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New Infections Increase Anxiety

Stocks remain mixed amidst news of another COVID-19 vaccine option. New infections and state lockdowns eroded the stock gains of the vaccine announcement. Federal Reserve Chairman, Jerome Powell, warns that an increase in infections could prolong economic recovery.

Market Update COVID-19 Financial Advisor Stock Market Wall Street By on Nov 24, 2020

November Educational Economic Update

In this month’s video, Financial Advisor, Jeffrey Bangerter discusses a few headlines that influenced the financial markets in October 2020. Pressures on the stock market were drawn from the lack of action for a fiscal stimulus bill as well as rising COVID-19 cases. For the month, the market waited eagerly for results of the presidential election.

Market Update Financial Planning Financial Advisor Stock Market Wall Street Election By on Nov 19, 2020

Vaccine Triggers Rally

With the news of a COVID-19 vaccine, economically sensitive stocks soared this week amidst a steep rise in new positive cases. Expectations for a new fiscal stimulus package remained low.

Market Update Financial Planning Financial Advisor Stock Market Wall Street Election By on Nov 18, 2020

How to Preserve Your Assets

In volatile economic times like the one we are living through now, it’s more important than ever to make sure your assets are preserved.

Retirement Financial Planning Financial Advisor Annuities Asset Preservation By on Nov 12, 2020

The Markets React to the Election

The Week on Wall Street soared in anticipation of a split Congress. Throughout the election week, stocks rallied coming off of a poor close of October as many Americans went to the polls. Unemployment rates saw a full percentage point decrease to end the week.

Market Update Financial Planning Financial Advisor Stock Market Wall Street Election By on Nov 10, 2020

No Stimulus, Stocks Lower

Stocks were sent lower as there is still no agreement on a fiscal stimulus bill from Washington D.C. COVID-19 cases continue to rise in the U.S. and Europe. Most have looked to jobless claims as a sign of economic recovery, so good news came when jobless claims reflected less than what was expected after weeks of 800,000+ claims.

Market Update COVID-19 Financial Planning Financial Advisor Stock Market Wall Street By on Oct 29, 2020

Understanding the Importance of Long-Term Care

We all know that long-term care is important — but it’s often a discussion we overlook or put on the backburner. We think we will get around to addressing it someday or that circumstances will change. But long-term care planning is vital for everyone to consider. And it’s definitely an important part of any financial planning and retirement strategy. If you are not sure where to start, why it’s important, or what strategies to consider, this discussion may help.

Retirement Financial Planning Financial Advisor Long-Term Care Life Insurance Annuities By on Oct 29, 2020

Portfolio Rebalancing in Good Markets and Bad

The concept of rebalancing an investment portfolio can be traced back to the original theory of the Efficient Frontier which was introduced by Nobel Laureate Harry Markowitz in 1952 and became the foundation of what is known today as modern portfolio theory. Chances are, your investment portfolio was constructed on this principal and whether your equity-to-bond mix is 80/20, 60/40, 50/50 or something different, the objective was to create a balanced portfolio that would seek to meet your goals a...

Financial Planning Financial Advisor By on Oct 15, 2020

COVID Financial Trends

COVID-19 has brought on its own set of side effects when it comes to how we spend our money. On October 4th, Jeff Bangerter spoke with Good Day Sacramento about some of these financial quirks and what they could mean for your own spending habits.

COVID-19 Financial Planning Financial Advisor By on Oct 06, 2020

Rethinking Retirement in a Pandemic

Even if you have done everything by the book for decades, chances are good that the COVID-19 pandemic has affected your retirement plans. Some people are making less money or have lost their jobs altogether. Others have seen employers decrease or completely eliminate company matches to 401(k)s and other employer-sponsored retirement accounts. And the stock market, while it may seem to be recovering one day, it changes directions the next. Market uncertainty and the volatility that goes with it a...

Retirement Financial Planning Financial Advisor Estate Planning By on Oct 01, 2020