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“How Americans Save, Spend and Invest”

Jun 30, 2023 | Behavioral Finance, Investing, Investing Goals, Retirement, Uncategorized

Blog     “How Americans Save, Spend and Invest”   Ever since the pandemic hit us in early 2020, something that has been very interesting to watch is how Americans save, spend, and invest their money.  While during COVID lockdowns, our spending choices...

“Uncertainty is the Only Certainty”

Apr 28, 2023 | Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog “Uncertainty is the Only Certainty” If you keep up with the news on a daily basis, it’s hard not to notice the constant fluctuation and turmoil on a geopolitical and financial front.  Whether it is increasing interest rates, persistent inflation, or...

“2022 was Tough; What’s the Outlook for 2023?”

Mar 24, 2023 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog 2022 was Tough; What’s the Outlook for 2023?   Investors just went through one of the toughest investment years in history. This was quite a change from 2019, 2020, and 2021 which saw strong stock and bond returns despite the pandemic. The question on...

‘The Highlights from Secure Act 2.0’

Jan 12, 2023 | Investing Goals, Issues that effect todays Market, Retirement, Tax Concepts for Retirement, Weekly Financial Thought

Blog “The Highlights from Secure Act 2.0″   In late 2019, Congress passed Setting Every Community Up for Retirement Act 1.0 (SECURE).  This revised rules around retirement saving, including raising the age for required minimum distributions to 72 and...

End of Year Financial Considerations

Dec 2, 2022 | Charitable donations, Investing, Investing Goals, Retirement, Weekly Financial Thought

“Don’t let the year finish without considering some of these financial moves”

Year End Financial Considerations

Oct 21, 2022 | Investing, Investing Goals, Tax Concepts for Retirement

Blog “Year End Financial Considerations”   It’s crazy to think we are just over 2 months from the end of 2022 but that is reality.  Amidst the upcoming holiday period it can be easy to let other areas of your life take a back seat.  While 2022 has been a...
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Van Gelder Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, FL, ID, IL, IN, MO, NV, NC, NY, OH, TN, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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