Roth vs Traditional 401(k): Which one makes sense for me?

Live Webcast – 12:oo PM CDT on June 18, 2021  Join our fiduciary financial advisors for an informative discussion on Roth vs. Traditional 401(k). Attendees will learn how to determine which one is right for them, steps they can take to improve their retirement outlook, and 5 ways to create financial security. Finally, following the […]
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What Biden’s Tax Proposals Mean to Your Financial Plan

By Nicholas Economos, CRPS® Key Points Thinking with a tax mindset: While changes in taxes aren’t a certainty, if they do happen, investors should increasingly consider thinking about their financial plan and portfolios with a tax mindset. Changes in policy should trigger changes in behavior: The recently proposed changes would affect taxpayers differently, or not at […]
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https://fiduciaryfinancialpartners.com/bidens-tax-proposals-american-families-plan/

Q1 2021 Market Review

Live Webcast – 1:oo PM CDT on April 28, 2021  A live webinar on Q1 2021 capital market performance during an eventful quarter which included the presidential transition, GameStop turmoil, and the covid relief bill. We will look at the returns of stock and bond asset classes and followed by Q&A. Presenters: Nicholas Economos, CRPS®, […]
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https://fiduciaryfinancialpartners.com/q1-2021-market-review/

Markets & Elections: What should investors do?

Live Webcast October 29, 2020 Join us for a live presentation where we will review 3rd quarter market performance, discuss the amazing recent outperformance of a handful of the largest companies in the U.S. (Microsoft, Apple, Google, Facebook and Amazon), and provide insight on what happens once companies become one of the 10 largest in […]
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Q1 2020 Market Review

Live Webcast — April 21, 2020  — 12:00-1:00 pm A live webinar on Q1 2020 capital market performance during a quarter which felt the impact of COVID-19 & the Russian-Saudi oil price war. We will look at the returns of stock and bond asset classes and followed by Q&A. Presenters: Nicholas Economos, CRPS®, Managing Principal […]
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https://fiduciaryfinancialpartners.com/q1-2020-market-review/

The CARES Act: What it means to me

Live Webcast — April 9, 2020  — 12:00-1:00 pm The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 Act is an estimated $2 trillion stimulus package, including nearly half a trillion dollars in individual rebate checks. Please join us for a live educational webinar on The CARES ACT to learn about the main […]
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https://fiduciaryfinancialpartners.com/the-cares-act-what-it-means-to-me/

Managing Investments: Five Informed Decisions Every Investor Needs to Make

Webinar Recorded December 3, 2019  It feels like we are bombarded with information about capital markets every day. Our news feeds are clogged with stories about IPOs, trade wars and the Federal Reserve. Should we be buying or selling? Is the market on the verge of collapse or another all-time high? With all this noise, […]
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2020 IRS Contribution Limits for Retirement Plans

By Nicholas Economos, CRPS® Earlier this month, the Internal Revenue Service announced cost‑of‑living adjustments and increased retirement plan contribution limits for tax year 2020. The IRS raised the 401(k) contribution limit by $500 to $19,500, but the limit on contributions to individual retirement accounts remains $6,000. For plan participants aged 50 and over, the 401(k) catch-up contribution limit will also […]
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https://fiduciaryfinancialpartners.com/2020-irs-contribution-limits-for-retirement-plans/

Organizing Finances Marie Kondo Style To Spark Joy

By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Getting organized is such a hot topic right now, a Wall Street Journal article on decluttering books cluttering our bookshelves was front-page news earlier this month. Annual print sales of books on organizing nearly doubled in the past year, as authors chased one of the hottest trends and the […]
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Fiduciary Fun: Goals & Values Brainstorming

By Miaciah Manuel, CFP®, Fiduciary Financial Advisor Fun isn’t usually the first thing that comes to mind for most people when the word “fiduciary” is mentioned — but what isn’t fun about dreaming up the best possible life for you and your family? Even more fun, what if you had a systematic way to prioritize those […]
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