Simply Financial - Exvadio Network

Information From the Fidelity Study Quarter 1 2018

“Time in the market is more important than timing in the market”“79% of millionaires studied identified their company sponsored retirement plan as the KEY wealth building tool”join us at www.elliottwealth.com

Holistic Approach - The loss of a spouse can be a devastating, life-changing event.  Due to longer life expectancies, women especially are more likely to face this situation.

Short term-Steps to Take, Locate documents and records, tracking and filing, settle estate and taxes, apply for benefits, update account names, re-evaluate short term expenses, AVOID HASTY DECISIONS.  Moving Ahead: The BIG picture.

Interest Rates (See Episode 2-21 "The Rise of Interest Rates"), Strong Job Market, Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update"), Deregulation, Trade Policy

Interest Rates (See Episode 2-21 "The Rise of Interest Rates"), Strong Job Market, Tax Reform (See Episode 2-11 "Planning for 2018 Including Tax Law Update"), Deregulation, Trade Policy

Tell me about your phrase “Known, Liked, and Trusted”.
OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?

Tell me about your phrase “Known, Liked, and Trusted”.
OriginationImportance todayChallenges today given technologyPlease share techniques to become more known, more liked, and more trustedWhat is thought leadership and why is it important?What are the top 5 thought leadership best practices a day?

When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future.  Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%.  Their notes said this decision was based on inflation recently moving close to the U.S. Central Bank’s target and that, “on a 12-month basis is expected to run near the Committee’s 2% objective over the medium term.”

(Source: reuters.com 5/2/2018)

When reviewing the current environment for interest rates, almost all analysts are in agreement that they will continue to rise in the future.  Short term interest rates, which in recent years were at historically low levels, have already risen. The Federal Reserve has already increased rates once this year, and at the end of a 2-day policy meeting, on May 2, the Federal Reserve decided unanimously to hold interest rates steady at the target range of 1.5 to 1.75%.  Their notes said this decision was based on inflation recently moving close to the U.S. Central Bank’s target and that, “on a 12-month basis is expected to run near the Committee’s 2% objective over the medium term.”

(Source: reuters.com 5/2/2018)