Posts by Linscomb Wealth
Q2 2023
The Economy The ongoing positive momentum in financial markets in 2023 is enough to make one forget several challenges global stocks have had to overcome to generate a near 14% year-to-date return. Not long after the Silicon Valley Bank fiasco in March, another large U.S.-based bank, First Republic, was seized by the Federal Deposit Insurance…
Read MoreAtlanta Financial Advisors & Tax Policies
2022 was a volatile year, with high inflation and volatile markets. Undoubtedly, many investors would have likely benefitted from a more sound plan as the prior year’s events unfolded. While we don’t quite know how 2023 will unfold, there are events that investors and financial advisors in Atlanta both should be aware of to prepare…
Read MorePrepare for Tax Day with a Retirement Planning Consultant
Tax day is coming up, and it’s about time to get tax returns in order and focus on tax savings. Like so many other aspects of wealth management, proactive planning is crucial for a sound tax plan. In this article, we will explore: Why you shouldn’t procrastinate. How working with an advisor specializing in retirement…
Read MoreThe Value of an Atlanta Wealth Advisor, Especially in Volatile Markets
It’s no secret that the financial markets have been quite volatile in 2022. The broad-based U.S. market averages, such as the S&P 500 and the Dow Jones Industrial Average, are both in bear market territory for the year. Interest rates have risen sharply this year. That has adversely affected the prices of bonds since interest…
Read MoreHow Affluent Investors Safeguard Assets In Economic Downturns
Are we in an economic downturn? Certain signs point that way. As reported in September 2022, inflation was 8.3 percent on an annualized basis in August. That’s one of the highest rates in 40 years—and, following the report, the broad-based U.S. stock market indexes, such as the S&P 500, were down sharply and are down…
Read MoreThe Impact of Rising Interest Rates in a Down Market
Over recent months, the U.S. Federal Reserve has raised interest rates several times. The benchmark Fed funds rate, which many financial institutions use to peg their interest rates, now stands at 2.25%-2.5%, up from historically low levels. At the same time, the major market averages, such as the Dow Jones Industrial Average, lost value in roughly…
Read MoreFive Added Values of Working with a Fiduciary Financial Advisor in Atlanta
Interested in maximizing your finances to achieve your goals, obtain a robust retirement, and create a more secure future for yourself and your family? Not many people would answer “no” to that question. All of that is possible with the proper financial plan. What a Financial Advisor Can Do for You A financial advisor works with you…
Read More5 Questions to Ask Your Financial Advisor During Volatile Markets
Volatile stock markets occur periodically. We can tend to forget this fact, given that the broad market averages do very well historically over time. During the 2011-2020 period, for example, the S&P 500 appreciated an average of 14% every year. However, only one of those ten calendar years ended up with a stock market return…
Read MoreFour Fortifications for Your Retirement in a Volatile Stock Market
In 2022, the U.S. stock market was lower for the year when the halfway point rolled around. This is relatively rare, occurring only twice since the financial crisis, in 2010 and 2020. The broad-based Standard & Poor’s (S&P) 500 index fell more than 20% in the first six months of 2022, placing it in what…
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