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.
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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.
Read moreQuarterly 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.
Read moreThe 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.
Read moreThe 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.
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