by lindapowell | Sep 11, 2020 | Articles, In The News
What you should know about the change The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon...
by lindapowell | Sep 11, 2020 | Articles, In The News
Here’s what the recent rally could mean for you Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study found that between the...
by lindapowell | Aug 12, 2020 | Articles, In The News
It’s almost here – some important facts and a date to remember Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions...
by lindapowell | Jul 14, 2020 | Articles, In The News
Focusing on Your Strategy During Turbulent Times Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also...
by lindapowell | Jun 17, 2020 | Articles, In The News
This vital investment account question should be answered sooner rather than later Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply...
by lindapowell | May 11, 2020 | Articles, In The News
Answers to some frequently asked questions The federal government is providing a little economic relief to many taxpayers. The Internal Revenue Service is sending millions of Economic Impact Payments – or as they are commonly called, stimulus checks – to households....