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Selecting a financial advisor may be one of the most important decisions you ever make. After all, you will be entrusting your financial well-being to this person who will help you plan, invest, and manage your money throughout your working life and through retirement. That is no small responsibility.
Financial Planning Financial Advisor By Jeffrey Bangerter on Aug 27, 2020In this week's Market Update, financial advisor, Jeffrey Bangerter reviews the record-breaking week on Wall Street for the S&P 500 and NASDAQ Composite. He then explains different factors for the new highs in the market including the confidence following the end of the COVID-19 pandemic.
Market Update By Jeffrey Bangerter on Aug 25, 2020In this week's Market Update, financial advisor, Jeffrey Bangerter, follows up with the week on Wall Street. Consumer prices jump in July matching the increase in June. This week, the S&P 500 nears an all-time high coupled with a falling rate of COVID-19 cases nationwide.
Market Update By Jeffrey Bangerter on Aug 20, 2020In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of this week on Wall Street as Congress stalls to pass a new fiscal stimulus bill. Earnings season winds down with encouraging news reports and a decline in new COVID-19 cases nationwide.
Market Update By Jeffrey Bangerter on Aug 14, 2020A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.
Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Aug 13, 2020In this week's Market Update, financial advisor, Jeffrey Bangerter, gives a rundown of the stock market's reaction to this week on Wall Street. In addition, he informs us on this week's key economic data and companies reporting earnings. Join us every week for our Weekly Market Update.
Market Update By Jeffrey Bangerter on Aug 04, 2020This is the second part in a series on Retirement and COVID-19. Read Part 1 here. In our previous post, we began to look at the questions that may be on the minds of individuals either nearing or entering retirement in this current state of disruption caused by the far-reaching effects of the COVID-19 pandemic. As mentioned, I recently had the opportunity to address many of these questions during a TV interview with local station KMAX and I wanted to provide some insights from that interview her...
Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Jul 29, 2020In this week’s video, Jeff Bangerter discusses how stocks react to the recent jobs report.
Market Update By Jeffrey Bangerter on Jul 29, 2020In this month’s video, we’ll discuss some recent headlines that influenced the financial markets in June 2020. Jeff Bangerter will also provide some perspective on what these developments may mean in the months ahead.
Market Update By Jeffrey Bangerter on Jul 15, 2020There are very few life events that have not been impacted by the effects of the COVID-19 pandemic on the world we live in. Just look at education, sports, entertainment or more memorable events like births, graduations, weddings, anniversaries, and funeral services. All have been disrupted in their own unique ways. Yet there is another life event, less discussed but equally influenced by economic ravages of the virus, and it is perhaps one we should give our heightened attention to. It is retir...
Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Jul 01, 2020
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1380 Lead Hill Blvd.
Suite 180
Roseville, CA 95661
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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