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  1. Home
  2. Archived Blog
  3. March 2018

March 2018

Equities Slump for Second Week

Submitted by Guidant Planning on March 27th, 2018

March 26, 2018–U.S. stocks ended sharply lower last Friday, capping the three main domestic indices with their worst weekly decline in over two years amid uncertainty over a potential trade war with China. Investors were also vexed over by higher borrowing rates which, together with retaliatory trade tariffs, could hinder economic growth.

Tags:
  • Weekly Vantage Point
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Four Tips for Downsizing in Retirement

Submitted by Guidant Planning on March 25th, 2018

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven't reached your retirement savings goals.

1. Set goals for downsizing

Tags:
  • General Education
  • off topic
  • retirement
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Equities Slump on Trade Worries

Submitted by Guidant Planning on March 20th, 2018

March 19, 2018–U.S. stocks posted modest gains on Friday, paring four days of declines, after investors cheered unexpectedly strong factory output and consumer sentiment data, overshadowing worries about potential trade wars.

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Due Date Approaches for 2017 Federal Income Tax Returns

Submitted by Guidant Planning on March 18th, 2018

Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You'll need these records whether you're preparing your own return or paying someone else to prepare your tax return for you.

Tags:
  • Taxes
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College Saving: How Does a 529 Plan Compare to a Roth IRA?

Submitted by Guidant Planning on March 11th, 2018

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement. But a funny thing happened along the way — some parents adapted the Roth IRA as a college savings tool.

Tags:
  • financial planning
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Cartoon: It's Tax Time Again!

Submitted by Guidant Planning on March 6th, 2018

Tax Time.jpg

Forefield, Inc. Copyright 2018 Forefield, Inc.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018

 

Tags:
  • Taxes
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MARKET MONTH: FEBRUARY 2018

Submitted by Guidant Planning on March 1st, 2018

Market Month: February 2018

Tags:
  • A Month In Review
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