Blog

Investor symposium Event

Jordan Kerner - Westport CT

Tuesday, March 26, 2024

Yesterday, March 25, 2024, I had the opportunity to be a guest at an investor symposium hosted by six of the largest investment managers in the world.

Breaking 529 News

Jordan Kerner - Westport CT

Monday, January 22, 2024

Happy New Year! Many parents use 529 college savings plans to save for their children’s higher education. If they have a financial advisor, there should be a conversation about what happens if their child doesn’t go to...

There has been so much change over the past few years with all the recently enacted laws and changes affected by our government. I found some great information and wanted to pass it on to you in case you were confused. • RMD =...

Health savings accounts, or HSAs, have unique tax benefits. For savers, choosing how to best allocate money among a variety of account types may seem an impossible task. There are 401(k) plans, individual retirement accounts, 529 plans...

As always, I want to thank you for being such great clients and friends. A special shout out to those that have helped me raise new assets. For the new investments from existing clients and for referring friends and loved ones, I thank you.

Rather than talking about the markets, which I will continue to do nearly every quarter, I wanted to take some time to send a communication with some updates and thoughts on other ways I can serve/assist you.

As always, I want to thank you all for being such great clients and friends. Let me also thank you for allowing me to help you pursue your financial security by managing your hard-earned money. Many of you have trusted me with new...

As always, I want to thank you all for being such great clients and friends. Let me also thank you in helping pursue your financial security and with your hard-earned money. Many of you have trusted me with new investments this year...

Our emotions naturally make it difficult to make smart investment decisions, such as buying low and selling high. In reaction to stress, the reasoning part of our brain tends to shut down and survival instincts kick in.1 That’s...

As always, I want to thank you all for being such great clients and friends. Let me also thank you all for trusting me to help pursue your financial security and with your hard-earned money. Many of you have trusted me with new...

As always, I want to thank you all for being such great clients and friends. Let me also thank you all for trusting me to help pursue your financial security and with your hard-earned money. Many of you have trusted me with new...

As always, I want to thank you all for being such great clients and friends. Let me also thank you all for trusting me with your hard-earned money towards pursuing your financial security. Many of you have trusted me with new...

As always, I want to thank you all for being such great clients and friends. Let me also thank you all for trusting me with your hard-earned money and pursuing your financial security, particularly in this trying time. Many of you have...

Many of my clients have called both before and after the election in fear of what the election could mean for their investment accounts. I have explained it as follows. Before I do that, I want to say these are my opinions only and I...

This is the third newsletter that will start with my best wishes and hope that all are healthy and staying safe. As always, I want to thank you all for being such great clients and friends. Let me also thank you all for trusting me...

Apple and Tesla SplitWhy Retail Investors Guessed Wrong and Got Hurt Several weeks ago, Apple (AAPL) and Tesla (TSLA) announced that they were doing a stock split. AAPL was a 4 for 1 split and Tesla a 5 for 1 split. What this means is...

July 2020 Many market economists predict future market returns to be less than we have seen over the past for various reasons. Are they right? How can they know? Do any of us know? Should we have hope? The answer is complicated because...

I cannot believe that I am starting this newsletter the same way as the last. I am again wishing everyone my best and hope that all are healthy and staying safe. I am not sure that this will be the last time I say this, but I am...

Some wonder why the market keeps going up while there are so many unemployed and the economy seems to be in such bad shape. There are many reasons, including government stimulus, lower gas prices and lower interest rates. Moreover,...

Investors will still need to invest, and stocks will have to compete with bonds. With interest rates very low and seemingly low for some time into the future, the stock market could very well see a significant multiple expansion....

During this historic time, I hope that all are staying safe and well. I wanted to share this with you. Johns Hopkins University sent this excellent summary to avoid contagion. * The virus is not a living organism, but a protein...

In this crazy time, I want to start by wishing everyone my best and hope that all are healthy and staying safe. Nothing is more important than your health and wellbeing. As always, I want to thank you all for being such great clients...

Transferring IRA Money to an HSA You can make a one-time, penalty and tax-free rollover from your individual retirement account (IRA) to a health savings account (HSA). Officially known as a qualified HSA funding distribution, which...

2019 4th Quarter Newsletter As always, let me start by thanking you for being such great clients and friends. Let me also thank you all for trusting me with your hard-earned money and financial security. Many of you have trusted me...

As part of the Government Spending Bill signed by President Trump signed on December 20, 2019, the Secure Act has also been passed. Here are some of the Secure Act’s key changes I think you should note: 1. Individual investors...

Amid headlines of turmoil in the stock market, heightened global trade tensions and political tumult, it may seem like the safest place to store your money is in a savings account. Many people worry about losing money and would prefer...

The market has seen a lot of volatility this year. As a matter of fact, since January 2018 the market hasn’t been much higher than its starting point. Are you properly protected? The key to investing is something often reported...

Subject: 2019 3rd Quarter Newsletter As always, let me start by thanking you for being such great clients and friends. We are now done with seven and one-half months of the year and the stock market has had a good year so far from a...

Are you or your spouse going to be taking social security at full retirement age and have children under 18? Did you know that a child can receive up to half of the parent’s full retirement or disability benefit. The child must...

Do you have a spouse over the age of 66 taking social security? Were you born on Jan 1, 1954 or prior and have not started, or just started, taking social security? If so,v click the link below and learn about a valuable social...

Please call me at 475-619-2240 to understand if this is something that you should consider. Roth IRAs may be a good idea for overall retirement planning. The growth inside a Roth IRA accumulates income tax free if the account is held...

As always, let me start by thanking you for being such great clients and friends. We are now done with 4 months of the year and the stock market has had a good year so far from a performance standpoint. All 3 of the major stock indexes...

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...

Dear Friends, Forgive me, while I continue to pound the table for you to introduce me to your children and grandchildren. I can help those that are working and able to save, invest or need insurance. I believe strongly that helping...

Make sure to claim the student loan interest deduction. Borrowers can deduct up to $2,500 in interest on federal and private student loans on their federal income tax return. The student loan interest deduction is taken as an...

I would like to thank you for being such great clients and friends. Wow, the first quarter is already over. Between the markets and my kids, I have truly been busy and it has flown by. After just three months, the market has rebounded...

Check out the full article by clicking here! Waddell & Reed is not affiliated with Amy Morin and the opinions presented do not necessarily reflect those of Waddell & Reed or its affiliates. Investing involves risk, including the...

I would like to thank you for being such great clients and friends. Happy Chanukah to those who celebrated and Merry Christmas to those that are looking forward to celebrating. A Happy and Healthy New Year to all! As the year comes to...

For some time now, I have helped my clients determine whether they qualify for Roth IRAs and what potential benefits a Roth IRA can offer, particularly for their young children or grandchildren. As a refresher, contributions to a Roth...

I hope that the year 2018 is going well for all of you. As measured by the major indexes, 2018 has seen volatility return to the markets. This is something which we haven’t seen in a while. The first source of volatility are...

A couple of weeks ago I sent an email to you about market volatility. Since then I have met with numerous clients to discuss and review their portfolios Maybe your friends, family members, or business associates have not been made...

Dear Clients I have had the pleasure of helping many of you create and/or manage investment accounts for your children or grandchildren. In some cases, I have also worked directly with them. I enjoy helping young people and helping put...