Read Up on Your Retirement Resources

We strive to keep you informed on all financial information that may impact your retirement. Check back often to learn the latest.

Things Most Advisors Don’t Tell You #1

When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics.  I am no exception.  After all, these things are critically important if you want to save for retirement, start a business, travel the world, or simply leave a legacy for…

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American Family Plan

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SP500 Reaching 4000

Dear Friends: milestone (noun)1 1.  a stone functioning as a milepost 2.  a significant event or stage in the life, progress, development, or the like of a person, nation, etc. The S&P 500 closed above 4,000 on Thursday, April 1, marking a major post-recession milestone. Perhaps you’ve heard by now that the S&P 500 recently…

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Important information about your tax filing in 2021

Dear Friends of Eddy and Clayton, In a normal year, tax filing season usually starts in January.  But this isn’t a normal year. On January 15, the IRS announced that tax filing will begin on February 12.1 This gives the agency more time to prepare for the second round of COVID stimulus payments, which required…

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Tax Update 2021

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How a Biden Administration May Affect the Markets

First off, this letter has nothing to do with politics.  It has everything to do with investing. On Saturday, November 7, major news outlets called the 2020 presidential election in favor of Joe Biden.  Once inaugurated, he will become the 46th president of the United States.  This election made history, because it marks the first…

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2020: The Year in Review

Dear Friends of Eddy & Clayton Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn?  Here’s the problem, though: How in the world do you recap a year like 2020?  You could…

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Secure Act 2020

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CARE Act and Employment

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Stimulus

Dear Friends of Eddy and Clayton, Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and Economic Security Act, or CARES Act.  It was a massive, $2 trillion stimulus package designed to help boost the economy as it shuddered from the impact of COVID-19.  The bill was generally considered a success – but on…

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Coronavirus and the Stock Market

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Coronavirus – March 2020

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