Posts by Dr. John Colegrove, CFP®

IRS Form 1099 Timing

If you are reading this article, congratulations! When it comes to filing tax returns, your mantra is: “Git-R-Done,” as Larry the Cable Guy likes to say. But, as you seek to finish up your tax return, you might find a fly in your soup. And that fly is known as Form 1099 – which you…

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The purpose of this letter is to address the SECURE Act, which was just passed and signed into law by President Trump on December 20, 2019. The combination of impeachment proceedings and the Christmas holidays kept this out of the limelight of the press. But it passed alongside the spending bill. For your reading pleasure,…

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Market News: A Fed Rate Cut and the Economy

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated…

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Market News: Longest Economic Expansion Ever!

Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news on the global trade front from the recent G20 Summit in Japan. President Trump and China’s President Xi agreed to a trade truce, clearing the way for the two nations…

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Midyear Outlook 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, with investment insights and market guidance through the end of 2019. LPL Research believes that even as investors face prospects for periodic bouts of volatility, emphasizing fundamentals will remain critical…

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What is a Fixed Annuity?

What is a Fixed Annuity? A fixed annuity is an insurance product designed to provide investors with principal protection, a fixed rate of interest, and tax-deferred growth. It is most appropriate for investors aged 59 ½ or more, due to the fact that a 10% IRS penalty may apply to growth that is “cashed out”…

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