Blog | Equanimity Wealth Management

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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Beware of Social Security Phone Scams

Recently, we received a letter from Vonda Van Til, Public Affairs Specialist with the Social Security Administration regarding the recent increase in phone scams. We’ve received these types of calls here at the office and know of individuals that have been affected by such scams. As the old saying goes, “If it feels wrong, it probably is.” Protect yourself and share with others. If you have any questions, please contact our office or use the links at the end of the letter for additional resources.

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Three Possible Positives from Coronavirus-Caused Market Volatility

published by Scott Danek, CEO, CERTIFIED FINANCIAL PLANNER™ There are very concrete steps you may be able to take to turn the recent Coronavirus-concern market volatility in your favor.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.

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Holy Cross Services Homeless Services at the New Hope Community Center Lansing, Michigan

Our core values here at Equanimity Wealth Management is OTHERS. Others First – Serving our clients’ and communities’ needs before our own. Teamwork – A collaborative effort, emphasizing our respective strengths, focused on client outcome Honesty – A mutual relationship built o n trust, transparency, and accountability Excellence – Aspiring to do out best at every opportunity Respect – Showing consideration, regard and kindness to others Service – The art of putting others first that helps another person or solves their challenges In living our core values, we not only donate to several charities...read the full article

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.