Sherry Holly on How the President Impacts Your Long-Term Investments

There’s an old adage on Wall Street known as “Climbing the Wall of Worry.” There’s plenty to worry about this year, indeed. We’ve had many questions recently about the 2020 Presidential Election and its effect on financial plans. So what does it mean for your long-term investments? Election time concerns are sensible, since campaigns are…

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5 Ways to Get the Power of Dividends to Work for You

Everyone likes to get paid. Did you know that you can get paid as an investor, too? How? Through the power of dividends. When a company earns a profit, there are two main places where the money can go: The profits can be put back into the company to expand operations (by purchasing additional equipment)…

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Giving in the Time of a Volatile Market, Gratz Park Private Wealth

During times of market volatility, it’s important to review charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and market volatility may leave you cautious about making gifts. Temporary provisions in the CARES Act can promote charitable giving as well as provide you with other gifting opportunities. Because so many of you…

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Bear Markets, Finance, Investing, Recession, covid-19, market update, wealth management, Gratz Park Private Wealth, Lexington Kentucky

Turn on the morning news or read an article anytime we are experiencing market fluctuations or significant economic events, and you will likely hear those in finance discuss whether they believe we are experiencing a ‘bull’ or a ‘bear’ market. What are bull or bear markets? These are terms used to describe longer-term economic and…

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As concerns mount against the spread of the Coronavirus (COVID-19) to the United States, we have many clients getting in touch with questions and concerns surrounding the recent market activity. In light of this, we wanted to compile some further information for sharing with you.   What is COVID-19? According to CDC.gov, “Coronaviruses are a…

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SECURE Act, Financial Planning, Estate Planning, Wealth Management,

  If you’ve kept your eyes or ears on the news, it’s likely that you’ve heard the SECURE Act referenced in some form. The SECURE Act is a piece of legislation that was passed in December of 2019. SECURE is an acronym that stands for ‘Setting Every Community Up for Retirement Enhancement’. There are many…

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When the markets are in a full spectrum swing, it can cause you to feel uneasy and tempted to make a big move. This was especially true at the end of Quarter 3 in 2017, which showcased a prime example of unpredictable changes in both directions. Watch this video for some recommendations from Sherry on…

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