The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending bill and signed into law by the president in December. Here are a few provisions that may affect you. Unless otherwise noted, the new rules apply to tax or plan years starting January 1, 2020.Continue reading “The SECURE Act Offers New Opportunities for Individuals and Businesses”
Condor has sent out its 2019 4th Quarter Newsletter!
- Condor Capital Reviews 4th Quarter 2019
- For College Savings, 529 Plans Are Hard to Beat
- Hindsight Is 2020: What Will You Do Differently This Year?
- Could You Survive a No-Spend Month?
- How Consumers Spend Their Money
You can read our online copy by clicking here.
Financial markets finished the year near all-time highs, wrapping up a decade marked almost exclusively by bull markets. The S&P 500 Index gained another 9.06% in the fourth quarter, resulting in an overall gain of 31.48% for the U.S. benchmark in 2019. While it should be noted that this stellar year came off a low base thanks to a relatively large market downturn in December 2018, it still proved to be a year of strong economic growth and multiple expansion, with markets resilient against trade and political uncertainties. As was often the case in 2019, growth stocks outperformed their value counterparts in the fourth quarter, though the gap between the two did narrow in the second half of the year. Healthcare and technology stocks significantly outpaced many other sectors, while real estate and utilities lagged notably. Small-caps finished the quarter as the top performers, followed by large-caps and then mid-caps.Continue reading “Condor Capital Reviews 4th Quarter 2019”
Your child has applied to several colleges, and the financial aid awards are starting to arrive. But when you take a look, they’re less than what you expected. Or maybe your returning college student got less aid than he or she did last year. Is there anything you can do to get more financial aid?Continue reading “How to Land a Better Financial Aid Package”
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have committed to giving the majority of their wealth to philanthropic or charitable causes.Continue reading “How to Give Like a Billionaire When You Don’t Have Billions to Give”