by David Guttery | Feb 8, 2019 | Articles
Section 529 Plans were created under the Small Business Job Protection Act of 1996 for the purpose of allowing people a tax advantaged way to save for the higher education expenses of a beneficiary. At a high level, the account is owned by one person, and a successor... by David Guttery | Jan 4, 2019 | Articles
Thoughts On The Outlook For 2019 David R. Guttery, RFC, RFS, CAM Volatility never really goes away. Indeed, the 15 months between November of 2016 and February of last year were unique in that volatility was largely absent, but over time, such is a constant of the... by David Guttery | Nov 13, 2018 | Articles
Maximize Your 401(k) Plan Benefits At Work According to industry sources, almost 46% of adults responded to surveys by admitting they either did not contribute to an employer’s retirement plan, or contributed very little into such plans. Only 16% of the respondents... by David Guttery | Oct 30, 2018 | Articles
Responding To Market Volatility It seems that after a relatively quiet and positive 2017, that 2018 has seen the resurgence of volatility. Remember that markets are discounting mechanisms. This means that assumptions about the future are priced into current values. ... by David Guttery | Oct 13, 2018 | Articles
When A Life Changing Catastrophe Strikes Death, sickness, disability, and other happen. They just do. Often times, situations such as these appear suddenly. An unforeseen diagnosis, or a disability caused by an accident, or death, can be devastating to otherwise... by David Guttery | Sep 13, 2018 | Articles
The Durability of Retirement Income is Critical The term durable, as it pertains to retirement income, implies that you can’t outlive the income, and neither can the market take away, or erode the income. Examples of durable income would include Social Security, or...
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