This week’s edition of The Change-up includes a quote by Stephen Covey, how the UAW strike could affect the economy, and tips on buying a new car. Enjoy!
In this week’s edition of The Bullet Points, we share a quote by Albert Einstein, June’s job report, ISM Index, and Meta’s new offering. Enjoy and have a great weekend!
Time to Consider a CD Ladder?
For the first time in my wealth management career, we are getting calls seemingly every day about CD rates.
As the fed continues to raise rates, savers can finally be rewarded for cash. CD's, Treasuries, and Bonds are becoming more attractive with opportunities north of 5 percent!
In this week’s edition of The Bullet Points, we share a quote by Henry David Thoreau, the Raymond James tax reporting schedule, the Federal Reserve’s rate hike, the unemployment rate’s decline, and Facebook’s strong week.
McCall & Associates is proud to announce that our team has been named to Forbes Best-In-State Wealth Management Teams for 2023.
Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a famous quote from Marianne Williamson, a video about how to navigate an inflationary environment, and some of our latest market thoughts. Enjoy!
Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a quote from Steven Covey, author of The 7 Habits of Highly Effective People, , a 60-second M&A Minute video on the best time to take Social Security, a graphic that highlights market performance during inflationary environments, and why bees are now considered fish. Enjoy!
Each week, we share one quote, video, graphic, and story in our weekly newsletter, called The Bullet Points. In this week’s edition, we share a quote from James Clear, author of Atomic Habits, a McCall & Associates blog about what’s on the horizon for the U.S. economy, a 60-second M&A Minute video on the standard deduction, a graphic that shows the importance of staying invested in the market, and a list of the cities with the best work/life balance. Enjoy!
In 2022, the stock and bond markets have experienced historical turbulence. Wednesday, 5/26, marked the 100th trading day of 2022, with the Dow Jones Industrial Average and S&P 500 on track for their worst start since 1970. Leading into this week, the S&P 500 has been down for seven consecutive weeks, a streak only matched 3 other times in history. The bond market has also struggled with its worst start since 1842.
It’s a lot of hard, grueling work to build a career as an optometrist, whether you distribute the W-2s or receive one yourself. There are peaks and valleys, and a long, winding road in between. Your goal is to help your patients see the world healthier, clearer and crisper, and my role is to do the same through the lens of your financial plan.
Retirement, like any other challenge, is a journey that needs preparation. Taking care of a few things on the front end can potentially reduce your stress and increase your savings and quality of life on the back end.
Americans lost track of more than $7.7 billion in retirement savings in 2015 by “accidentally and unknowingly” abandoning their 401(k)s. That begs the question, what should you do with your old retirement plan? What are your options?
In this week’s edition of The Bullet Points, we take a look at the four things you need to know about inflation, the net worth of Americans, Evergrande’s struggles, and the rise in natural gas prices. Enjoy and have a great weekend!
In this week’s edition of The Bullet Points, we take a look at the four things you need to know about inflation, traffic increases at Yellowstone National Park, Intuit’s purchase of Mailchimp, and the latest Retail Sales report. Happy reading!
What is inflation and how do we combat it? Over the last 12 months, we have experienced a rollercoaster of events including the introduction of a new virus, a market pullback, government imposed shutdown, mask mandates, and a dramatic economic recovery. What role will all of this have on inflation going forward?
A musician or entertainer’s income is volatile and sporadic throughout the year. Most are considered self-employed and contribute to their long-term savings through a SEP (Simplified Employee Pension) IRA, as they don’t have access to traditional 401(k)s and 403(b)s.
So when is the best time to sell an investment? Well… it depends, and sometimes… it's best to know a guy.
Control the controllables, plan your finances before each time you receive money. If you don’t have a plan for your income, it will eventually make a plan for you.
The Bullet Points: 6.4.2021. In this week’s financial planning newsletter, we dissect the Child Tax Credit Monthly Payments, discuss hiding money from your spouse, take a look at United Airlines new acquisition, examine the unemployment rate, and share our quote of the week.
Steve recently received a call from a client who got some bad advice. They were feeling guilty about making purchases for themselves without the full support from their spouse. A close friend that they were talking to suggested that they should start hiding money. Don't do this. In this video, Steve walks through how this could affect your marriage, and the precedent it sets in other areas of your life. Last, he gives some suggestions on how to still enjoy spending money on yourself, without experiencing the conflict from your spouse.
If we’re not careful, we can end up in a hole of debt that feels impossible to climb out of. So how do we stop the overspending and turn our financial outlook around? It all begins with budgeting. Establishing a monthly budget to track your spending is key to laying a strong financial foundation.
You have a few side projects that are starting to produce some revenue. Once that side hustle or project starts making a little bit of money, you might consider the following before growing the business.
The Child Tax Credit monthly payments will impact individuals and families in a multitude of ways. Find out how it applies to your specific situation.
The Bullet Points: 5.21.2021. In this week’s financial planning newsletter, we talk about the home buying process from a mortgage lender’s perspective, examine housing starts in April, take a look at the new all-electric Ford F-150, and share our quote of the week.
Each week, we aim to keep you up to date on what’s going on at McCall & Associates, as well as in the world, through The Bullet Points. In this week’s edition, we announce that Barry has been named to Forbes Magazine’s Best-In-State Wealth Advisors list for the second consecutive year, discuss how you can contribute to a Roth even if you make too much, dive in to document delivery, and update our Easter weekend hours.
McCall & Associates is proud to announce that Barry McCall, CFP® has been named to Forbes Magazine’s 2021 list of Best-In-State Wealth Advisors for the second consecutive year.
Each week, we aim to keep you up to date on what’s going on at McCall & Associates, as well as in the world, through The Bullet Points. In this week’s edition, we share our take on digital currencies, unpack the blockage in the Suez Canal, discuss the drop in existing home sales, and look at one key unintended consequence of the Coronavirus.
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