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‘The Highlights from Secure Act 2.0’

by Tony Van Gelder | 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

by Tony Van Gelder | 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

by Tony Van Gelder | 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...

‘Your Goals > Stock Market Movements’

by Tony Van Gelder | Apr 29, 2022 | Financial Planning, Investing, Investing Goals, Retirement

Blog “Your Goals > Stock Market Movements”   For those who’ve been reading our weekly articles for some time, you might recognize the title.  We have re-visited the idea that your personal goals should hold a greater weight than what is happening...

Don’t Sell Hope Short “

by Tony Van Gelder | Mar 4, 2022 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

“Markets have been rattled and investors are justifiably concerned about what to do next. This is a great reminder that hope and patience have always rewarded investors in the past and are likely to do so again in the future.”

Mortgage Rates and Offer Prices

by Tony Van Gelder | Feb 4, 2022 | Housing, Investing Goals, Issues that effect todays Market

“Increasing interest rates are expected to cool the housing market. It may be worth considering your desired monthly payment amount vs. your desired purchase price in this changing environment!”

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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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