by lindapowell | Aug 9, 2022 | Articles, In The News
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified...
by lindapowell | Jul 20, 2022 | Articles, In The News
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1:...
by lindapowell | Dec 8, 2021 | Articles, In The News
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts...
by lindapowell | Dec 8, 2021 | Articles, In The News
One lesser-known indicator is called the Baltic Dry Index You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are...
by lindapowell | Nov 3, 2021 | Articles, In The News
Thinking about donating? Think of these choices. The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift....
by lindapowell | Oct 18, 2021 | Articles, In The News
5.9% is the biggest COLA increase in decades On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades....
