October is #CyberSecurityAwarenessMonth , and we want you to feel safe and secure with all of your online transactions. Here are our tips for staying cyber aware: https://hubs.la/H0xmx_F0
Technology has mitigated downside during bouts of pandemic-inspired market volatility, while also posting considerable outperformance. In September, however, it has corrected more than 12% from its prior highs. What does this correction mean? Learn more: https://hubs.la/H0xc30t0
YAEGERSFINANCIALSERVICES.COM
What Technology's Correction Means
Today, many people in their 50s haven't started saving for retirement or accumulating sufficient funds. If you’re in this age group and find yourself facing an underfunded retirement, it’s not too late to take charge. Learn more: https://hubs.la/H0x6vXY0
YAEGERSFINANCIALSERVICES.COM
Countdown to Retirement: Strategies for Saving in your 50s
Happy National Family Day! From our families to yours, we hope you all take some time today to cherish and spend time with your loved ones. #NationalFamilyDay
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate. Here's steps you can take: https://hubs.la/H0wXVl10
When seasons change, the major central banks meet. The Federal Reserve, European Central Bank, & Bank of Japan all met in September to discuss their outlooks on the economy & monetary policy going forward. Learn more: https://hubs.la/H0wR4sQ0
YAEGERSFINANCIALSERVICES.COM
Central Bank Season
With the uncertainty we've seen this year, many are rethinking their retirement plans because of COVID-19. Here are three important questions you need to ask yourself before delaying retirement: https://hubs.la/H0xTX_R0
YAEGERSFINANCIALSERVICES.COM
COVID-19 Delaying Your Retirement Date?
Happy National Savings Day! Millennials often get a bad rep when it comes to hitting certain financial milestones, but they've proven to be ahead of the game when it comes to savings. Here are three things Millennials should know: https://hubs.la/H0xP6kj0
YAEGERSFINANCIALSERVICES.COM
Three Things Millennials Should Know About Savings
October is #PhotographerAppreciationMonth , so we wanted recognize our team member & favorite photographer, Rebecca Guttridge. Rebecca first started taking photos of her kids, and now she is known as the resident photographer for friends, family, & work. Check out some of her amazing work!
"Once you start taking pictures regularly, you start to see the world differently and framing shots in your mind without even realizing it. It’s a great creative outlet that I really enjoy, especially when I’m just shooting for me, with no expectations. We live in a beautiful piece of the world and I’m never not amazed by what surrounds us."
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | October 2020
November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the noise. How will the markets react to this election uncertainty? Learn more: https://hubs.la/H0xyc5B0
This fall season, many people are unexpectedly continuing to work from home. Here are our tips to make working away from the office a little easier: https://hubs.la/H0xv3m30
Happy 52nd wedding anniversary to Dave Sr. & Liz! We hope you both enjoy your special day!
In light of the concerns surrounding the Covid-19 virus, we decided to cancel our 2020 Battle for the Barrel golf event. This event is a highlight for our firm each year and we will miss the fun times we always share with family and friends. We will look forward to hosting this fabulous event in 2021, but in the meantime, we thought we’d share some memories from the battles of the past. Cheers!
Corporate America will get closer to the return of earnings growth this earnings season. Investors will need to watch for continued impact from COVID-19, policy changes based on the election outcome, and winners that keep winning. Read more: https://hubs.la/H0xYF1Z0
YAEGERSFINANCIALSERVICES.COM
Earnings Growth is Approaching
This month, we celebrate the success of women small business owners! We want to make sure that during these uncertain times that women entrepreneurs are thriving. Here are our tips: https://hubs.la/H0ynJB80
YAEGERSFINANCIALSERVICES.COM
What Should Women Entrepreneurs Do to Thrive in the COVID Era?
Markets have come a long way since March lows, and we see further gains ahead for stocks. We think small cap stocks in particular may have attractive growth potential. Learn more: https://hubs.la/H0yhxql0
YAEGERSFINANCIALSERVICES.COM
Three Reasons We Like Small Caps
October is Financial Planning month! While planning your finances can help you buy your first home or save for retirement, it can also help you work toward your personal goals. Here's how: https://hubs.la/H0ydS930
YAEGERSFINANCIALSERVICES.COM
How Financial Planning Helps You Work Towards Your Self-Improvement Goals
We hope everyone has a safe and happy Halloween!
Since Halloween is this weekend, we wanted to share a #ThrowbackThursday of some our costumes in the past!
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying. GDP, stock performance, and the US dollar all have a history of picking the winner. Learn more: https://hubs.la/H0yQJzM0
YAEGERSFINANCIALSERVICES.COM
Are The Polls Wrong Again?
It's time to take a break from the fall chores and pull out last year's tax return! Doing a few quick projections now will help you get a better idea of your tax situation while there's still time. Learn more: https://hubs.la/H0yK59-0
YAEGERSFINANCIALSERVICES.COM
Year-End Tax Planning
Here's some #MotivationMonday for you today!
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | November 2020
Retirement is an exciting time for many, and the reward for years of hard work, but how do you know when it's the right time? Here are some things to consider: https://hubs.la/H0zrfwP0
YAEGERSFINANCIALSERVICES.COM
Ready to Retire? How to Know for Sure
With the end of the year comes tax planning! Here are some of our tips to help you close out 2020: https://hubs.la/H0z9LM80
YAEGERSFINANCIALSERVICES.COM
End of Year Planning: Set Goals and Reduce Taxes
Year-end is approaching and being prepared is the best way to make this tax season your
easiest yet. Check out our blog to make you have all the information and tools you'll need: https://hubs.la/H0z4w6Q0
YAEGERSFINANCIALSERVICES.COM
Preparing For Year-End & The 2020/2021 Tax Season
It's time to set your clock back! We hope everyone enjoys their extra hour of sleep today.
A well-managed trust can help preserve wealth for generations. Here are some best practices to follow: https://hubs.la/H0zZzWb0
YAEGERSFINANCIALSERVICES.COM
Using Trusts to Manage Wealth: What Investors Should Know
We believe that trust is paramount to our business, and we strive to maintain a relationship built on trust with each and every client. Contact us today to see how we can help you pursue your financial goals: https://hubs.la/H0zTFb70
November is entrepreneurship month! Here's how business owners and other entrepreneurs can learn to adapt to the shifting set of circumstances we've seen this year: https://hubs.la/H0zPcTR0
YAEGERSFINANCIALSERVICES.COM
How Entrepreneurs Can Stay Nimble in the COVID Era
Today, we recognize all of those who served our country and our very own veterans, Dave Sr, Dave Jr, and Bill. Thank you for your service.
While many people are planning for Black Friday shopping this week, a lot of them forget about the second shopping holiday this weekend: Small Business Saturday. Check out some of the top reasons to do your shopping on Small Business Saturday: https://hubs.la/H0Bq7jy0
YAEGERSFINANCIALSERVICES.COM
4 Reasons to Do Your Shopping on Small Business Saturday
Knowing your resources is an integral part of planning for retirement, and the choices you make today can influence your financial future. Learn more: https://hubs.la/H0BjZ4v0
YAEGERSFINANCIALSERVICES.COM
Assessing Your Retirement Resources
Corporate earnings results were surprisingly good in the third quarter, with 84% of companies beating earnings expectations. Stocks most likely are in a new bull market, potentially supported by a durable economic expansion. Learn more: https://hubs.ly/H0B8KC-0
YAEGERSFINANCIALSERVICES.COM
Q3 Results Brighten 2021 Picture
The goals you dream about today can be yours tomorrow if you understand what is required to fulfill them! Here are the steps you can take to get started towards your retirement: https://hubs.la/H0B3RMw0
YAEGERSFINANCIALSERVICES.COM
Identify Your Personal Retirement Goals
Today is Small Business Saturday, and we encourage you to support our local businesses. Here are some of our favorite restaurants that you should check out this weekend!
Mad Moe's Pub & Grill
Veg
Ichiban Restaurant & Sushi Bar
Pub 32 Irish Gastropub
Original Word of Mouth
El Toro Bravo Sarasota
We want to wish you all a happy Thanksgiving! What are you thankful for today?
The reaction from stocks since the US election has been strong. The S&P 500 Index is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback. Learn more: https://hubs.la/H0BtVJ70
YAEGERSFINANCIALSERVICES.COM
Frothy Sentiment Rides Bullish Technicals
Today is International Volunteer Day! We encourage you to find a way to give back to our community or help someone in need this weekend. #InternationalVolunteerDay
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | December 2020
2021 is right around the corner, but there's a few things you should accomplish before the year closes out. Check out our end of year deadlines checklist to help the rest of 2020 run smoothly: https://hubs.la/H0C104H0
YAEGERSFINANCIALSERVICES.COM
End of Year (EOY) Deadlines Checklist
We are excited to introduce to you our newly designed website! Created with our clients in mind, our website will be a resource for financial topics, market insights, and important resources. Check it out here: https://hubs.ly/H0B_mXs0
Increasing COVID-19 cases in Europe and the United States have brought new restrictions. The stock market doesn’t appear fazed by the recent outbreaks, but underlying economic data is beginning to reflect the latest government and consumer shutdowns. Learn more: https://hubs.la/H0BV05m0
YAEGERSFINANCIALSERVICES.COM
COVID-19 May Threaten the Recovery
It might be time to update your tax strategy now so that you're prepared for any potential tax changes in the new year. Here are three strategies to consider to help better preserve your assets: https://hubs.la/H0BPdRl0
YAEGERSFINANCIALSERVICES.COM
3 Tax Strategies to Consider at Year-End
What's in store for 2021? Take a look at LPL Research's Outlook 2021 to learn more about post-election policy, stocks, bonds, and market forecasts for the upcoming year: https://hubs.la/H0Cd4Vm0
As 2020 comes to a close and we look forward to 2021, we take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021. Learn more: https://hubs.la/H0CjKxW0
YAEGERSFINANCIALSERVICES.COM
A Positive Outlook for 2021
Happy birthday to our very own Rebecca Guttridge! We hope you have a fantastic day!
Due to increasing life expectancies, many are concerned they may outlive their retirement savings. Check out our savings calculator to help determine when your retirement savings account may be depleted: https://hubs.la/H0BJ2ly0
If you're interested in a way to do more good in the world while providing yourself with a lifetime income stream, a Charitable Remainder Trust may be the answer. Here are some of the tax benefits: https://hubs.la/H0C1cdK0
h2020 was a tumultuous year. We likely had the shortest recession ever and began a new economic expansion. Small business and effective COVID-19 vaccines hold the key to continued economic growth in 2021. Learn more: https://hubs.la/H0CZQ-c0
YAEGERSFINANCIALSERVICES.COM
A New Economic Start in 2021
Retirement is the time in your life when you want to sit back & enjoy the fruits of years of hard work. But when the market is volatile, it may bring additional anxiety and stress. Here are a few simple tips to ease any anxiety during your retirement: https://hubs.la/H0C1n9J0
With the end of 2020 rapidly approaching, you should take some time to review your tax situation and make any necessary changes that can help you avoid surprises. Here's how to get a jump on next year's tax season: https://hubs.la/H0C1rSD0
Reminder: Thursday is the last day to make contributions and meet deadlines! Take a look at our checklist to make sure you aren't missing anything: https://hubs.la/H0C105p0
Having strategies and plans in place is an essential part of securing your income in retirement. Check out our latest blog post to see what steps you can take now: https://hubs.ly/H0C1nNg0
Merry Christmas from our family to yours!
To celebrate Christmas Eve, we thought we'd share some Christmas photos from throughout the years!
#ThrowbackThursday #ChristmasEve
h2020 was a tumultuous year. We likely had the shortest recession ever and began a new economic expansion. Small business and effective COVID-19 vaccines hold the key to continued economic growth in 2021. Learn more: https://hubs.la/H0CZQ-c0
YAEGERSFINANCIALSERVICES.COM
A New Economic Start in 2021
Retirement is the time in your life when you want to sit back & enjoy the fruits of years of hard work. But when the market is volatile, it may bring additional anxiety and stress. Here are a few simple tips to ease any anxiety during your retirement: https://hubs.la/H0C1n9J0
New Year’s resolutions are the perfect opportunity to finally make the changes you've been putting off or want to start. What are your New Year's resolutions? Comment them below!
Happy New Year! May the new year bring you peace, health, and happiness.
#HappyNewYear #2021
Reminder: Thursday is the last day to make contributions and meet deadlines! Take a look at our checklist to make sure you aren't missing anything: https://hubs.la/H0C105p0
Having strategies and plans in place is an essential part of securing your income in retirement. Check out our latest blog post to see what steps you can take now: https://hubs.ly/H0C1nNg0
Merry Christmas from our family to yours!
To celebrate Christmas Eve, we thought we'd share some Christmas photos from throughout the years!
#ThrowbackThursday #ChristmasEve
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | January 2021
To ease some of the burdens of tax season, we’ve created this helpful guide, which contains all the
information you may need to easily address tax issues and questions that you might face. Check it out: https://hubs.la/H0DkV920
YAEGERSFINANCIALSERVICES.COM
2020/2021 Tax Season Guide
2020 was a unique year, from the longest economic expansion ever to the shortest recession on record. Stock markets are forward-looking, and they want clarity on elections, too. Above all else, 2020 showed our ability to persevere. Learn more: https://hubs.la/H0Dl75z0
YAEGERSFINANCIALSERVICES.COM
10 Economic Lessons From 2020
The start of a new year is the time to make resolutions for change. Whether you are saving for college or building your nest egg, it all comes down to getting your finances in order & focusing on your financial future. Here are some of our tips: https://hubs.la/H0DhS-c0
YAEGERSFINANCIALSERVICES.COM
New Year's Resolutions to Get Your Finances in Order
New Year’s resolutions are the perfect opportunity to finally make the changes you've been putting off or want to start. What are your New Year's resolutions? Comment them below!
Happy New Year! May the new year bring you peace, health, and happiness.
#HappyNewYear #2021
Financial wellness is a critical concept for anyone who wants to be knowledgeable and confident about their finances. What is financial wellness and why is it so important? Learn more: https://hubs.la/H0Dl7gV0
#FinancialWellnessMonth
Democratic control of Congress may not impact 2021 policy as much as many believe. The biggest changes may be around taxes, regulation, and stimulus prospects. With the elections behind us, 2021 policy is coming into focus. Learn more: https://hubs.la/H0DCFzS0
YAEGERSFINANCIALSERVICES.COM
Market Policy Projections for 2021
It takes some organization to keep your tax documents, service records, & paid bills in a format that will allow you to easily access information when you need it. Check out our tips to help keep your documents a little more organized for tax season: https://hubs.la/H0DkV9Q0
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | January 2021
To ease some of the burdens of tax season, we’ve created this helpful guide, which contains all the
information you may need to easily address tax issues and questions that you might face. Check it out: https://hubs.la/H0DkV920
YAEGERSFINANCIALSERVICES.COM
2020/2021 Tax Season Guide
2020 was a unique year, from the longest economic expansion ever to the shortest recession on record. Stock markets are forward-looking, and they want clarity on elections, too. Above all else, 2020 showed our ability to persevere. Learn more: https://hubs.la/H0Dl75z0
YAEGERSFINANCIALSERVICES.COM
10 Economic Lessons From 2020
Fourth quarter 2020 corporate earnings season likely will be the last in this earnings recession. Earnings may grow in the first quarter of 2021 and beyond. The economic recovery can drive a rebound in corporate profits. Learn more: https://hubs.la/H0F689K0
YAEGERSFINANCIALSERVICES.COM
Earnings Recession Is Likely Over
If you haven't, check out our tax season guide to help you get familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season: https://hubs.la/H0Dl6Cf0
YAEGERSFINANCIALSERVICES.COM
2020/2021 Tax Season Guide
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality & justice. #MLKDay
Financial wellness is a critical concept for anyone who wants to be knowledgeable and confident about their finances. What is financial wellness and why is it so important? Learn more: https://hubs.la/H0Dl7gV0
#FinancialWellnessMonth
Democratic control of Congress may not impact 2021 policy as much as many believe. The biggest changes may be around taxes, regulation, and stimulus prospects. With the elections behind us, 2021 policy is coming into focus. Learn more: https://hubs.la/H0DCFzS0
YAEGERSFINANCIALSERVICES.COM
Market Policy Projections for 2021
It takes some organization to keep your tax documents, service records, & paid bills in a format that will allow you to easily access information when you need it. Check out our tips to help keep your documents a little more organized for tax season: https://hubs.la/H0DkV9Q0
Happy Birthday Liz! We hope you have a wonderful day!
Your safety is always important to us especially when it comes to your finances. Here are some tips to follow to protect yourself against identity theft during tax season: https://hubs.la/H0DBFQG0
#TaxIdentityTheftAwareness
When securing your financial future, saving for retirement usually is a no-brainer. But between an IRA, Roth IRA, and the other retirement vehicles, how can you know which plans are right for you? Here are some of your options: https://hubs.la/H0DBFPD0
Fourth quarter 2020 corporate earnings season likely will be the last in this earnings recession. Earnings may grow in the first quarter of 2021 and beyond. The economic recovery can drive a rebound in corporate profits. Learn more: https://hubs.la/H0F689K0
YAEGERSFINANCIALSERVICES.COM
Earnings Recession Is Likely Over
If you haven't, check out our tax season guide to help you get familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season: https://hubs.la/H0Dl6Cf0
YAEGERSFINANCIALSERVICES.COM
2020/2021 Tax Season Guide
Today we recognize Civil Rights leader, Dr. Martin Luther King Jr. and his contribution to equality & justice. #MLKDay
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? Here's how retirement spending changes with time: https://hubs.la/H0FMj-Z0
Each person has a different propensity for risk. When investing, this risk propensity may be used to help assess your asset allocation. The following questionnaire may help determine your risk tolerance: https://hubs.la/H0Dl7fY0
Small cap stocks have outperformed large cap stocks over the last several months. They’re enjoying strong breadth and the earnings outlook is strong. This is a favorable part of the economic cycle. Learn more: https://hubs.la/H0FBN3K0
YAEGERSFINANCIALSERVICES.COM
Small Caps Still Solid
Happy Birthday Liz! We hope you have a wonderful day!
Your safety is always important to us especially when it comes to your finances. Here are some tips to follow to protect yourself against identity theft during tax season: https://hubs.la/H0DBFQG0
#TaxIdentityTheftAwareness
When securing your financial future, saving for retirement usually is a no-brainer. But between an IRA, Roth IRA, and the other retirement vehicles, how can you know which plans are right for you? Here are some of your options: https://hubs.la/H0DBFPD0
#MotivationMonday #BlackHistoryMonth
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | February 2021
Only 1 in 4 Americans feel confident that they will have enough money to live comfortably when they retire. Here are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments: https://hubs.la/H0G13wj0
What does all of this mean for GameStop? Check out our latest blog to learn more about the recent short stock frenzy, a positive earnings season, and how the Super Bowl has historically impacted stocks: https://hubs.la/H0G2vXz0
YAEGERSFINANCIALSERVICES.COM
GameStop: What Does It Mean?
This year we won't be having our Client Kickoff event, so we wanted to share some memories from the past!
#ThrowbackThursday
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy. Learn more: https://hubs.la/H0FY9Fx0
YAEGERSFINANCIALSERVICES.COM
Markets Shrug Off Debt Levels
While the 2020 tax year saw some significant changes, the 2021 tax season seems to be set to be on track with normal filing deadlines. Here are deadlines for this year that you'll want to add to your calendar: https://hubs.la/H0G1df00
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021. Learn more: https://hubs.la/H0Gng560
YAEGERSFINANCIALSERVICES.COM
Raising GDP and Stock Market Forecasts
#MotivationMonday #BlackHistoryMonth
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | February 2021
Only 1 in 4 Americans feel confident that they will have enough money to live comfortably when they retire. Here are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments: https://hubs.la/H0G13wj0
What does all of this mean for GameStop? Check out our latest blog to learn more about the recent short stock frenzy, a positive earnings season, and how the Super Bowl has historically impacted stocks: https://hubs.la/H0G2vXz0
YAEGERSFINANCIALSERVICES.COM
GameStop: What Does It Mean?
Today is #LoveYourPetDay so we thought we'd share some photos of Ruby, Juvie, Chilly, Nala and Heidi! We'd love for you to share a photo of your pets in the comments!
How can you ensure that your trust will help preserve wealth for generations? Here's a few things you should know: https://hubs.la/H0FYWlT0
YAEGERSFINANCIALSERVICES.COM
Using Trusts to Manage Wealth: What Investors Should Know
Interest rates have risen steadily over the past six months but remain low by historical standards. Here are some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk: https://hubs.la/H0GMp0t0
YAEGERSFINANCIALSERVICES.COM
The Search for Income
Celebrate #PresidentsDay by educating yourself on the notable leaders of our country's past!
While the 2020 tax year saw some significant changes, the 2021 tax season seems to be set to be on track with normal filing deadlines. Here are deadlines for this year that you'll want to add to your calendar: https://hubs.la/H0G1df00
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021. Learn more: https://hubs.la/H0Gng560
YAEGERSFINANCIALSERVICES.COM
Raising GDP and Stock Market Forecasts
Increasingly more people realize that their sustainability concerns can be addressed through their investments. Learn more about the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio: https://hubs.la/H0H7nyq0
YAEGERSFINANCIALSERVICES.COM
Sustainable Investing Year In Review
As you get your documents together, check out our tips to keep everything organized and accessible during this tax season: https://hubs.la/H0FYWm90
YAEGERSFINANCIALSERVICES.COM
Tips for Organizing Your Financial Documents
Today is #LoveYourPetDay so we thought we'd share some photos of Ruby, Juvie, Chilly, Nala and Heidi! We'd love for you to share a photo of your pets in the comments!
How can you ensure that your trust will help preserve wealth for generations? Here's a few things you should know: https://hubs.la/H0FYWlT0
YAEGERSFINANCIALSERVICES.COM
Using Trusts to Manage Wealth: What Investors Should Know
Interest rates have risen steadily over the past six months but remain low by historical standards. Here are some unique income ideas for diversifying investor portfolios & potentially reducing interest rate risk: https://hubs.la/H0GMp0t0
YAEGERSFINANCIALSERVICES.COM
The Search for Income
Celebrate #PresidentsDay by educating yourself on the notable leaders of our country's past!
Fourth-quarter earnings season is in the home stretch, and it’s been a good one. This week's update recaps earnings season and thoughts on just how strong the earnings rebound could be in 2021 and beyond. Learn more: https://hubs.la/H0HzZBp0
YAEGERSFINANCIALSERVICES.COM
Here Comes the Earnings Boom
As you prepare to file your taxes, keep some of these tips in mind to make the process a little smoother: https://hubs.la/H0HxJQs0
YAEGERSFINANCIALSERVICES.COM
Tips for Tax Preparation
Happy Birthday Marla! We hope you have a great day!
In case you missed it, check out our blog on key tax deadlines to make sure you file everything on time: https://hubs.la/H0G1dvr0
Increasingly more people realize that their sustainability concerns can be addressed through their investments. Learn more about the increasing popularity of sustainable investing and how it can be a solid addition to any investor portfolio: https://hubs.la/H0H7nyq0
YAEGERSFINANCIALSERVICES.COM
Sustainable Investing Year In Review
As you get your documents together, check out our tips to keep everything organized and accessible during this tax season: https://hubs.la/H0FYWm90
YAEGERSFINANCIALSERVICES.COM
Tips for Organizing Your Financial Documents
#MotivationMonday #WomensHistoryMonth #InternationalWomensDay
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | March 2021
We are so grateful for our YFS team and the ability to help our clients and their families pursue their financial goals! #EmployeeAppreciationDay
401(k) or IRA? There are several key differences between these two kinds of retirement accounts, and your unique circumstances often will dictate whether you contribute to a 401(k), an IRA, or both. Here's what to consider: https://hubs.la/H0HHmGV0
YAEGERSFINANCIALSERVICES.COM
IRA vs 401k: What Savers Should Know
Fourth-quarter earnings season is in the home stretch, and it’s been a good one. This week's update recaps earnings season and thoughts on just how strong the earnings rebound could be in 2021 and beyond. Learn more: https://hubs.la/H0HzZBp0
YAEGERSFINANCIALSERVICES.COM
Here Comes the Earnings Boom
As you prepare to file your taxes, keep some of these tips in mind to make the process a little smoother: https://hubs.la/H0HxJQs0
YAEGERSFINANCIALSERVICES.COM
Tips for Tax Preparation
Don't forget to change your clocks forward an hour tonight!
#DaylightSavingsTime
Don't forget to take a look at our tax guide to make sure you aren't missing any deadlines or filing incorrectly: https://hubs.la/H0H3pfV0
YAEGERSFINANCIALSERVICES.COM
2020/2021 Tax Season Guide
The 10-year Treasury yield continues to climb higher, but remains low by historical standards. This week's update discusses the market signals supporting the potential for stock gains in the current rising rate environment. Learn more: https://hubs.la/H0J0grG0
YAEGERSFINANCIALSERVICES.COM
Rising Rates And Stock Market Performance
#MotivationMonday #WomensHistoryMonth #InternationalWomensDay
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
YAEGERSFINANCIALSERVICES.COM
Monthly Market Insights | March 2021
We are so grateful for our YFS team and the ability to help our clients and their families pursue their financial goals! #EmployeeAppreciationDay
We want to say the biggest thank you to all of our clients. You are what makes our business successful, and we appreciate you.
#ClientsDay
Wishing you all luck and happiness this St. Patrick's day!
With the NCAA college basketball tournament getting underway this week, here's the “Final Four Factors” for the stock market in 2021: Vaccines, Policy, Profits, & Rates. The likely winner will push stocks higher over the balance of the year. Learn more: https://hubs.la/H0JkfWj0
Don't forget to change your clocks forward an hour tonight!
#DaylightSavingsTime
Don't forget to take a look at our tax guide to make sure you aren't missing any deadlines or filing incorrectly: https://hubs.la/H0H3pfV0
YAEGERSFINANCIALSERVICES.COM
2020/2021 Tax Season Guide
The 10-year Treasury yield continues to climb higher, but remains low by historical standards. This week's update discusses the market signals supporting the potential for stock gains in the current rising rate environment. Learn more: https://hubs.la/H0J0grG0
YAEGERSFINANCIALSERVICES.COM
Rising Rates And Stock Market Performance
Investing assets can be a nerve-wracking experience especially during periods of market turbulence. Here are some of the different elements of financial asset management and how asset management may help you stay the course: https://hubs.la/H0JJLfk0
#AssetAwarenessMonth
YAEGERSFINANCIALSERVICES.COM
How Financial Asset Management May Help Investors Stay the Course
The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time. This week's market update takes a look back at what happened last March and the trends of a bull market in year two. Learn more: https://hubs.la/H0JL8KX0
YAEGERSFINANCIALSERVICES.COM
The Second Year Of The Bull Market Begins
There is not a one-size-fits-all formula when it comes to determining how much income you will need in your retirement years. To develop strategies for creating income streams, you should consider the following factors: https://hubs.la/H0JG1Zp0
YAEGERSFINANCIALSERVICES.COM
Retirement Income Planning
We want to say the biggest thank you to all of our clients. You are what makes our business successful, and we appreciate you.
#ClientsDay
Wishing you all luck and happiness this St. Patrick's day!
With the NCAA college basketball tournament getting underway this week, here's the “Final Four Factors” for the stock market in 2021: Vaccines, Policy, Profits, & Rates. The likely winner will push stocks higher over the balance of the year. Learn more: https://hubs.la/H0JkfWj0
