May Is Disability Insurance Awareness Month What it is, and why it’s important. Provided by John Boyer   Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability.. read more →

07 May 2020
May 7, 2020

Tax-Loss Harvesting

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Tax-Loss Harvesting A useful year-end move to counteract capital gains. Provided by John Boyer   Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments.. read more →

Please see the attached file for this Week’s Economic Update: May 5, 2020 Securities offered through Securities Service Network, LLC. (SSN), member FINRA/SIPC. Advisory services offered through John Boyer, Inc., a Registered Investment Advisor. Some employees of John Boyer, Inc. are registered representatives of SSN. John Boyer, Inc. is otherwise not affiliated with SSN. Certified.. read more →

Pullbacks, Corrections, and Bear Markets What’s the difference? What do these terms mean for you?  Provided by John Boyer   The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe “this time it’s.. read more →

23 Apr 2020
April 23, 2020

Traditional vs. Roth IRA

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Traditional Vs. Roth IRA Do you know the difference? Provided by John Boyer   Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act in 1997, are owned by nearly 22.5 million households.1 Both are.. read more →