New Faces, Same Policies
Bill DeShurko
by Bill DeShurko
3y ago
President Biden has just signed the 2021Covid Relief Package authorizing the borrowing of $1.9 Trillion dollars. This is on top of the 2020 relief packages that totaled $3.41 Trillion dollars. Combined we will have borrowed $5.31 Trillion dollars to support individuals, businesses and the economy during the COVID pandemic. The U S GDP for 2019 was approximately $21 trillion. And Congress has already turned their sights to more stimulus, this time for an infrastructure bill. Since this was also on President Trump’s agenda, it is likely to get bi-partisan support. Throw in another trillion of de ..read more
Visit website
Time to Short the Fangs?
Bill DeShurko
by Bill DeShurko
4y ago
Most investors know popular indexes like the S&P 500 and Nasdaq Composite are usually capitalization weighted. The biggest companies by market value have more influence on the index change. The Nasdaq leaders are commonly referred to as the FAANG stocks – Facebook, Apple, Amazon, Netflix, and Google. It’s easy to forget just how much influence these five stocks have, along with Microsoft.  This graphic shows the Nasdaq Composite’s component companies as bubbles whose size denotes their share of the index. We see how a handful of companies dominates the index. More interestingly, thos ..read more
Visit website
Tax Strategies for Retirement
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-ku6e3-e393a8 In this episode, Jim Kilgore CFP® discusses some strategies to reduce and in some cases eliminate taxes in retirement. #cfp #retirement #taxplanning ..read more
Visit website
And the Dam Bursts…
Bill DeShurko
by Bill DeShurko
4y ago
Like an Orc being washed away by the waters behind the dam after its destruction, markets shorts are finding it equally hard to find their footing. While many market pundits keep talking down the economy and scream that the market is “overvalued” leading to crash comparisons to (you choose) 2000-2002 Tech Wreck or the 2008-2009 Financial crisis, the market continues its upward trend. Should investors be fearful? We think not. This has the makings to the start of a truly historic bull run. It may end ugly when it ends, but that could be a long way off. Let’s look first at the economy. Readers ..read more
Visit website
Where Do We Go From Here
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-wv5k2-e1fe5f In this episode, Jim Kilgore CFP® discusses what’s going on in the market and the traditional 60/40 portfolio ..read more
Visit website
The Good, The Bad, and The Ugly of Annuities
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-5hapy-e13014 In this episode, Jim Kilgore CFP® discusses the good, the bad, and the ugly of annuities and what you should look out for when a product salesman is trying to push an annuity into your financial life ..read more
Visit website
Retirement Income Maximization
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-5ak86-e062aa In this episode, Jim Kilgore CFP® discusses ways to maximize your retirement income and the strategies and tools we use at 401 Advisor to give you the absolute best options when spending your retirement savings ..read more
Visit website
Surviving A Bear Attack
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-c6964-df9886 In this episode, Jim Kilgore CFP® discusses how to survive a bear attack!  Not an actual bear attack by a grizzly or black bear but one involving the stock market.  Working with a financial planner often involves them helping you navigate the emotional ups and downs of at least a couple of bear markets ..read more
Visit website
Getting to The Zero Percent Tax Bracket In Retirement
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-nhudn-dedb75 In this episode, Jim Kilgore CFP® discusses whether or not it is possible to be in the zero percent tax bracket in retirement, and if so how to do it.  ..read more
Visit website
Why You Should Want A Fiduciary
Bill DeShurko
by Bill DeShurko
4y ago
https://www.podbean.com/media/share/pb-npvzz-de173d In this episode, Jim Kilgore CFP® walks through what a fiduciary advisor’s requirements are and why it is important for you to know the difference between the fiduciary standards and that of non-fiduciaries ..read more
Visit website

Follow Bill DeShurko on FeedSpot

Continue with Google
Continue with Apple
OR