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Sunday Evening Thoughts

Sunday Evening Thoughts, +3 Weeks…

Dear Clients and Friends:                                                                                                                       April 5, 2020   Prepare for the Worst This was the sentiment this evening from the President’s daily address.  This...

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Sunday Evening Thoughts, +2 Weeks…

Dear Clients and Friends:                                                                              March 29, 2020   Sunday Evening Thoughts, +2 Weeks… It’s Different This Time Can I see a raise of hands from anyone who is currently on an essential lockdown,...

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Sunday Evening Thoughts – March 22, 2020

Dear Client and Friends: Sunday Evening Thoughts, +1 Week… American Pie Many of you probably remember, the great song “American Pie,” by, Don McLean.  Some because you may have been impacted yourself by those same historical music events, others because of late night...

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Weekly Economic Update

May 16, 2022

Weekly Market Insights Presented by Ftacek Financial Services, Inc. In a volatile trading week, stocks extended their losses as economic growth and inflation concerns soured investor sentiment. The Dow Jones Industrial Average dropped 2.14%, while the Standard &...

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May 9, 2022

Weekly Market Insights Presented by Ftacek Financial Services, Inc. With the Fed in focus, the markets experienced wide price swings over the course of last week, as technology companies led the market lower. The Dow Jones Industrial Average slipped 0.24%, while the...

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May 2, 2022

Weekly Market Insights Presented by Ftacek Financial Services, Inc. On Friday, a sharp sell-off sent major stock market indices into negative territory for the week, capping a volatile close to April. The Dow Jones Industrial Average declined 2.47%, while the Standard...

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Economic Update

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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Q4 – Quarterly Economic Update

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data. Quarterly Economic Update A review of Q4 2019, Presented by...

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Retirement InSight

July 2021

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - JULY 2021 QUOTE OF THE MONTH “Do something wonderful, people may imitate it.” ALBERT SCHWEITZER IS FINANCIAL HEALTH A FACTOR IN YOUR OVERALL HEALTH? Data from a newly released...

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June 2021

Monthly News and Information for Current and Future Retirees Presented by Jeremy Ftacek - June 2021 QUOTE OF THE MONTH “Carry out a random act of kindness, with no expectation of reward, safe in the knowledge that one day someone might do the same for you.” DIANA,...

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May 2021

Pandemic economy or not, some are aspiring to retire early. Lifelong learning, or long life learning?

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Articles

Timely: Ukraine & Fed

As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.” The idea is that bystanders get hurt when big folks duke it out. What are the tensions? Who are the bystanders? Let’s...

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Retirement Limits – 2022

The IRS has recently updated retirement plan contribution limits. Please pass these along to your plan participants, family, and friends so all may take advantage of these possible increased savings. If you have any questions about how these changes may impact your...

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How to Prepare for Tax Season

Presented by Jeremy Ftacek In this guide, we’ll explore ways to help you prepare for the upcoming tax season. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and...

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