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Annual Tax Guidance

A Guide to 2018 Tax Law Changes
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Sunday Evening Thoughts

Sunday Evening Thoughts +9 Weeks

Dear Clients and Friends,                                                                                                                                      May 18, 2020 Release the Hounds Spring has sprung, spring-fever, cabin-fever, whatever you want to call it or...

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Sunday Evening Thoughts, +7 Weeks…

Dear Clients and Friends,                                                                                                                                              May 3, 2020 April Showers Bring May Flowers As we all live our best quarantined life, it is easy to...

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Sunday Evening Thoughts, +6 Weeks…

Dear Clients and Friends,                                                                                                                                                             April 26, 2020 Open for Business Five more states are slowly opening up this week,...

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Weekly Economic Update

Weekly Economic Update – October 19, 2020

In this week’s recap: A difficult week for stocks, reacting to delayed stimulus, little good news on COVID-19 treatment, and jobless claims. Weekly Economic Update Presented by Ftacek Financial Services Inc., October 19, 2020 THE WEEK ON WALL STREET Stocks treaded...

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Weekly Economic Update – October 12, 2020

In this week’s recap: Stocks soar, despite mixed messages on fiscal stimulus. Weekly Economic Update Presented by Ftacek Financial Services, Inc., October 12, 2020 THE WEEK ON WALL STREET Stocks staged a powerful rally last week, riding a wave of optimism over the...

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Weekly Economic Update – October 5, 2020

In this week’s recap: Stocks advance with hopes of a new stimulus, end the week up, despite no new deal and President Trump’s illness. Weekly Economic Update Presented by Ftacek Financial Services, Inc., October 5, 2020 THE WEEK ON WALL STREET Stocks advanced last...

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Economic Update

Q3 – Quarterly Economic Update

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. Quarterly Economic Update A review of Q3 2020, Presented by Ftacek Financial Services, Inc. THE QUARTER IN BRIEF The...

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Q2 – Quarterly Economic Update

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...

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Q1 – Quarterly Economic Update

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost. Quarterly Economic Update A review of Q1 2020, Ftacek Financial Services, LLC THE QUARTER IN BRIEF The spread of COVID-19...

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Retirement InSight

October 2020

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - OCTOBER 2020 QUOTE OF THE MONTH “Somewhere there's a score being kept, so you have an obligation to live life as well as you can, and be as engaged as you can.” BILL MURRAY ARE...

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September 2020

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - September 2020 QUOTE OF THE MONTH “Elegance is not about being noticed. It's about being remembered.” GIORGIO ARMANI COULD YOU RETIRE AT 55? Suppose you suddenly had to, or the...

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August 2020

Monthly News and Information for Current and Future Retirees Presented by Ftacek Financial Services, Inc. - AUGUST 2020 QUOTE OF THE MONTH “Not everything that is faced can be changed, but nothing can be changed until it is faced.” JAMES BALDWIN FIGURING OUT WHEN TO...

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Articles

Plan Sponsor

With the reality of COVID-19 spanning every part of the world, in order to slow and manage the spread of the virus, current administration and local authorities are enacting social distancing and non-essential shelter in place policies. We all understand the forced...

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Monday Morning Outlook – A Coronavirus Recession?

No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. And, after data releases of recent weeks, we also know that the US economy was in very good shape before it hit....

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The SECURE Act

Long-established retirement account rules change.  Provided by Jeremy Ftacek   The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules...

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