Blog

Here is a great place to find new information on what we do !!

Monday, December 5, 2022

It appears that America’s corporate leaders are preparing for the worst while hoping for the best.Almost half of S&P 500 CEOs in second-quarter conference calls pointed to “recession” as a potential headwind in 2023....

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Monday, November 21, 2022

October's Consumer Price Index (CPI) had some encouraging news for investors, but others asked, "Is this a game changer or another head fake?"While it's a bit early to know the answer, it was great to see that inflation rose at a...

Monday, November 7, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Thursday, June 16, 2022

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Sunday, November 28, 2021

http://www.fmgwebsites.com/ba6dfb49-fc1a-4680-b282-b07097b53c0b/resource-center/retirement/an-inside-look-at-retirement-living#

Wednesday, November 24, 2021

We wish a great holiday season to all of our clients and their family, as well as future clients of Mulard Wealth Management.

Tuesday, May 4, 2021

For all of our valued clients, I want first to thank you for allowing us to provide you with wealth management services. As you receive on-going communications about the transition from Waddell & Reed to LPL, which should take place on...

Friday, April 9, 2021

Stocks got off to a notably strong start on Monday before moving somewhat sideways in the days that followed. The market jumped this week on the heels of a surprisingly strong jobs report that was released last Friday. Subsequently...

Friday, April 9, 2021

Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021.1More time for allHowever,...

Monday, March 29, 2021

Mulard Wealth Management is the new name of our local office. We are progressively integrating the name and logo in our communications!

Thursday, February 4, 2021

Our home office has announced some new developments regarding the LPL Financial Holdings Inc. and Macquarie Management Holdings, Inc. joint acquisition of Waddell & Reed Financial, Inc. Please contact us by email at gmulard@wradvisors...

Monday, November 16, 2020

Many clients will benefit from the mutual fund yearly distributions that usually happen in early December. The distributed amounts can be in the form of capital gains or dividends, that will be reflected on the 1099 B form for the...

Monday, October 26, 2020

Remember all the potential tax benefits that a Roth IRA can offer to the owner and its use during retirement. Roth IRAs are funded with after-tax contributions and have the potential to grow tax-deferred and distributed tax-free, are...

Wednesday, October 21, 2020

We continue to service our clients with close attention, practicing recommended social distancing guidelines at the office, and limiting to in-person meetings to necessary situations. We use the Zoom service over the internet to hold...

Thursday, October 24, 2019

We always want to maintain top level industry knowledge for the benefit of our clients. Great understanding of our systems make us very knowledgeable on the field. We also will attend a 401(k) Excel conference to talk and master all...

Thursday, September 26, 2019

We have added new feature to ease your bank draft or disbursements between your investment account and your bank accounts. Call or email us for details....

Saturday, June 15, 2019

We are returning from the Pershing/BNY Mellon National Annual Conference. We had a chance to listen to many speakers who talked on financial trends, economic forecasts and ideas to help us better serve our clients. Our mutual fund...