Investing in the Wake of COVID-19

by Chris Maurer on

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In fact, there’s a good chance that you lost a good chunk of change during the rapid sell-offs in early-mid March. But now that the sudden...

Market Volatility Update

by Chris Maurer on

The last few days of February created confusing and turbulent times for investors. The rough stock market fluctuations created a rollercoaster-type of ride that has attracted almost every media outlet. During this time period, the S&P 500 had its worst day since 2011, as it presented a historic...

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this article we are going to look at two things, first what exactly are employee stock options, and secondly why you should care and take advantage of...

Navigating a Financial Crisis

by Chris Maurer on

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know whom to call. So, what do you do? Well, luckily for you, we have spent some time thinking about this and have come up with some of the most...

Building a portfolio that can handle market volatility amid the Coronavirus  

With Coronavirus worries creating rapid changes in the markets, your portfolio construction can be the difference between continued growth or difficult losses. The markets will ebb and flow, but the secret to quality...

March 16 Market Matters Commentary

by Chris Maurer on

On Sunday, March 15, the Federal Reserve (the “Fed”) announced a 100 basis point cut to the federal funds rate to a range of 0% to 0.25%, after having reduced it by 50 basis points on March 3 to a range of 1% to 1.25%. The Fed last reduced the federal funds rate to a range of 0% to 0.25% in 2008 and...

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an...

Coronavirus & More

by Chris Maurer on
The continued spread of the coronavirus “COVID-19” across parts of Asia and more recently, Europe has led to increased market volatility. How concerned should you be?

How to Choose: Traditional vs. Roth

by Chris Maurer on
What are the difference between a Traditional IRA and a Roth IRA? Which is best for your unique situation? Read more to understand the pros and cons of each.

The SECURE Act, An Intro

by Chris Maurer on
As a leader in the financial planning industry, Park Place Financial aims to educate their clients as to the new laws and provisions that will effect their retirement. Here is a brief introduction into the SECURE Act which recently became law. We will be holding a workshop in the near future to further explain the scope of this act. Please stay tuned.

Quarterly Economic Update: 4th Quarter 2019

by Chris Maurer on

As we look back and reflect on what was predicted by many to be a year of worry and concern, equity markets advanced heavily in 2019 and investors were rewarded. The final month of the year brought several new highs for both the S&P 500 and the Dow
Jones Industrial Average (DJIA). In the fourth...