Blog

Technology Guide for Seniors

Morrie Reiff

Wednesday, February 8, 2023

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...

What Is the Sequence-of-Return Risk and How Can Retirees Mitigate Its Effects?

Morrie Reiff

Monday, January 23, 2023

With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...

Lifetime Estate & Gift Tax Exemption Updates for 2023

Morrie Reiff

Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

The Challenge of Raising Non-Materialistic Kids

Morrie Reiff

Monday, December 12, 2022

In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...

Contribution Limit Increases for 2023: Just What We Wanted to Hear

Morrie Reiff

Friday, December 9, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

After ending a negative fourth quarter in 2018, equities saw recovery in January with relatively strong increases. The Dow Jones Industrial Average (Dow), Standard & Poor’s 500 (S&P 500), and Nasdaq Composite were up 7.5%, 7.3%,...

Equities retreated from previous highs and moved lower during October with the Dow Jones Industrial Average (Dow), Standard & Poor’s 500 (S & P 500), and Nasdaq Composite down 5%, 6.9%, and 9.2%, respectively. Small cap stocks...

Equities moved to new highs in August with the Dow Jones Industrial Average (Dow), Standard & Poor’s 500 (S & P 500), and Nasdaq Composite up 2.1%, 3%, and 5.7%, respectively. Small cap stocks, as measured by the Russell 2000...

Equities were mixed for the month with the Dow Jones Industrial Average (Dow) down about 4/10ths of 1% and the Standard & Poor’s 500 (S & P 500) up about ½ of 1%. The Nasdaq Composite and Russell 2000 index were up for the...

Equities were lower for the month, with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500) and Nasdaq down about 4.3%, 3.9%, and 1.9%, respectively. Small cap stocks were down about 4% for the month, based on the...

Despite losses in the last few days of January, equities had strong gains for the month, with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500) and Nasdaq up about 8.1%, 5.6%, and 7.3%, respectively. Small cap...

HAPPY NEW YEAR!! Equities were mixed in December, with the Dow Jones Industrial Average (Dow) down about 4/10ths of 1%. The Standard & Poor’s 500 (S & P 500) and Nasdaq were up about 1% and 4/10ths of 1%, respectively. Small cap...

Equities were higher in November as some markets pushed to record territory. The Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq were up about 3.83%, 2.8%, and 2.16%, respectively. Small cap stocks were...

Economic Update, November 2017

Morrie W. Reiff, CFP®

Monday, November 6, 2017

Equities were higher for the month, some in record territory (again), during October, with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 4.3%, 2.2%, and 3.5%, respectively. Small cap...

Equities generally moved higher, some in record territory, during September with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 2%, 1.9%, and 5.8%, respectively. Small cap stocks up more...

TO: Valued Clients & Advocates FROM: Morrie W. Reiff, CFP® Your Financial Concierge SUBJECT: Equifax Breach & Credit Monitoring Information The Equifax breach of security has resulted in the compromise of the private information...

An Index Fund is a type of Exchange Traded Fund (aka: ETF) An ETF is a fund that is traded on stock exchanges. An ETF can hold asset such as stocks, commodities, or bonds. They have been available in the US since 1993 and in Europe...

When you turn on your television or radio and hear “Index this” and “Index that”, have you ever wondered what are all these “indices” are? You know it has to do with finance and stock markets, but...

Equities generally moved higher in August with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 2.8%, 2%, and 4.7%, respectively. Small cap stocks were down about 7/10ths of 1% for the month...

You spend your whole life working hard for your money, right? Well why not let your money work for you NOW? Do you have money piling up in your checking account or stored under your mattress? Well that might seem like a good idea at...

Do you have a "Modern Family" of your own? Do you have children and grandchildren who need financial guidance? Do you worry how your beneficiaries will handle their future inheritance? Whether it’s insurance planning, college...

Although we wish they did, Financial Advisor’s do not have a crystal ball to predict what the future holds. HOWEVER, there are many ways to protect your assets against the volatility of a market despite not having a magical...

Are you prepared for a financial emergency? Do you have a secret stash saved for a “rainy day?” What exactly qualified as an emergency? Natural Disasters Physical Accidents Vehicle Accidents Home Repairs Funeral Expenses...

Welcome to the official blog for Planned Asset Management! I would like to take a moment to tell you how excited we are to be adding a blog to our many forms of communication! In addition to monthly email newsletters, we are active on...