Tag: Bloomington
Writing a Letter of Instruction to Your Executor
Financial advisor Kevin Kingston wrote the article, “Writing a Letter of Instruction to Your Executor” for The Pantagraph. The article reviews the key elements of a letter of instruction.
Building Retirement Income Through Deferred Compensation Plans
High-income earners are usually unable to contribute the same proportional amounts to their qualified retirement savings plans as others. Non-Qualified Deferred Compensation (NQDC) plans may provide a favorable solution to mitigate this difference.
Past Performance is not Indicative of Future Results
Financial advisor Chris Ruedi wrote the article, “Past Performance Is Not Indicative of Future Results” for The Pantagraph. The article discusses individual investor returns and how they rarely beat index returns.
Economy Could Improve Rapidly as More Vaccines Become Available
Financial Advisor Kevin Kingston was interviewed by WJBC about how the economy may improve as more vaccines become available.
Charitable Gifting Strategies for 2021
Financial advisor Chris Ruedi wrote the article, “Charitable Gifting Strategies for 2021,” for The Pantagraph. The article discussed the different ways that donations can be made to provide tax benefits.
Assessing Economic and Financial Market Data
Financial advisor Kevin Kingston wrote the article, “Assessing Economic and Financial Market Data,” for The Pantagraph. The article examined financial data from 2020 and how it can impact long-term financial and retirement planning.
Stocks on the Rise as Joe Biden Sworn in as President
Financial advisor Kevin Kingston spoke with WJBC about rising stocks after Joe Biden was sworn in as the country’s 46th President.