News

7 Ways The New Tax Bill Could Impact Retirement Planning

By Jamie Hopkins The Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aimed at increasing taxes to pay for other social policies and government infrastructure initiatives, there are a number of provisions that would change retirement planni …
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Markets’ Rally From Thursday’s Sell-Off

Bob Phillips joined Oliver Renick to share his thoughts on the continued market volatility surrounding fears of a second wave of coronavirus. Additionally, he highlights where he is finding opportunities in the market. Full video on TD Ameritrade Network

Risky Stock Trades Back in Fashion as Investors Play Catch-Up

While economic data is still weak, the consensus among investors indicates that the worst is over. Bob Phillips weighs in as investors look for areas of improvement in the market as more sectors are participating in the recovery of the economy. Full article on Bloomberg

Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to C …

Stock Market Meltdown’s Historic Velocity Bruises Investors

Markets faced a historic downturn in March amid the coronavirus crisis. Leslie Thompson notes while there is value in the market, she is reducing investments in stocks and raising cash until more stability is gained. Full article on The Wall Street Journal

In Midst of Chaos, Nasdaq ETF Gets Biggest Inflow in Two Decades

As historic volatility continues to drive market activity, Bob Phillips weighed in on the best place for investors to re-enter the market, noting the tech stocks as a good place to dip your toes back in the water. Full article on Bloomberg News
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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