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Search Results for: Finance Management Made Easy
Fourth Quarter 2022 Market Commentary
…[3] BLS.gov, November 10, 2022 [4] SectorSPDR.com, December 31, 202 [5] WSJ.com, December 14, 2022 [6] Finance.Yahoo.com, January 2, 2023 [7] Finance.Yahoo.com, January 2, 2023 [8] Finance.Yahoo.com, January 2, 2023…
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2019 Market Review
…MSCI World Small Cap -12.2% 26.8% Source: Bloomberg Barclays, FTSE, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. All indices are total return in US dollars. Data as of December 31,…
Read MoreAlex Beale
Alex is a Financial Advisor with Patriot, where he builds lasting relationships assisting clients in all areas of their financial lives including investment management & financial planning. Alex enjoys the…
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How To Recover From A Financial Setback: Strategies For Rebuilding
…the first step toward financial stability and peace of mind. https://www.nerdwallet.com/article/finance/what-is-a-debt-snowball https://www.nerdwallet.com/article/finance/what-is-a-debt-avalanche This content is developed from sources believed to provide accurate information and provided by Twenty Over Ten. It…
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Why You Should Plan Taxes 2 Years At A Time
…a time? The Benefits of Planning Ahead When it comes to taxes, it’s easy to procrastinate. But taking a forward-looking, two-year approach can make a meaningful difference. By planning across…
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Last-Minute Tax Prep Tips
With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accurately and on…
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Does The 4% Rule Hold Up?
…the first year. The idea behind this rule is that it’s easy to calculate and provides a benchmark for how much you should spend in retirement. The goal of retirement…
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