Financial Planning Fridays

  |  July 31, 2020

In uncertain times like these, it's more important than ever to manage your finances and plan for the future. Which is why REDW Wealth is offering a series of complimentary webinars that will provide practical and up-to-date guidance for individuals and business owners to help them reach their financial goals. Read more. Read More

Financial Advisors No Longer Compelled to Use the Department of Labor’s Fiduciary Rule

  |  June 28, 2018

A rule requiring financial advisors to act in their clients’ best interests with regard to retirement accounts has been ended by a U.S. court. The “fiduciary advice rule” made investment advice standards for retirement savings tougher, requiring investment professionals to put clients’ interests ahead of their own with regard to retirement accounts. Read more. Read More

How the New Tax Law Will Change Wealthy Americans’ Financial Plans

  |  March 9, 2018

To achieve your financial goals, your financial plan should be reviewed periodically to ensure it accounts for personal as well as macro-economic changes. This could not be more relevant given the recent passage of the Tax Cuts and Jobs Act. In fact, a recent poll conducted by the AICPA (American Institute of Certified Public Accountants) found that “three in five Americans said they’re very or somewhat likely to change their personal financial plans” as a result of the new federal tax law.

As you discuss your specific needs with your personal financial planner, the following article from the Journal of Accountancy details three strategies you may want to consider.

If you have any questions regarding the article or other issues related to your financial plan, please contact Paul Madrid at REDW Stanley. Read More

Market View (April 2017) – Policies and Investing

  |  April 12, 2017

President Trump certainly elicits strong emotions from a large percentage of the population. In the days following the election, many equity markets went up in value. Generally, the policies of the new President were viewed as positive for economic growth. As economic data continued to improve since November of 2016 both domestically and globally, capital markets continued to improve. With the new Congress, we have begun to learn that legislative change does not necessarily go easily.

Politics, policies, and economic growth certainly intersect, and it is easy to allow one’s political leanings to overly influence investing decisions or outlook. What then are the broad principles that should be used in evaluating policies? Read more. Read More