Stock Market Commentary October 2024
Federal Reserve cut rates 0.5% in September 2024. Learn how jumbo rate cuts affect bonds, loans, investments, and your financial planning strategy.
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Federal Reserve Interest Rate Policy: What Investors Need to Know
One of the hottest conversations lately has been the Federal Reserve and its decisions toward monetary policy. This blog will be diving into how this may impact the overall economy along with bond investments. We will also touch on what expectations are for the next FED meeting in mid-September. To learn more about monetary policy,
Continue ReadingZach Bachner•
Stock Market Commentary September 2024
Watch this Month’s Market Commentary on Youtube CLICK HERE – Market Commentary September 2024 – Summit Financial Consulting LLC Could Presidential Election Outcomes Lead to Market Volatility? Since our last update, the preliminary polling is suggesting that we are going to have a very close Presidential election in November, with a few important swing
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Cybersecurity Tips to Help Safeguard Financial Information
We believe that it is our duty to help educate our clients on proper cybersecurity protocols to help protect their information and privacy. While we take adequate steps to ensure our office remains protected, a lot of damage can be done to our clients from their homes. We believe that adequate cybersecurity knowledge is important
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Understanding SECURE 2.0: New Rules for Beneficiaries of Retirement Accounts
The recent SECURE 2.0 legislation has changed a handful of rules pertaining to retirement accounts, including the distribution requirements of beneficiaries. Key Changes in Distribution Requirements Previously, the rules were more lenient, allowing beneficiaries to extend the annual required minimum distributions over their expected lifetime. This has been changed, and now we see one
Continue ReadingZach Bachner•