We understand that ongoing nationwide lockdown measures have created additional and unforeseen financial stresses for many who, prior to the Covid-19 pandemic, may have been financially secure. It goes without saying that the passage of time – with so many people fired, furloughed, laid off, or excessed and so many locally-owned businesses fully or partially […]
Staying in the Loop Read More »
You can now return unwanted RMDs to reduce your tax burden in 2020. New IRS guidance provides a special window for anyone who took Required Minimum Distributions (RMDs) earlier this year. Those distributions can be reversed by returning the funds to your retirement account (IRA, 401k, etc.) and this exception even applies to inherited IRAs.
Important tax savings opportunity Read More »
Join us for an open discussion with Mark and the team at Snyder Capital Management. Tuesday, June 30th at 10 AM We plan to discuss the economy and the markets, our perspective on the strong rally in stocks since the March lows and timely financial planning opportunities. We invite you to ask any additional questions in
Open discussion with Mark and the team Read More »
I hope this finds you well. We would like to invite you to our next virtual meeting on Tuesday, May 12th at 4:30 PM: Maintaining Perspective in a CrisisHow to Make Rational Decisions When the World Is Falling Apart The pandemic, an economic shutdown, and an uncertain future have many investors on edge. Your anxiety can
Snyder Capital Management Virtual Meeting Read More »
As the world continues to respond to the ongoing pandemic, many governments have committed substantial resources to slowing its spread while protecting their people’s access to necessities. In the United States, the federal government passed the “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act) into law on Friday, March 27, 2020. This comprehensive recovery
Update on Coronavirus Response Read More »
I believe that we can all agree on one thing: we are certainly living in interesting times. While each passing day brings us new details about COVID-19 and global response efforts, I will continue to keep you updated on our office operations and our commitment to ensuring our quality of service to you. Since last
I’m happy to report that the portfolio changes we have made over the past year are paying off. As we had mentioned before, we have been more conservative in our overall portfolio. Our stock exposure is lower than typical, and we have been favoring higher credit quality bonds and low-volatility stocks – all of which
Response to Recent Market Volatility due to Coronavirus Read More »
Since we are not able to have in-person meetings and events, we will be hosting a virtual conference next Thursday, April 23, 2020 at 10:30 AM. We will address the current and anticipated effects of COVID-19 on your investment portfolios. Daniel Coppens from BlackRock’s Multi-Asset Strategies Group will provide insights into the global economy and
Economic and market insights Read More »
I assume you have been following the news lately, about the Coronavirus epidemic. We have been monitoring the Coronavirus outbreak and we have been deliberating upon proactive measures to mitigate possibly elevated risk exposure. Given the current conservative allocation in accounts, we were well-positioned for this recent spike in volatility and look to maintain this
Response to Coronavirus Read More »
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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
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