Psalm 119:105
Advisor Insights
For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable.
10 Tax Law Changes That Could Improve Your Refund
Advisor Perspectives For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable. Recent...
New Stretch IRA Rule Could Cost Your Kids Thousands
Starting in 2020, when an IRA (401k & Roth included) is inherited, the beneficiary has to distribute the entire IRA within 10 years of the date of death. That means the IRA has to be fully taxed within 10 years and the tax-deferred compounding ends.
Do Stock Market Losses Have You Concerned?
Advisor Perspectives For Lightpath, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable. Many of our past...
Economic Update for November 27, 2017
The University of Michigan’s monthly gauge of how households perceive current and future economic conditions ended the month at a mark of 98.5.
Economic Update for November 20, 2017
Consumer costs ticked up just 0.1% in October, according to the Department of Labor. The marginal monthly gain left the annualized increase in the headline Consumer Price Index at 2.0%, down from 2.2% a month earlier.
Economic Update for November 13, 2017
The University of Michigan’s monthly gauge of U.S. household sentiment fell to 97.8 in its initial November edition; analysts polled by Bloomberg estimated it would tick up to 100.8.
Economic Update for October 23, 2017
Housing starts slumped 4.7% in September, the Census Bureau reported last week. Building permits also declined, decreasing 4.5%.
The Impact of Negative Market Returns
Compounding is the snowball effect where gains are reinvested over time to accelerate the growth of your investment account. However, nothing melts that snowball more rapidly than negative market returns.
Economic Update for October 16, 2017
Retail purchases rose 1.6% during September as households and businesses replaced cars and trucks damaged in hurricanes. This was the best monthly advance recorded by the Department of Commerce since March 2015, and the gain was 1.0% even with auto buying removed.
Economic Update for October 9, 2017
For the first time in seven years, the economy went a month without payroll growth. The Department of Labor’s September employment report revealed the impact of Hurricanes Harvey and Irma.