Magellan Financial Advisors Blog
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Magellan Financial Advisors defines success as enabling clients to achieve lifestyle and financial goals through meticulous asset and wealth management. Their risk-based strategies prioritize client objectives, granting them the freedom to enjoy life. Stay updated with their stock market reviews and insightful blogs for future planning.
Magellan Financial Advisors Blog
4d ago
“An investor who has all the answers doesn’t even understand the questions. Success is a process of continually seeking answers to new questions.” – John Templeton What a difference a month can make in the markets. After a rather robust March for investors, the stock market indexes we follow took a significant turn lower. The ..read more
Magellan Financial Advisors Blog
1M ago
“New highs are almost always good news; it’s just the last one that is not.” – Greg Morris “A bull market is a bull. It tries to throw off its riders.” – Richard Russell March was another great month for investors. Unlike 2023, when equity returns were dominated by a small number of the largest ..read more
Magellan Financial Advisors Blog
2M ago
“Markets are never wrong, only opinions are.” – Jesse Livermore February is historically a month that the stock market struggles. This has not been the case thus far in 2024 as the major US-based indexes we follow were all solidly positive for the month, as were the global indexes. Higher yields, not the widening of ..read more
Magellan Financial Advisors Blog
3M ago
January was a mixed month for investors as the US large cap indexes were positive for the month as the small and mid-cap indexes started the year on a negative note. Internationally, the two indexes that follow developed markets – MSCI World and MSCI EAFE – were positive while the MSCI Emerging Markets index was ..read more
Magellan Financial Advisors Blog
3M ago
If there’s one thing we’ve noticed in our 120 years of combined experience with hands-on wealth management, it’s that high-income families often face unique challenges and opportunities. While a substantial income can provide a sense of security, it also comes with the responsibility of managing it wisely. Balancing seemingly competing priorities calls for a different ..read more
Magellan Financial Advisors Blog
3M ago
As we embark on a new year, the financial landscape presents a complex tapestry of opportunities and challenges. It is our belief that 2024 is poised to be a pivotal one for the stock and bond markets, shaped by a confluence of economic, political, and technological factors. The global economy continues to recover from the ..read more
Magellan Financial Advisors Blog
3M ago
As we usher in the year 2024, it’s crucial for both employers and employees to stay abreast of the significant changes coming to 401(k) plans. These changes, brought about by the SECURE 2.0 Act, aim to make retirement savings more accessible and beneficial. From increased contribution limits to more penalty-free withdrawals, these updates represent a ..read more
Magellan Financial Advisors Blog
3M ago
Markets can change, sometimes quickly and when many people least expect it. After a few hard months for investors the stock market indexes we follow turned notably higher in November. At the same time bond yields moved lower on speculation that the Federal Reserve Bank’s rate hike cycle has come to an end. The US ..read more
Magellan Financial Advisors Blog
3M ago
Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s mind-boggling that so many families fail to fill out the Free Application for Student Aid (FAFSA) form.¹ That’s why we crafted this guide for the FAFSA 2024-25 application, as we do each year. The cost of college can ..read more
Magellan Financial Advisors Blog
3M ago
The total average cost of higher education now exceeds $240,000 per child at private four-year colleges.¹ There are several ways students and their families can fund the increasingly expensive college experience. Starting early with a comprehensive savings plan2 and, later, setting realistic expectations based on academic level, future career goals, and budget sets a solid ..read more