As the Coronavirus continues to unfold, the team at Hoover Financial Advisors would like to share a third party perspective that we think is both timely and relevant. This commentary is written by Joe Davis, Vanguard’s Global Chief Economist. Our
“Should I refinance my mortgage?” is a question we often get from our clients. If you have recently asked yourself this question, now would be a great time to weigh your options. First, let’s take a look at some of
What is an Interval Fund? An interval fund is an investment vehicle that periodically offers to repurchase its shares from shareholders, generally every three, six, or 12 months, instead of offering the daily liquidity available in an open-end fund. Interval funds
We often get the question from our clients: “My company offers a Roth option within my 401k plan, should I put a portion of the money I am deferring in my 401(k) into the Roth option as well as my
Having a national student loan balance over $1.6 trillion, multiple federal loan programs and payment options - you are not alone in feeling dazed and confused when it comes to repaying your student loans! This is especially true for physicians
As I reflect on 2019, Wow! What a difference 12 months can make! I sincerely believe that many of our clients are feeling very good about their financial situation, investment returns and the strength of our US economy. We all
A client asked: “What is the SECURE Act and how does it affect my retirement accounts?” The Setting Every Community Up for Retirement Enhancement Act (SECURE Act or the Act) was signed by the President on December 20, 2019. It makes
As we enter the holiday season, we observe that Christmas has noticeably come early for investors this year. November was the best month of 2019 for equity investors, and on the whole, this has been a year of strong investment
A client asked for checklists for year-end tax planning for Tax Year (TY) 2019 and tax planning for Tax Year 2020. Here are some things to think about to do tax planning. Check Tax Withholdings and Quarterly Estimated Payments for TY2019
In less than a week, the holiday season officially begins. Stores are filled with gift options for everyone from pets to grandpa. In October, the National Retail Federation (NRF) estimated 2019 seasonal sales would total between $727.9 billion and $730.7
As I reflect on 2019, Wow! What a difference 12 months can make! I sincerely believe that many of our clients are feeling very good about their financial situation, investment
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