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Is Gold Back?

Submitted by BCR Wealth Strategies on July 28th, 2020

After 10 years of underperformance, gold is back near its all-time high achieved in 2011. Gold is a unique asset in the public investing world. In the past, it was tied to currency. Some investors still consider it a store of value and a place to put their money during times of uncertainty.

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  • Author - Mark Hume
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Is It Time to Refinance?

Submitted by BCR Wealth Strategies on July 20th, 2020

You may have heard that mortgages are once again attractive to refinance. Over the last three months, these rates have managed to achieve five all-time lows. Just the other day, Freddie Mac, which buys mortgages from banks, reported an average 3.03% rate on 30-year fixed-rate mortgages, and there is a chance that we could see rates below 3% without points between now and the end of August.

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  • Author- Marshall Rathmell
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Pursuing the Modern American Dream

Submitted by BCR Wealth Strategies on July 13th, 2020

The American Dream is still alive, but it has changed over the past couple of generations. Homeownership previously defined our dreams. But now we pursue the modern American Dream through entrepreneurship.

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  • Author- Sandra Cleveland
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Successful People Traits

Submitted by BCR Wealth Strategies on July 6th, 2020

The topic of achieving success comes up a lot in discussion with our clients but even more so with the millennials. As we talk about their desires for the future, they share career aspirations and discuss what kind of jobs they would like to have and whether they are on a path that will get them there.

 

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  • Author- Clay Wood
  • Author- Marshall Rathmell
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What Happens When You Can't Stretch Anymore

Submitted by BCR Wealth Strategies on June 30th, 2020

The SECURE Act has taken away the ability to stretch an inherited IRA out over someone’s lifetime. What happens when you lose your flexibility?


In the case of inheriting a Traditional IRA, you are required to concentrate your tax liability. The new law requires you to distribute all assets from the inherited account within 10 years.

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  • Author - Mark Hume
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Cash Building in Your Bank account during COVID

Submitted by BCR Wealth Strategies on June 22nd, 2020

If you are fortunate enough to continue to receive your paycheck during COVID 19 or to receive your usual retirement income, you may find that cash is building up in your checking account, as reported by several of our clients.

This is not a problem, but it is an opportunity.

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  • Author- Sandra Cleveland
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Hindsight Investing

Submitted by BCR Wealth Strategies on June 15th, 2020

In a perfect investing world, you would be able to see market bottoms coming and be prepared to buy at that exact moment for ultimate investment gain, right?

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  • Author- Clay Wood
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How to be 100% Effective with Financial Plans

Submitted by BCR Wealth Strategies on June 8th, 2020

There are hundreds, probably thousands of diets out there. Odds are you have tried a few and you know tons of people that have tried different ones that either outright failed or gained the weight back shortly after.


Take a second and think, how many diets do you think are effective?

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  • Author- Marshall Rathmell
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Covid-19 and Claiming Social Security Retirement Benefits

Submitted by BCR Wealth Strategies on June 2nd, 2020

The current covid-19 virus has changed many people’s financial plans, at least in the short term, and, at most, for the rest of their lives. For those approaching retirement or Social Security claiming age, Social Security strategies that have been previously decided may be obsolete.

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  • Author- Harold Sasnowitz
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The Magic of Tax-Loss Harvesting

Submitted by BCR Wealth Strategies on May 29th, 2020

Tax-Loss Harvesting is like the magician pulling the rabbit out of the empty hat.  That rabbit you didn’t see comes as a reduction in taxable income.  And you keep your investment strategy intact if you have a similar alternative to rotate into.

 

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  • Author - Mark Hume
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