CM Market Update-May 6, 2020
In this CM Market Update slide presentation, Arnold and Scott walk us through CM's thoughts on the current market valuation, which sectors seem overvalued, and the sectors that appear to be in a value zone.
How to Get Your Adult Children to Stop Relying on You Financially
Are you still paying your children’s phone bill or offering financial assistance when they ask for it? Supporting your adult children can decrease your chances of a quality retirement and inhibit their growth. If it’s time to smoothly cut the cord — follow these 4 steps to ease the process!
Not Itemizing Deductions for Your Charitable Gift Anymore? Retirees May Have a Valuable Workaround: Qualified Charitable Distributions
The Tax Cuts and Jobs Act that went into effect in 2017 materially raised the standard deduction. This increase has sharply cut into the number of filers who will itemize their tax deductions. However, if you’re a retiree over age 70½, you have a potential workaround that preserves the tax benefits of giving, even if you don’t itemize!
Financial Advisors Strive for a Higher Standard When Recommending Life Insurance
CNBC interviewed Scott Van Den Berg on how financial advisors can strive for a higher standard when recommending life insurance.
Putting Cybersecurity Plans to the Test
Scott Van Den Berg was recently interviewed for CNBC’s article on cybersecurity for financial advisors detailing the protections that have been taken at Century Management on behalf of clients.
Scott Van Den Berg Speaks With Pam Krueger at The Advisor Thought Leader Summit
Scott talks about who he is and how being a truly independent advisor makes a difference.