Posts by Craig Kirsner, MBA
Stock Market Storm Trackers Have Their Eyes on the Skies
The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare. Plotting the course of the stock market can help us mitigate risk, much like plotting a hurricane’s trajectory. Tornadoes are smaller than hurricanes. They strike hard and largely unexpectedly.…
Read MoreAre You Uncomfortable With the Losses You Might Have Incurred in October 2018?
After the crash of 2008 – 2009, the stock market has been going up for 9 long years, one of the longest bull markets in history. However, in 2018 the market has been quite volatile after many years of very low volatility. For example, October saw the S&P 500 down 6.9% and tech stocks took…
Read More7 Ways the Recent Tax Reform Could Affect Your Retirement Investments
7 ways the Tax Cuts and Jobs Act could impact retired investors A great deal has changed under the recent Tax Cuts and Jobs Act. Many changes may be for the better, some for the worse, and some hardly noticeable at all. What matters is that saving and investing during retirement has changed. Understanding the…
Read MoreExplaining the Fixed Index Annuity (FIA) – A Better Alternative to Bonds according to Ibbotson Research
The pros and cons of diversifying your asset portfolio with a Fixed Index Annuity (FIA) There are many ways to preserve or grow your wealth at retirement. But before investing, you want to be sure that you understand each option and the risks involved. It’s especially important to understand the contract with your insurance provider…
Read MoreUnderstanding How Broker-Dealers Make Their Money – and Handle Yours
By Craig Kirsner, MBA, Nationally-Recognized Author, Speaker, Retirement Planning Professional and President of Stuart Estate Planning Wealth Advisors The trusted handshake concept is set to tighten up under a new SEC rule The role of a broker-dealer is to offer secure financial advice and investment opportunities to clients. Both aspects of the job require different…
Read MoreNo Two Retirees Look Alike – And Neither Do Their Investment Strategies
A detailed, customized analysis that speaks to your retirement needs and risks While it would be nice if one investment strategy worked to provide a financially-secure retirement for everyone, the truth is there is no such thing. You can’t rely on stereotypes or generic, well-meaning advice on strategy, even if it comes from so-called…
Read MoreWhy Many Retirees Should Stay Away from Variable Annuities
Some mistakenly believe that variable annuities are an always attractive investment option because they provide guaranteed income for life The promise of retiring while still receiving a paycheck is an exciting prospect. But while it is true that variable annuities can provide income, they may not be a suitable investment for retirees. It can be…
Read More7 Golden Rules for Investing and Advanced Estate Planning
You’ve worked hard to build your nest egg. To protect it, for yourselves and for your heirs, follow this set of golden rules. We’ve seen this movie before — sky-high stock prices, sky-high real estate prices, and the Fed raising interest rates. We also saw how those times ended in 2001 and 2008. At this…
Read MoreCharity auction steakhouse dinner package for 2 and book. If you know of any upcoming charity events we have a steakhouse dinner and book raffle package to donate for their auction so please let us know!
Hi, like many of our clients we are charitably inclined… I believe it’s important to give back to those less fortunate than ourselves. So we have created an auction dinner package to donate to any upcoming charity events that you may know of for them to help raise money for their charity. It includes…
Read More7 Steps to Change Your Domicile to Florida
Tax benefits and sunshine: What’s not to love? For many reasons including the great weather, many people choose to purchase property and spend time in Florida. Florida also has several significant tax benefits for its residents; however, qualifying for these benefits depends on whether Florida is your primary residence. Two of the best Florida tax…
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