Hello everyone, my name is Matt Stadelman and I’m a partner at Navalign and I’m also an Accredited Investment Fiduciary.
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Hello my name is Chris Carter I’m a partner at Navalign. I’ll spend the next 10 minutes or so on a market overview and some of our thoughts going into 2020.
Hi everyone and thank you for joining us today, my name is Stephen Rischall, I am a Certified Financial Planner and I’m one of the partners at Navalign.
Many people dream of the day that they can cast their suit aside, and live the glorious life of the Hawaiian shirt attired retiree.
The Coronavirus has been in the news lately and with good reason. As you are probably aware by now, this new virus was identified in China and has since spread to many countries across the world, even with some cases showing up here in the US.
Both stocks and bonds appreciated sharply in 2019. The key driver was the Federal Reserve’s sharp U-turn towards accommodative monetary policy.
As you start a family, your probably also going to start thinking more about certain financial matters. Things change when you have kids, so the right kind of planning can assist in making the transition less stressful down the road.
If you ask someone “who is the world’s greatest investor” there’s a good chance they may say Warren Buffett. There isn’t a formal award for the world’s greatest investor and there are, of course, many other deserving professional investors, but one thing is certain: the “Oracle of Omaha” is greatly admired by many in the investment world.
Whether you realized it or not a big change was made in the final days of 2019 that will affect your retirement savings in 2020 and beyond.
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 TITLE I: Expanding and Preserving Retirement Savings Section 101.