This report features world capital market performance for the past year. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
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The CPA Financial Planner Newsletter | January 2021
Start off the new year by learning how to avoid financial pitfalls, considering sequence risk in retirement planning, and some tips on avoiding burnout.
The CPA Financial Planner Newsletter | December 2020
This month, see how others are spreading generosity, learn the differences between long-term care and hybrid life insurance, and peruse some lessons from the lockdown.
How Much Impact Does the President Have on Stocks?
Explore how much of an impact each president has had on the economy and the stock market over the last 90 years. The consistent upward march of US equities regardless of the administration demonstrates the importance of a long-term investment approach.
The CPA Financial Planner Newsletter | November 2020
This month, discover seven year-end tax tips for 2020 and consider these three factors before moving for retirement. Additionally, find out what coverage changes can be made during Medicare open enrollment.
Quarterly Market Review | Q3 2020
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.
The CPA Financial Planner Newsletter | October 2020
This month, consider these three questions during open enrollment and learn about advance medical directives. Additionally, discover how many individuals work in retirement and find out about three sources of tax-free income.
The CPA Financial Planner Newsletter | September 2020
This month, discover how return of premium term insurance compares to straight term insurance and find out how the Federal Reserve has increased its balance sheet to provide liquidity during the COVID-19 pandemic. Additionally, learn the differences between investing for short-term goals and long-term goals.
The CPA Financial Planner Newsletter | August 2020
This month, find out how COVID-19 has impacted the college landscape and learn if you could be responsible for your parents’ nursing home bills. Additionally, discover three things to consider before your next trip.
Quarterly Market Review | Q2 2020
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview then features the returns of stock and bond asset classes in the US and international markets.