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Annual Tax Guidance

A Guide to 2018 Tax Law Changes
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Weekly Economic Update

Weekly Economic Update – January 13, 2020

In this week’s recap: Stocks end up higher and oil ends up lower after an up-and-down week, as traders react to events in the Middle East and the data in the December unemployment report. Weekly Economic Update Presented by  Ftacek Financial Services, Inc., January...

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Weekly Economic Update – January 6, 2020

In this week’s recap: Oil prices spike after a U.S. airstrike in Iran raises supply disruption concerns; a manufacturing activity index disappoints; stocks are little changed following an abbreviated trading week. Weekly Economic Update Presented by Ftacek Financial...

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Weekly Economic Update – December 30, 2019

In this year-end recap: A look back at the ascent stocks made during 2019 and some of the key economic developments of the year. Weekly Economic Update Presented by Ftacek Financial Services, December 30, 2019 What Drove the Markets? Four factors influenced investment...

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Economic Update

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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Q3 – Quarterly Economic Update

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher. Q3 2019| Presented by Ftacek...

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Q2 – Quarterly Economic Update

In this Q2 recap: stocks rise, fall, and then soar, as the Federal Reserve shifts its thinking and new chapters unfold in the ongoing U.S.-China trade dispute. Q2 2019, Presented by Ftacek Financial Services, LLC THE QUARTER IN BRIEFThe S&P...

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Retirement InSight

January 2020

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES PRESENTED BY Ftacek Financial Services  - JANUARY 2020 QUOTE OF THE MONTH “Generosity is giving more than you can, and pride is taking less than you need.” KAHLIL GIBRAN HOW THE SECURE ACT IMPACTS RETIREMENT...

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December 2019

Monthly News and Information for Current and Future Retirees Presented by Ftacek Financial - December 2019 QUOTE OF THE MONTH “Always be a first-rate version of yourself, instead of a second-rate version of someone else.” JUDY GARLAND READY FOR MORE TIME TOGETHER? A...

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November 2019

Monthly News and Information for Current and Future Retirees Presented by Ftacek Financial - November 2019 QUOTE OF THE MONTH “Whatever advice you give, be brief.” HORACE WORKING A LITTLE IN RETIREMENT MAY BE EASIER THAN YOU THINK Increasingly, Americans older than 65...

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Articles

401(k) Fail: High-Fee Funds Do Way Worse (Again)

Any 401k professional with a pulse knows about the ongoing fight over low fees; tort lawyers like Jerry Schlichter helpfully educate the few that don’t. And now it’s not only an ERISA fiduciary issue, but also one of performance, according to Derek Horstmeyer,...

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