Stocks Keep Moving Higher//Protect Your Online Identity

Optimism combining 2 recent stimulus packages, the Fed buying $120 Billion of Government and Mortgage debt per month, warm weather, the economic re-opening and now a proposed 2 PLUS-Trillion-Dollar “infrastructure” plan has money pouring into the stock market. It was recently reported that more new money has entered the stock market in the last 5 months than the combined prior 12 years.  That’s a huge WOW!!  Kind of explains the market direction.

Questions on most investor’s minds; will this continueHow high will markets go?  Will we ever have a true correction?  Will all of this money cause inflation and catch people with their pants down?  As always, time will tell!

Last week, most stocks rose with the Dow rising 1.99%, the S&P 500 2.76% and the Nasdaq leading the way, up 3.13%.  Small caps bucked the weekly trend and were down (.46%). Over the pond, developed markets rose 1.81% with Emerging Markets down (.56%) Bond yields have stabilized for now, with the 10-year yield @ 1.67%.  Looking forward to seeing the path of bonds as the economic activity starts to percolate as suggested by most.

Protect Your Identity

It is so critically important to protect your identity, email, financial accounts, and everything you do on-line.  Cyber-Criminals are becoming excellent in learning how to scam and cause harm to your bottom line.

Over the last few years, I’ve received many calls from clients whose emails were hacked, credit card numbers stolen, social security numbers breached, etc.  I’ve even had criminal hack a client’s email and attempt to have us send money to a third party.  This criminal typed the email exactly how the client would have, as the criminal had access to the 10+ years of email history between us!

On Tuesday, April 20th @ 10:30am, we are presenting ways to protect yourself from Identity Theft and Cyber Crime.  A former FBI agent will be discussing what you can immediately (and easily) implement in order to protect yourself! Spending 45 minutes learning how to protect yourself online is definitely well worth it!

If you have not already registered, click here to sign up. Feel free to reach out to Ellen with any questions.

Social Security Webinar 

For those who have not yet applied for Social Security! Do you desire experienced, accurate information to assist you in making one of the most important decisions for your retirement?

Tuesday, April 27th @ 6:30pm in conjunction with Jefferson Hospital, we will be hosting our virtual Social Security Planning Workshop.  The presentation will last 45 minutes with time at the end for unlimited questions.

Please click here to register.

Retirement Tax Planning Workshops – IN PERSON THIS FALL! 

Your largest partner in retirement (believe it or not), is the IRS!!  Think about the percentage of tax you pay each time you take a withdrawal from a retirement account.  If you take too much, you may push yourself into higher tax brackets and pay more for Medicare, in addition to other tax issues. We also believe that most likely, tax laws will change going into 2022…


Keep a look-out for 3 dates for our IN-PERSON workshops in the fall! Workshops will take place at the Woodcrest Country Club beginning in September. Stay tuned for more details.

I am so much looking forward to again, presenting educational workshops for those of you who are serious about planning for your retirement years. Just as all of our workshops since 2009, there is no cost, the content is purely educational, and questions are encouraged throughout the entire evening!








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