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The past year has been one of greater market volatility and downturns due to increased interest rates, looming trade wars, and prospects of recession. Downturns are a normal and expected part of the market cycle. While we have been experiencing a boom in market values for the better part of the past ten years, we are now heading into a period where investors tend to focus on Preservation of Capital.
Recent headlines would make you think the sky is falling (e.g., “Investors are officially panicking” ), and the stock market is oscillating wildly. One day it’s a record-breaking high, while the next is a record-breaking sell-off. This roller coaster of a market can really make your stomach drop if you let it.
Happy New Year! Each new year brings new challenges in the market and new rules issued by Congress! The following are real questions posed by real clients. We hope that you find an answer to some of your questions here as well. Continue sending questions to any of our advisors to make this regular newsletter section up-to-date and relevant for other clients.
Happy New Year! Now is a great time to assess your retirement and savings strategies and plan for the year to come. Keep in mind you can still contribute to an existing traditional IRA, Roth IRA or Coverdell Education IRA for 2018 until April 15th.