Inherited IRAs and 401(k)s – Part 2
A little more detailed look into the SECURE Act and what it may mean to you.Thanks to Wealth.com, our partner in estate planning. If you have any questions or would like to discuss how Quantum Private Wealth may assist you to reach your financial goals, please call us at 847-474-1400.On July 18, 2024, the IRS issued the long awaited final regulations to many provisions of 2019’s SECURE Act. Perhaps most anticipated were those regulations relating to the distribution requirement for beneficiaries
Inherited IRAs and 401(k)s – Part 1
Implications of the SECURE act for financial planning
Investment Implications for Bonds
Midyear quick overview. Taken From AllianceBernstein’s Midyear Report CardShould you like to discuss bonds, or any investments please feel free to give us a call. Quantum Private Wealth LLC. is an investment adviser located in Tampa, Florida. Quantum Private Wealth LLC. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.
If it doesn’t work…why keep doing it?
It has been said that the definition of ‘Insanity is doing the same thing over and over again while expecting a different outcome.’ Anyone who has faced a problem in business knows this…or they are out of business. Yet in Washington our elected officials just seem to believe that more of the same will magically lead to a better outcome. One might question why we continue to mostly elect officials that fit the definition for insanity, but that’s probably not for LinkedIn. Yet, believe it or not
So, you say Government Policies don’t impact you…
In 2007 the real estate market was in a bubble. Prices were high, speculation was rampant (remember the story from the movie the Big Short about exotic dancers using cash to make down payments on multiple homes with almost no credit) and the government was enacting new rules about ‘affordable’ housing.Here we are, 17 years later, and prices are higher than ever. BUT…we are not in a bubble.The question is why?Read on to understand why government policies combined with the reality that we all ne
What’s old is New Again!
Wall Street is returning to where it began. Back in the old days, that’s way before the internet and before most people had telephones, Wall Street made people pay for their stock buys when they made them. You wanted to buy 100 shares of GM? Well, you needed to pay then. Over the years, as market activity grew, it was decided that in order to correctly settle all the new transactions that the settlement period for buying and selling securities would extend out to 5 business days. As technolog
You know I don’t like bonds …but…..
I’m a growth guy. I like to look for companies that grow faster than their peers and invest over a 3-to-5-year time horizon. But I’m also a realist. And there are times where even a growth guy can acknowledge that there are opportunities or may be opportunities in fixed income.Below comes from one of the investment management firms that I believe has very good forward-thinking research. Thanks to the folks at AB for supplying!A Note from the AB Fixed Income Trading Desk Thoughts from Our Senior
1st Quarter 2024 Market Review
From First Trust Advisors L.P.Sources: Bloomberg and Investment Company Institute and yCharts.UP, up, not so up…. The S&P 500 Index (“Index”) climbed a wall of worry and stood at an all-time high of 5,254.35 on 3/28/24, according to data from Bloomberg. The S&P MidCap 400 Index also rose to an all-time high of 3,046.36 on 3/28/24. This contrasts the performance of small capitalization stocks . The S&P SmallCap 600 Index remained 8.28% below its record closing high as of the same date. In March,
Estate Planning – Who Needs it?
If you are someone that has things and people you care about, then this article is for you! Be a part of the 28% of Americans who are ahead of the game. Start your plan today to help your loved ones avoid conflict. Don’t leave anything to chance! Why not give us a call to start the process???Quantum Private Wealth LLC. is an investment adviser located in Tampa, Florida. Quantum Private Wealth LLC. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adv
Estate Planning – Top Five Misconceptions.
Let’s be real. We are all busy people! Things like Estate Planning may not make it to the top of our list for a number of reasons. In this article we will find out why Estate Planning is so important and what are some of the common misconceptions. Quantum Private Wealth LLC. is an investment adviser located in Tampa, Florida. Quantum Private Wealth LLC. is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skil