RSSArticles

The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Financial Planner

The Pros and Cons of Early Retirement Plan Rollovers – Presented by Mark K. Lund, Financial Planner

Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account? Were you aware that you could do…

Continue Reading

Details on the Tax Deadline Extension – Presented by Mark K. Lund, Financial Advisor

Details on the Tax Deadline Extension – Presented by Mark K. Lund, Financial Advisor

The I.R.S. is giving you three additional months to file and pay. The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes…

Continue Reading

A Stock Market Lesson to Remember – Presented by Mark K. Lund, Financial Advisor

A Stock Market Lesson to Remember – Presented by Mark K. Lund, Financial Advisor

Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March…

Continue Reading

The Federal Reserve’s Unprecedented Moves – Presented by Mark K. Lund, Investment Advisor

The Federal Reserve’s Unprecedented Moves – Presented by Mark K. Lund, Investment Advisor

What they are. How they help. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has had on global and…

Continue Reading

Saving Early & Letting Time Work for You – Presented by Mark K. Lund, Financial Planner

Saving Early & Letting Time Work for You – Presented by Mark K. Lund, Financial Planner

The earlier you start pursuing financial goals, the better your outcome may be. As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you. The effect of compounding is huge. Many people underestimate it,…

Continue Reading

The Federal Reserve’s Unprecedented Moves
 – Presented by Mark K. Lund, Investment Advisor

The Federal Reserve’s Unprecedented Moves
 – Presented by Mark K. Lund, Investment Advisor

What they are. How they help. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has had on global and…

Continue Reading

When a Windfall Comes Your Way – Presented by Mark K. Lund, Financial Planner

When a Windfall Comes Your Way – Presented by Mark K. Lund, Financial Planner

What do you do with big money? Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention,…

Continue Reading

Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor

Key Provisions of the CARES Act – Provided by Mark K. Lund, Financial Advisor

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental…

Continue Reading

Pullbacks, Corrections, and Bear Markets
 – Provided by Mark K. Lund, Financial Advisor

Pullbacks, Corrections, and Bear Markets
 – Provided by Mark K. Lund, Financial Advisor

What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s different.” When the market drops, some investors lose perspective that…

Continue Reading

Should You Care What the Financial Markets Do Each Day? Presented by Mark K. Lund, Investment Advisor

Should You Care What the Financial Markets Do Each Day? Presented by Mark K. Lund, Investment Advisor

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks slip,…

Continue Reading