January 2020
Each month, Wellspring's wealth strategist and advisors will share news and articles to shed light on the current economy, financial markets, and common tasks for maintaining a well-rounded and resilient personal financial plan.

Click on the links below to learn more.
Economic Outlook

In the US:
  • 1/3 - Manufacturing sector report
  • 1/7 - Services sector report
  • 1/7 - Trade balance report
  • 1/10 - Employment report
  • 1/16 - Retail sales report
  • 1/30 - First look at 2019 Q4 GDP

US housing data and news on the 17th, 22nd, and 27th.

In the EU:
  • 1/23 - ECB meeting


Article of interest:

Article written by Bill Conerly for Forbes.
Financial Markets


Articles of interest:

Article written by Mark Decambre for MarketWatch.

Article written by Steve Goldestein for MarketWatch
Personal Financial Planning

Articles of interest:

The SECURE Act is passed, article by Alessandra Malito for MarketWatch.

Article written by Phil Wright for Kiplinger.

IRS updated 2020 limits for such plans as 401(k) and SIMPLE IRA. And although there is no increase to IRA limits, with the passage of the SECURE ACT the age limit was removed, and anyone with earned income can now continue to save by reviewing their IRA options.
Wellspring In Action
Holiday Hours

Our office will reopen on January 2, 2020.
We want to wish everyone good health and prosperity as we begin 2020!
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Phone: (408) 435-1668

For additional inquiries, please email us HERE .


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