Blog
Volatility & the New Reality
Submitted by Desmond Wealth Management, Inc. on April 3rd, 201810 Things To Do Right Now While Markets Are (Not Really) Tanking
Submitted by Desmond Wealth Management, Inc. on March 26th, 2018You, Your Financial Well-Being and the Federal Reserve
Submitted by Desmond Wealth Management, Inc. on March 20th, 2018After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015: The U.S. Federal Reserve (the Fed) raised the federal funds rate by 0.25 percent. Because it was the first rate increase since June 2006, it was reported as “a historic moment.” Since then, the Fed has made several modest increases.
Charitable Giving Under New Tax Laws - Understanding the Donor-Advised Fund (DAF) .
Submitted by Desmond Wealth Management, Inc. on March 13th, 2018No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish.
Is Now the Time to Convert your IRA into a Roth?
Submitted by Desmond Wealth Management, Inc. on March 5th, 2018The Vital Role of Rebalancing
Submitted by Desmond Wealth Management, Inc. on February 26th, 2018If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that, and staying on track toward your personal goals while you’re at it? Guess what? There is. It’s called rebalancing.
Rebalancing: How It Works
Ten Financial Best Practices to Jump-Start Your New Year
Submitted by Desmond Wealth Management, Inc. on February 20th, 2018Now that 2017 is a wrap, and we are well into 2018, we wanted to share one of the best presents you can bestow on yourself and your loved ones - the gift of proper preparation for rest of the year. Want to get a jump-start on it? Here are 10 financial best practices to energize your wealth management efforts.
QUARTERLY MARKET REVIEW - Q4 2017
Submitted by Desmond Wealth Management, Inc. on February 16th, 2018As the 2017 market analyses have begun rolling in, so too have the reports of long and strong positive performance from almost every corner of the market. One Wall Street Journal (WSJ) year-end report summarized: “Sure, U.S. stocks had solid gains, but investors who bought copper, Argentine stocks, and lumber futures would have also ended the year with hefty profits.”