Paul Deer, CFP®
Weekly Market Digest: A CFP®’s Take on the Potential Purdue Pharma Settlement
This week markets continued their volatility on the back of increasing tensions between the US and China, with additional tariffs going into effect the day before Labor Day. Despite continued volatility, equity markets clawed back some gains from last week’s...
Weekly Market Digest: What’s Happening with Brexit?
This week, US equity markets climbed higher from the last week, led largely by some of the most well-known technology companies, while other asset classes had a relatively uneventful week. Some of the US’ largest Tech Companies were under fire this week for...
Early Mortgage Payoff: Should You, or Shouldn’t You?
If you don’t have enough money to do both, is it smarter to pay off your mortgage early or invest your money in the financial markets? For most working people, these are choices that need to be considered. So, does it make more sense to own your home as soon...
Weekly Market Digest: Let’s Talk About Stock Buybacks
This week markets remained volatile as investors digested both last Friday’s Tariff increases by the United States, and China’s subsequent tariff retaliation on Monday. Markets initially reacted poorly to the escalating tariffs on Monday, but rebounded over...
Weekly Market Digest: Week Ends With Volatility
This week US and Global markets grappled with what to weigh more heavily – the benefit of a broader extension of an easy monetary policy from US and European central banks, or concerns around the state of global economic growth (the very same reason...
Weekly Market Digest: Fed Maintains Positive Outlook
On Friday, President Trump announced flexibility on extending the March 1st deadline on the current trade deal with China. Over the past several months concerns over the impact of an escalating trade war with China have frequently infused volatility into the...
What is a 1099 Form?
What is a 1099 Form — And Why Are They Important? As you pull together all the documents you’ll need to prepare your federal tax return for the 2018 tax year, you may have received an IRS form 1099. But you might not be clear on exactly what this tax form is...
How Will Tax Law Changes Affect Me in 2019?
Tax Law Changes: 2019 For a complete guide to filing your income taxes from the 2018 tax year, read our 2019 Tax Guide. How Tax Law Changes Could Affect Your 2018 Income Tax Return The tax-filing season that just got underway is the first one under the major...
Weekly Market Digest: The Government Reopens & January Remains Strong
Last minute on Friday of this week President Trump announced that a tentative deal had been reached to reopen the Federal government for a period of three weeks. This brings temporary respite to the roughly 800,000 Federal workers in the form of back pay,...
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