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Does the New SECURE Act 2.0 Impact Me?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress in late 2022. It is designed to encourage Americans to improve their retirement savings plans. Of the many impacts this bill has, here are some of the more important changes that may affect your retirement plans. I actually really like…
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2022 Investment Market Recap
It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, and 20.44% respectively. We haven’t seen steeper declines since the recession of 2008. Tech stocks were some of the hardest hit. The Nasdaq, which measures…
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The Power of Compound Interest
A dollar is worth more today than it is tomorrow, and with the help of compound interest, that couldn’t be truer. This concept is often referred to as the “time value of money” and it shows us that those who are too hesitant to invest their money are in fact, choosing a negative investment. It…
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Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so many put off investing until much later in life, when the greatest potential for long term growth has already passed. As it is important to…
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The Crypto Conundrum Investing Class
Wednesday October 26, 2022 6:30 PM Come join our free investing class about the ever growing digital currency craze. Should I dedicate a portion of my money to crypto-based investments? When there are always trending stories of those …
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Gearing Up for the Next Crash Webinar
Wednesday May 4, 2022 4:00 PM to 5:00 PM I am doing an investing class live webinar for clients and guests. Cost- Free Date- Wednesday, May 4th, 2022 Time- 4:00 PM Where- Online through Zoom Topic- Gearing Up for the Next Crash Are you wond …
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Gearing Up for the Next Crash-Investing Class
Wednesday April 6, 2022 6:30 PM Come to our free investing class here in Idaho Falls. Are you wondering if there could be a stock market crash in the near future? You are not alone. In this class we will go over all of the stock ma …
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Separating Myths From Truths: The Story of Investing
Wednesday February 2, 2022 6:30 PM to 8:00 PM Come and join us for this free investing class in Idaho Falls. Seating is limited, so RSVP now if you want a seat. Dinner will be provided. We will discuss the topics of mutual funds, stocks, market …
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Cryptocurrency: Are you missing out?
Do you suffer from FOMO? FOMO stands for Fear Of Missing Out. Just about everyone suffers from this in one way or another. Bitcoin and Dogecoin, among other cryptocurrencies have become household words and their popularity is exploding. So what is cryptocurrency, and is it something you should invest in? What is cryptocurrency? Cryptocurrency is…
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Topic: TBD
Wednesday June 23, 2021 6:30 PM to 8:00 PM Location: Dixie’s Diner, 2150 Channing Way, Idaho Falls 83404.
