(404) 890-5606Estate Planning
Could Custodial IRAs Help Young Adults Buy Homes?
Presented by Nicholas Wealth Management September 20th, 2021 Some parents and grandparents have that possibility in mind. Absolutely. Is that their only purpose? Not necessarily. This would obviously be a tall order for an adult, given current home values, yearly IRA contribution limits, and the priority of amassing retirement savings. How about for a…
Read MoreRecovering from COVID
Provided by Nicholas Wealth Management June 7, 2021 With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery. In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the provision of 295 million vaccinations; 51% of Americans…
Read MoreWeekly Economic Update: A streak of optimism as fiscal stimulus boosts the markets; Yellen encourages spending
Presented by Nicholas Wealth Management January 26, 2021 Weekly Market Update In this week’s recap: A streak of optimism on fiscal stimulus and vaccines boosts the markets; Yellen encourages federal spending The Week on Wall Street Anticipation of a new fiscal stimulus and improved vaccine distribution powered stocks to fresh record highs last week with technology…
Read MoreWeekly Economic Update: Mixed Reactions from Markets; Biden Administration Outlines Stimulus Plan
Presented by Nicholas Wealth Management January 19, 2020 Weekly Market Update In this week’s recap: Mixed news elicits a mixed reaction from the markets; incoming Biden Administration outlines stimulus plan. The Week on Wall Street Markets drifted lower last week as uninspired investors digested mixed news on the economic front. The Dow Jones Industrial Average…
Read MoreWeekly Economic Update: Stock Market Starts 2021 on a High; Disruption at the Capitol
Presented by Nicholas Wealth Management January 11, 2020 Weekly Market Update In this week’s recap: Despite continued COVID-19 woes and unrest in Washington D.C., the stock market starts 2021 on a high. The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick…
Read MoreWeekly Economic Update: Stocks Hit Record High; Market Reactions on Stimulus Checks and Vaccine
Presented by Nicholas Wealth Management January 4, 2020 Weekly Market Update In this week’s recap: Happy New Year! Stocks hit record highs and have varied reactions on stimulus checks and another potential vaccine. The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year…
Read MoreWeekly Economic Update: Rising COVID-19 Cases; Stimulus Bill Stall; Anticipated “No-Deal” for Brexit
Presented by David Nicholas December 14th, 2020 Weekly Market Update In this week’s recap: Rising number of COVID-19 cases and no progress on a stimulus bill lead to a bumpy week on Wall Street; U.K. anticipates “No-Deal” for Brexit. The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress…
Read MoreAnnual Financial To-Do List
Provided by David Nicholas November 23, 2020 Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building…
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