The Importance and Mechanics of 401(k) Rollovers: Securing Your Retirement
Asset Strategies
October 22, 2023
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Financial Insights Blog
Financial Planning News & Information
From money saving tips to the intricacies of investment and wealth planning, our Financial Insights Blog offers advice and clarity on your most pressing financial concerns. Need answers to your questions right away? Schedule a 15-minute phone consultation with one of our advisors at no cost!
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Happy birthday 🎈
Happy Birthday, Mandy!! 🥳 Hope your day is as amazing as you are!!
Happy Birthday, Mandy! So very thankful for you.
History suggests that a U.S. president’s political party may not be as important for stock market performance as you might assume!
SOURCE: Truist IAG, Bloomberg.
Past performance is no guarantee of future results. The S&P 500 Index is an unmanaged index generally representative of the U.S. market for large capitalization equities. This unmanaged index does not reflect fees and expenses and is not available for direct investment.
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Please welcome Nicole Norris, our newest advisor, who will be working out of our Lincoln location. We’re excited to have her as a part of our team!
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Welcome to the team, Nicole!!
We can't wait for you to meet them ~ they are wonderful additions to Asset Strategies!
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While the RATE of inflation may be trending lower, that doesn’t mean prices are coming down. Take a look at this:
Consumer Price Index Increases over the Last 4 Years...
Medical Care +8.9%
Apparel +15.6%
Food at Home +20.5%
Food Away from Home +25.8%
New Cars +20.9%
Used Cars +31.1%
Shelter +22.6%
Electricity +31.6%
Gas Utilities +32.8%
Transportation +45.6%
Home Prices +47.1%
Fuel Oil +76.6%
Gasoline +92.4%
U.S. WAGES +17.1%
SOURCE: The Week in Charts, 06/12/24, Charlie Bilello
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Blunt advice from Dave Ramsey:
"Quit trying to borrow your way through all of your dreams. You'll end up turning them into nightmares."
He advises paying off debt first before investing and we concur.
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The Importance of Investment Planning: Building a Secure Financial Future
Asset Strategies
October 3, 2023
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How the SECURE Act Changes RMDs – What Investors Need to Know
Mandy Miser
October 2, 2020
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