Over age 50? You may be able to catch-up on retirement.
STATONWALSH.COM
Catch-Up Contributions
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
STATONWALSH.COM
What’s Your Investment IQ?
We are very excited to release the latest episode of The Trusted Advisor Show featuring Nicholas Cipollone. We were blessed to have Nick Join us this summer as our intern and have him work aside us. Nick is a Junior at Towson University and an alum of Calvert Hall College. In this episode Nick reveals every detail of his experience working with us and also candidly shares his advice to young aspiring Financial Advisors who are looking to break into the financial services industry and what he feels it will take to be successful. Perhaps even more revealing is Nick's advice to college administrators who want to learn what a real college summer internship experience should be and why throwing an intern right into the fire and get their "hands dirty" right from the beginning is the most valuable "real world business" experience a student can get.
Click here to listen to full podcast!
https://www.statonwalsh.com/the-trusted-advisor-show
#podcast #TrustedAdvisors #Internship #FinancialPlanning
Ryan StatonRob JacomenDevin Walsh
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Ep 016 Here's What Happened When I Spent My College Summer Internship At a Financial Services Firm
For a small business, the loss of a key person could cause financial hardship.
STATONWALSH.COM
Protecting Your Business from the Loss of a Key Person
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
STATONWALSH.COM
Retirement Redefined
Stocks traveled a volatile path last week as investors appeared concerned about the upcoming elections, an uncertain economy, and more delays with additional fiscal stimulus.
The Dow Jones Industrial Average slid 1.66%, while the Standard & Poor’s 500 slumped 2.51%. The Nasdaq Composite index plummeted 4.06% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, rose 1.44%.
#Stockmarket #investing #marketupdate
STATONWALSH.COM
Weekly Market Insights: Stocks Continue Downward Slide
WEEKLY MARKET INSIGHTS: STOCKS RISE, STIMULUS UNCERTAIN
Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.
The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500 increased 3.84%. The Nasdaq Composite index gained 4.56% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, advanced 2.23%.
#stockmarket #investing #stimulus
STATONWALSH.COM
Weekly Market Insights: Stocks Rise, Stimulus Uncertain
July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.
STATONWALSH.COM
2020 3rd Quarter Market Review
How many credit cards do you have?
STATONWALSH.COM
Spotting Credit Trouble
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Presidential elections are one of the grandest stages for political theatre. In the coming weeks, much will be written, and many predictions will be made, about who will win the upcoming election and the likely implications for markets.
For investors, it is important to keep these periods of heightened political focus in proper perspective to avoid the potential pitfalls of short-term, emotionally-driven decisions that could prove destructive to long-term financial planning. With over a century of stock market data across dozens of presidential elections cycles, history offers valuable perspective for investors to consider in seeking to effectively navigate these periods of heightened uncertainty. Read full blog post below!
STATONWALSH.COM
Elections & Markets
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
In this week's episode of the Trusted Advisor Show, we are honored to sit down with another incredible guest, Matt Bralove, one of the co-owners and partners of Zone Accounting, LLC located in the Baltimore, MD Region. Matt shares some of the most powerful and impactful value for business owners that we've ever heard from a CPA's viewpoint. Listen on Apple Podcasts here: https://podcasts.apple.com/us/podcast/the-trusted-advisor-show/id1499854718
#TrustedAdvisor #podcast #accounting #businessowner #businessstrategy
https://www.youtube.com/watch?v=MNm-3Ns1le0&t=1398s
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Ep. 020 "Do You Know YOUR 'Why' for Your Business?" w/Matt Bralove, CPA, Partner of Zone Accounting
With the election approaching, many are wondering how the outcome will effect their investment portfolio. Before making any election related changes, it is important for investors to know their risk tolerance for long term investing. Take our free risk assessment today to get your score and see how your portfolio matches up! Click below:
https://pro.riskalyze.com/embed/0d1ca353b47dc490625a
Have a kid heading off to college? Here are a few tips.
STATONWALSH.COM
A Cheat Sheet for Sending Your Kid to College
You can help ensure that losing your wallet doesn't turn into something bigger.
STATONWALSH.COM
What to Do When You Lose Your Wallet
In this week's episode of the Trusted Advisor Show, we are honored to sit down with amazing guest, Alexander Cruz,one of the co-owners and partners of CR of Maryland and to share his amazing story of successes, overcoming challenges and being a part of creating an amazing real estate investment business model that is making a huge impact in the lives of other aspiring investors as well as improving the local Baltimore region and the communities they serve. Everyone is in for a big treat and you will walk away with tremendous value!
Listen to full episode here: https://www.statonwalsh.com/the-trusted-advisor-show
#podcast #realestate #trustedadvisor #businessowner
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Ep. 019 "When a Big Mistake Becomes Design...and then Turns Into a Thriving Business Opportunity!"
WEEKLY MARKET INSIGHTS: A DIFFICULT WEEK FOR STOCKS
Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.
The Dow Jones Industrial Average added just 0.07% while the Standard & Poor’s 500 eked out a gain of 0.19%. The Nasdaq Composite index picked up 0.79% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slid 2.08%. Read full blog here: https://www.statonwalsh.com/blog/weekly-market-insights-a-difficult-week-for-stocks
#stockmarket #investing
Probate can be a complex process, filled with very specific legal requirements. Something to avoid?
STATONWALSH.COM
Problems with Probate
Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?
STATONWALSH.COM
Mortgages in Retirement
WEEKLY MARKET INSIGHTS: NEW INFECTIONS INCREASE ANXIETY
Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.
The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, gained 1.42%
Click below to read full Weekly Market Insight:
https://www.statonwalsh.com/blog/weekly-market-insights-new-infections-increase-anxiety
#stockmarket #WeeklyMarketUpdate #investing
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
WEEKLY MARKET INSIGHTS: VACCINE TRIGGERS RALLY
News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh lockdown.
The Dow Jones Industrial Average surged 4.08%, while the Standard & Poor’s 500 rose 2.16%. The Nasdaq Composite index fell 0.55% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, jumped 4.01%.
Click the link below to read full Market Insight:
https://www.statonwalsh.com/blog/weekly-market-insights-vaccine-triggers-rally
#WeeklyMarketUpdate #stockmarket #investing
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may have strong appeal during the economic recovery. Click below to read full blog post!
https://www.statonwalsh.com/blog/are-value-stocks-poised-for-a-comeback
STATONWALSH.COM
Are Value Stocks Poised for a Comeback?
WEEKLY MARKET INSIGHTS: MARKETS GO BACK TO BASICS
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.
The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The Nasdaq Composite index jumped 6.01% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, climbed 1.96%. Click below to read full Weekly Market Insight!
STATONWALSH.COM
Weekly Market Insights: Markets Go Back to Basics
Does your business have a retirement strategy that fits your short, long-term needs?
STATONWALSH.COM
Choosing a Retirement Plan that Fits Your Business
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
STATONWALSH.COM
Monthly Market Insights | February 2021
WEEKLY MARKET INSIGHTS: UNEXPECTED TRADING RATTLES MARKET
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.
The Dow Jones Industrial Average lost 3.27%, while the Standard & Poor’s 500 fell 3.31%. The Nasdaq Composite index dropped 3.49% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slipped 1.83%. Click below to read full Weekly Market Insight!
STATONWALSH.COM
Weekly Market Insights: Unexpected Trading Rattles Market
