941-206-8500 Client Login HOW WE WORK YOUR TEAM SOLUTIONS CONTACT US FYI COVID-19 When the Fed Talks Inflation, Bond Investors Listen What the Fed’s new policy may mean for you. presented by Clear View Financial Services, LLC Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to run above 2 percent for a period … Read More Stories Will Be Told Stephen Wierhake Even after it is over, the COVID-19 crisis won’t be quickly forgotten. presented by Clear View Financial Services, LLC The COVID-19 pandemic has impacted us all in varying ways. If we just consider the experiences within our own social circles – our families, colleagues, friends near and far, the school teachers that we may know, the service providers some of us have known for years, the often familiar faces of employees at the stores we frequent, and the restaurants … Read More What Is Earnings Season? Financial results are reported each quarter. presented by Clear View Financial Services, LLC Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings season” and why is it important to Wall Street? Earnings season is the period of time when a majority of publicly traded companies release their quarterly financial reports. Companies often go into great detail about the forces that … Read More Tackling Loneliness and Depression after Retirement Douglas Young As we age, we are all faced with new challenges. You may lack the energy, interest as well as enthusiasm for many of life’s ups and downs or may not be as physically fit and be able to participate in many events. Many new retirees find getting used to retirement or being retired is an obstacle on its own – … Read More Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. presented by Clear View Financial Services, LLC Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to … Read More Tax-Loss Harvesting A useful year-end move to counteract capital gains. presented by Clear View Financial Services, LLC 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 with a loss and practice “tax-loss harvesting.” Keep in mind this article is for informational purposes only. It’s not a … Read More Multigenerational Households Are Becoming More Common Stephen Wierhake This might surprise you: according to Pew Research, statistics indicate that almost one in five individuals live in multigenerational housing – where adults from at least two generations share the same home. What’s behind this trend? What are some of the positives that families experience? What are some of the challenges? Reasons for the resurgence in multigenerational households Financial need … Read More A Stock Market Lesson to Remember Confidence can quickly erode, but it can also quickly emerge. presented by Clear View Financial Services, LLC Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, down 33.9% from a record close on February 19.1 On April 17, the S&P … Read More Retirement Alert: How to Be Prepared for Emergencies Douglas Young Most emergencies in life affect us financially. Job loss, serious illness, injury, a major necessary home repair, or perhaps a needed repair to your vehicle – any of these can be costly. There’s also the risk of a natural disaster. We have clients in many states – and we know that several have experienced hurricanes, flooding, tornadoes, mudslides, wildfires, and … Read More Key Provisions of the CARES Act Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. presented by Clear View Financial Services, LLC Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental legislation in perspective, Congress earmarked $800 billion for the Economic Stimulus Act of 2008 during the financial … Read More 1 2 3 ... 4 → Recent Posts When the Fed Talks Inflation, Bond Investors Listen Stories Will Be Told What Is Earnings Season? Tackling Loneliness and Depression after Retirement Who Is Your Trusted Contact? PROUD MEMBERS OF Kings Crossing Office Park 1502 Kings Highway, Suite 300 Port Charlotte, Florida 33980 © Copyright 2021 Phone: 941.206.8500 Fax: 941.206.8501 Toll Free: 866.997.1318 Contact Us Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Summit and Cetera or their affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Summit and Cetera or their affiliates. Privacy Policy Business Continuity Important Disclosures Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through outside websites. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com FINRA's BrokerCheck. Obtain more information about our firm and its financial professionals. c