
Check out our latest video on our YouTube channel!
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How will the election effect the stock market
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
#mondaymotivation
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
MOSAICASSETPARTNERS.COM
What is the Value of Your Business?
In today’s complex world, financial planning for the young professional is needed now more than ever. While there may be plenty of “financial advice” available online, the vast majority is generic in nature and not tailored to address specific goals. What you, the young professional needs, is a partner to provide you with a realistic and achievable roadmap.
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Financial Planning for Young Professionals | Mosaic Asset Partners
Wondering what a K shaped recovery means? Check out latest blog post on the topic.
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What is a K Shaped Recovery?
Our 2nd annual shredding event was a success! Thank you to all who stopped by. See you next year!📚🗑
We are thankful for all of the wonderful relationships we have with our clients. We wish you all a happy and safe Thanksgiving🦃
As CERTIFIED FINANCIAL PLANNER™ professionals, our role is to help our clients fully understand all potential ramifications and possible outcomes when it pertains to their financial decisions. Whatever decision they may choose, our ultimate goal is to help our clients make informed decisions so that they may reap the rewards of financial independence and success.
Schedule a 15 minute call now to see how we can help you achieve financial independence.
https://calendly.com/mosaicassetpartners/15min
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15 Minute Meeting - Mosaic Mailbox
Here's a little sneak peek from behind the scenes of our holiday card photoshoot!❄️⛄️🐶🎄
Happy Holidays! Bring on 2021!!❄⛄
Please check out our latest weekly article
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Mosaic Weekly Article
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Mosaic Weekly Article 12/31/2020
As we close out the first two weeks of 2021 and race towards inauguration day, there remains plenty to talk about. We have received many phone calls and emails from clients asking about our thoughts on our President-elect, the new administration’s agenda, the roll-out of the vaccines and the economic impacts to our financial markets. That’s a mouthful to consider for sure! Let me tackle a few of these items and layout our thoughts...
Click the link to continue reading!
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Mosaic Weekly Article 01/15/2021
And, we are off and running! President Biden and his new administration have come out of the gate with a flurry. As expected, several executive orders were signed in the first few hours of his Presidency amid little fanfare. Nearly all of these lined up with the headlines that had preceded him taking the Oath. There was one notable exception, and that was the order to stop the Keystone Pipeline....
Click the link below to continue reading!
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Mosaic Weekly Article 01/22/2021
It seems the focus this past week has been on the volatility creeping back into our markets. Specifically, on the erratic trading that has taken place among a handful of stocks including Gamestop, Bed Bath & Beyond and AMC Entertainment to name a few. The common component among these stocks is that they are, or were heavily, “shorted” by sophisticated Wall Street investment managers.
Read more by clicking on the link below....
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Mosaic Asset Partners Weekly Article 01.29.2021
Happy Friday and welcome to February. 2021 is already moving along at a brisk pace for sure. After a few snow days here in Maryland, I for one am already looking forward to Spring. Or perhaps a nice warm vacation? One can only wish. We had a relatively quiet week in the financial markets and that was a welcome change from the trading frenzy we have seen recently.
One interesting and notable data point I read today, mentioned how the January jobs report showed high rates of long-term unemployment, which is a period of joblessness lasting at least six months. Click on the link below to continue reading.......
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Mosaic Asset Partners Weekly Article 02/05/2021
Although 2020 is now in the rearview mirror, you can still help lower your tax bill before you file by April 15th, 2021. The IRS allows qualifying individuals to contribute to a Traditional Individual Retirement Account(IRA) for the previous year all the way up until April 15th. But why wait until April?...
Click on the link to learn more!
https://www.mosaicassetpartners.com/blog/save-on-taxes-invest-in-an-ira
Wishing you a day full of love!! 💝
I hope your weekend has started off well and you are taking some time to focus on things other than the pandemic, financial markets, and impeachment trial. I know I will be spending some quality time with my wife!
I started to think about Valentine’s Day a few weeks ago and it occurred to me that I do not really know the origins of this “holiday”. I always assumed this was a “Hallmark” holiday, but I did some research and was proven wrong. Click on the link below to continue reading.....
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Mosaic Weekly Article 02/12/2021
"More than 75% of Americans haven’t calculated how much they need to retire." - CNBC
If you're included in the 75%, try out our Retirement Calculator! As always, our financial planners are available to answer any questions you may have about your retirement readiness.
WEALTH.EMAPLAN.COM
Do you know where you stand with your financial goals?
CNBC.COM
CDC panel recommends use of J&J's single-shot Covid vaccine, clearing way for distribution
The winter weather we have seen this past week across much of our country has been crippling in many ways. A State like Texas simply is not prepared to handle the extreme cold, snow, and ice, that have hit much of the population hard over the course of a few days. This will be the first real test of the new Administration and will also pave the way for a fresh round of discussions on the infrastructure that is so badly needed in many places.
All of this comes on the heels of the ongoing debate regarding the next round of needed stimulus. Click on the link below to continue reading......
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Mosaic Weekly Article 02/19/2021
Oh, the politics of it all! We heard again from Fed Chair Powell who remains steadfast in his belief that we are far from our full employment goals. Click on the link below to continue reading...
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Mosaic Weekly Article 02/26/2021
Wherever you are in life, it's not too late to start your financial plan!
Happy Sunday! I hope you have been able to get outside this weekend and take in some of the early signs of spring. Like the new beginnings that spring offers, I also see the light at the end of the pandemic tunnel. Make no mistake, there is still plenty of work to be done, but the signs are there for sure. As of Saturday afternoon, the Senate passed their own version of the $1.9 trillion Covid relief bill. Click on the link below to continue reading......
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Mosaic Weekly Article 03/07/2021
CNBC.COM
IRS pushes April 15 U.S. tax deadline to May 15
Happy Saturday, March 13th. WOW! It is hard to imagine that a year ago, the world and our lives as we knew it then, were about to go through a monumental change. What a ride we have all endured. As I write this, 13% of U.S. adults have now been vaccinated against Covid-19. It seems surreal to even type that statement. When you consider the changes we have seen in our daily routines....click on the link below to continue reading.
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Mosaic Weekly Article 03/13/2021
