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 Jeffrey Bangerter on Nov 18, 2020In 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 Jeffrey Bangerter on Nov 12, 2020The 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 Jeffrey Bangerter on Nov 10, 2020Stocks 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 Jeffrey Bangerter on Oct 29, 2020We 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 Jeffrey Bangerter on Oct 29, 2020The 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 Jeffrey Bangerter on Oct 15, 2020COVID-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 Jeffrey Bangerter on Oct 06, 2020Even 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 Jeffrey Bangerter on Oct 01, 2020Selecting 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, 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, 2020
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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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