Geopolitical shocks and personal finance: 10 factors when it comes to your portfolio
A war breaks out halfway across the world. China’s red-hot economy slows to a crawl. The fallout from Brexit sends the pound’s value plummeting. Oil prices soar, then fall, then surge again. The news is always changing and always dramatic, but what does it all have to do with you and your portfolio? Probably more than you realize. The fact is that no one, and no portfolio, can be isolated from the impact of world events. Your investments can and will be affected by global economic developments, but fortunately there are some effective ways to protect yourself. Here are 10 ways headline events can shake up your investments along with some proven ways to reduce your portfolio exposure.
4 Key strategies for maximizing your retirement contributions during tax season
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.
What you need to know about retirement plans as a small business owner
When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
Let your vacation be a vacation
You work hard and look forward to those days and weeks when you don’t have to be in the office. But, do you ever take a real vacation, a true holiday away from anything work-related? If you’re like most professionals today, the answer is no. In a recent ELVTR Survey of 2,300 North American employees, nearly 70% of respondents admitted to working on vacation. Almost 60% said they felt anxious about leaving their inbox unattended. This inability to unplug can negatively affect your health, mood, relationships, and overall life. The truth is you need to disconnect fully from your work from time to time. We’ll share the many benefits of letting your vacation be a vacation and how to actually get away from your desk. That way, you can rest, recharge, and return to the office better than ever.
Human capital strategies for businesses and employees
Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?
MONK FINANCIAL SERVICES, LLC
Amanda Monk
Investment Professional
According to an April 2021 survey by Gallup, 58% of Americans are worried about having enough money saved for retirement. Do you have enough money to retire on? Most people feel they don’t. (Gallup)
No matter your goals and dreams for retirement, making them happen means having a reliable stream of income. Fortunately, you can have a financial professional by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most—you! We’ll evaluate your financial situation, assess the current economic landscape and recommend a strategy that gives you the freedom and stability to maintain your lifestyle, pursue your goals, and concentrate on living the lifestyle you desire. Let us help you get started.
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