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The market has had a rough week or two as a couple of earnings reports came in poorly as well as there has been a lot of political blustering. On the earnings side of things, many of the top stocks of the last year were priced for perfection. As an
The markets have continued to be relatively positive except for the this week with the new challenge from a Chinese AI startup. We continue to focus on the Fed and their actions as what we expect to be one of the primary drivers of the stock market in 2025. The
The Fed concluded its last meeting of the year and as was expected, lowered interest rates by a quarter of a percent. This marks the third cut in a row and a total of a one percent decrease from the peak. The big question is how much further and how
Did you know that 60% of Americans haven’t updated their estate plans in the last five years, and many don’t have the life insurance needed to protect their families?
This is a common issue in estate planning, and without the right life insurance, your loved ones might face hefty
Guardianship and estate planning are like a safety net beneath a tightrope.
Without them, one unexpected event—a sudden accident or illness—could uncertain your children’s future.
With the right plan in place, however, your family can move forward confidently, knowing your children will be supported by the people you
“After my father passed, we spent months trying to recover his digital accounts. The bank, his email, and even his social media were all locked. We never recovered his cryptocurrency—it was gone forever.”
This is a typical story that happens to many families.
Digital assets, such as online
“John thought everything was under control. He had remarried in his 50s, had two children from his first marriage, and believed leaving everything to his new wife in his will would take care of things. But when John passed away, his family faced confusion. His children from the first marriage
Have you ever considered what legacy you’ll leave behind beyond financial wealth?
For many people, estate planning focuses on helping their families feel secure for the future.
But there’s also an opportunity to create a lasting impact by including charitable giving in that plan. It’s not just about
Copyright © 2021 · Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.
