Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done. Our ebook addresses the recent market volatility and outlines steps you can take to stay focused on your big picture investment goals. Click here to download today: https://hubs.ly/H0wCxn90
Bad things happen to the best of us, and sometimes it seems like they come in waves. That’s when an emergency cash fund can come in handy. https://hubs.ly/H0w-bJS0
This week we're looking at the falling rate periods—not the outcome we expect, but it can still be helpful to understand how investments respond to different environments. https://hubs.ly/H0wY1pX0
SHERMANPRIVATEWEALTH.COM
How Bonds May Perform When Rates and Stocks Fall
When you're no longer here do you know what will happen to your retirement plan benefits? Learn more about retirement planning & estate planning in today's blog: https://hubs.ly/H0wJG3W0
SHERMANPRIVATEWEALTH.COM
Retirement Plans and Estate Planning
#MotivationMonday
With the start of the new school year, many parents are facing the challenges of having to juggle their work-life with a much more unusual return to school. Here are some tips to make the transition a little easier: https://hubs.ly/H0wjcLh0
This is week 3 of virtual Kindergarten for Jack and he is loving it!
Strategas Research Partners have put together a basket of stocks likely to benefit from a Trump or Biden presidency. Click here to check out the chart and learn more about the market's mixed #election signals: https://hubs.ly/H0x-P3V0
SHERMANPRIVATEWEALTH.COM
The Market’s Mixed Election Signals
Our 2nd tip of #FinancialPlanningMonth is to create a bucket plan to go with your bucket list. Longer life expectancies may mean you need to prepare for two or even three decades of retirement. Here are some ideas on how to position your finances: #TipTuesday. https://hubs.ly/H0xW41d0
SHERMANPRIVATEWEALTH.COM
A Bucket Plan to Go with Your Bucket List
Focus on your goals, they're closer than you think! #Motivation
In Part 1, we look at the potential market impact if former Vice President Joe Biden is elected president, including what to expect in taxes, regulation, initiatives, and governance. Next week, we cover the same for President Donald Trump: https://hubs.ly/H0xJwBg0
SHERMANPRIVATEWEALTH.COM
Election Preview Part I: A Biden Presidency—Upside and Risks
This month is #FinancialPlanningMonth! Our 1st tip is to remember to #invest. If you're contributing to a retirement plan and a savings account and you can still manage to put some money into other investments, all the better. #TipTuesday. https://hubs.ly/H0xvRr00
The S&P 500 Index has averaged a 0.54% return on October 28, better than any other day of the year. Learn more about this historic day here: https://hubs.ly/H0yS3bf0
SHERMANPRIVATEWEALTH.COM
The Best Day Of The Year Is This Week
A much-needed #MondayMotivation This week is yours!
Here's your history of the #stock market: https://hubs.ly/H0yt_yN0
Did you know that historically, a split Congress has been positive for stocks? Click here to learn more about performance-based on Congress Makeup: https://hubs.ly/H0yqsHh0
SHERMANPRIVATEWEALTH.COM
The Makeup of Congress is Very Important
Long-term illness can sap time and energy from tending to your financial affairs in retirement. Fortunately, you can plan ahead to protect yourself and your family against the financial consequences of deteriorating health: https://hubs.ly/H0yg73b0
Yesterday many of us participated in the most widely celebrated holiday in the U.S. So while you're still recovering from all of the turkey, stuffing, potatoes, and pie read about the Origins of Thanksgiving: https://hubs.ly/H0BtmL70
SHERMANPRIVATEWEALTH.COM
The Origins of Thanksgiving
Happy Thanksgiving from Sherman Private Wealth! As we celebrate today we are reminded of all there is to be thankful for!
Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. https://hubs.ly/H0BtmJl0
SHERMANPRIVATEWEALTH.COM
Charitable Giving
A little motivation to get going on this Monday!
Like we mentioned earlier this month, the year-end is approaching! Check out our suggestions for year-end strategies that might help reduce taxes and max out your tax bracket: https://hubs.ly/H0Bf6940
SHERMANPRIVATEWEALTH.COM
Appropriate Checklists for Year-End Tax Planning
#BlackHistoryMonth #MotivationMonday
What's your favorite part about #SuperBowl Sunday??
"From what we get, we can make a living. What we give, however, makes a life.' – Arthur Ashe, American tennis player, and the first Black player selected to the United States Davis Cup team and the only Black man ever to win the singles title at Wimbledon, the US Open, and the Australian Open. #BlackHistoryMonth #MotivationMonday
Don't forget, Sunday is the deadline for giving 2020 Forms 1099-NEC to nonemployees, and for giving Copies B, C, and 2 of 2020 Forms W-2 to employees.
Gamestops surge on the stock market explained in this week's #MarketUpdate: https://hubs.ly/H0FFKgS0
SHERMANPRIVATEWEALTH.COM
Will GameStop Stop The Bull Market?
It can be difficult for you to imagine how much you’ll spend in retirement. Our article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs. Contact Sherman Private Wealth if you have any questions! https://hubs.ly/H0Fvf480
SHERMANPRIVATEWEALTH.COM
How Retirement Spending Changes With Time
