Markets dropped early in September before partially recovering throughout the rest of the month. Read more
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A SOLUTION TO THE PASSWORD PROBLEM |
As we accumulate an ever-growing number of online accounts, each of which requires an online password, we can experience "password overload," a problem that can be solved by password managers. Read more
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THE UNDERPERFORMANCE OF FOREIGN STOCKS OVER THE PAST DECADE AND THE CASE FOR ACTIVE MANAGEMENT |
From the Financial Crisis in 2008 up to the beginning of the COVID-19 pandemic, foreign stocks have failed to keep pace with U.S. stocks, and the margin was wide. Read more
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PROGRESS REPORT ON "YOUR NEXT CHAPTER: A WOMAN'S GUIDE TO A SUCCESSFUL RETIREMENT" |
Alexandra Armstrong, CFP®, CRPC® shares an update on her book with coauthor Dr. Mary R. Donahue and reflects on how the publishing process was different as compared to her first book. Read more
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WITH ELECTION SEASON HEATING UP, HOW MUCH VOLATILITY SHOULD WE PREPARE FOR? |
As we head into October, with a contentious election less than five weeks away, expectations of volatility, as measured in the options markets, have spiked for November. Read more
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We are pleased to announce that Josh Kaplan, Natalie Ford, and Sana Jafarey have joined our firm as Client Service Associates.
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Are you planning on making gifts to family or charitable donations from your investments by year-end? If so, please let us know as soon as possible, so that we can help you make these gifts in a timely fashion. The annual limit for non-charitable gifts is $15,000. |
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REMINDER: MEDICARE PART D OPEN ENROLLMENT 10/15 - 12/7 |
Medicare Part D plans routinely change their coverage and pricing each year, so it is important to take a fresh look now at your existing coverage, and the options available to you for next year. Before changing plans, be sure to confirm that your drugs are covered, and that your pharmacy of choice works with the new plan. The best tool for shopping Medicare plans is the Medicare Plan Finder, on the official Medicare website.
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HAVE A CHILD IN COLLEGE? DON’T FORGET TO FILL OUT A FAFSA |
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For the 2021-2022 school year, the FAFSA can be filed as early as October 1, 2020. Whether you have a senior in high school or a returning college student, it's a good idea to file the FAFSA as early as possible to increase your child's chances of getting financial aid, because some aid programs operate on a first-come, first-served basis. (For high school seniors who haven't yet been accepted at a particular college, you can list all the schools your child has applied to on the form.) The 2021-2022 FAFSA relies on your family's current asset information and two-year-old income information from your 2019 tax return. The form is available online at fafsa.ed.gov.
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Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed Insurance products and services and advisory services offered by Armstrong, Fleming & Moore, Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth.
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