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HOLISTIC FINANCIAL PLANNING IS
A PROCESS, NOT AN EVENT

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Qualified Charitable Distributions - The Smart Way To Give To Charity

Anyone who reaches age 70 ½ must start taking RMDs (Required Minimum Distributions) from their retirement accounts - and they have to pay income taxes on these distributions. But for those of you who are already planning to donate to charity, it's possible to donate directly from your retirement account as a QCD - a Qualified Charitable Distribution. This counts as part of your required minimum distribution, but the money isn't taxed - it goes straight to charity.

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The Impact of Inflation

Inflation is an important element of investing. In many cases, the reason for saving today is to support future spending. Therefore, keeping pace with inflation is a crucial goal for many investors.

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Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

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Key Questions for the Long-Term Investor

At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide answers and improve the odds of investment success in the long run.

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The Uncommon Average

The US stock market has delivered an average annual return of around 10%. In most years, however, the return has been above or below the average, often by a significant amount. Understating the range of potential outcomes can help investors stay disciplined and increase the odds of a successful investment experience in the long term.

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