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10 key principles to improve your odds of investing success.
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Don't you know money doesn't grow on trees!!? On our last episode we asked you to email us "What you hope your children or grandchildren will learn about money" for a chance to win a copy of Mitch Anthony's Financial Lit Kit. Today, the DHGWA Insights Podcast is joined by our own Skotty Wannamaker to dig into the mailbag, read your answers, and reveal our winners!
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Examining Roth Conversion in the Current Legislative Landscape
The tax-free growth that Roth Individual Retirement Accounts (IRAs) offer have long made them a desirable planning tool, but paying taxes on the initial contribution or conversion can be cost prohibitive, which is why many people prioritize tax-deferred savings for retirement. However, three significant pieces of legislation present unique tax planning considerations in 2020 that take advantage of the many benefits of a Roth IRA.
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Transition Opportunities in a COVID-19 World
COVID-19 has disrupted the construction industry with lasting impacts on operational and financial performance. As the market continues to reshape and evolve, businesses must consider the risks and opportunities to successfully transition into the future.
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Having enough money isn't enough. On today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation. Presented by: Dave Koppenheffer, CFP® | DHGWA Financial Advisor Associate
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During any crisis, the question is always: “Is it different this time?” Our former Chief Investment Officer, Rick Kramer, has lived through some of the worst bear markets this country has ever experienced and in this episode he offers his insights on the current market environment as well historical perspective.
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Financial Fitness Webinar - Personal Planning and What the CARES Act Means For You
DHG Tax and DHG Wealth Advisors are pleased to launch a series of “Financial Fitness” webinars designed to answer important questions when it comes to personal financial and tax planning. Our first session features a panel discussion that examines how individuals are impacted by several key provisions of the recently passed CARES Act, as well as personal planning considerations in the current market environment to keep you focused on your long-term objectives.
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March Madness. It conjures up images of office pools, trash-talking and some of the best college basketball played all year. But 2020 saw a different kind of March Madness as the COVID-19 pandemic spread across the globe impacting the lives of hundreds of millions of people. As the number of cases began to rapidly grow, and the death toll mounted, social distancing and self quarantine guidelines were put in place in an attempt to flatten the curve and reduce the strain on our healthcare system. The result was a “self-induced” economic slow-down the likes of which we’ve never experienced as most non-essential businesses were asked to shut their doors.
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Personal Planning and What the CARES Act Means For You
The COVID-19 pandemic has affected numerous aspects of our daily lives. We are isolated from friends and family, forced to change long-awaited plans and unsure of what the economic future holds. Things that felt important six weeks ago may suddenly feel unimportant or even be forgotten entirely, but it is critical to maintain a long-term perspective when it comes to investing and planning, even in the face of short-term disruption. During these stressful and uncharted times, it is important to stay focused on preserving both your physical and mental well-being, along with your financial well-being.
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It’s hard enough being an investor in good markets, but when markets are volatile – and recently they’ve been extremely volatile – it’s easy to focus on minimizing short-term pain and forget why you chose to invest in the first place. Host John Locke welcomes DHG Wealth Advisors president Will Sneed to discuss the importance of maintaining a long-term perspective.
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