Blog
Here is a great place to find new information on what we do !!
Outlook 2023: CEOs Are Cautious
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....
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Weekly Market Insights: Fed Talks Turkey on Lower Rates, Boosting Markets
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...
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October CPI: Game Changer or Head Fake?
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...
Read MoreNew Retirement Contribution Limits for 2023
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...
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Retirement Topics
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Read MoreHappy Holidays 2021 !!
We wish a great holiday season to all of our clients and their family, as well as future clients of Mulard Wealth Management.
Read MoreTransition to LPL
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...
Read MoreApril 8 Weekly Market Update
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...
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The IRS Extends Additional Tax Deadlines for IRAs, HSAs, and More
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,...
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Mulard Wealth Management
Mulard Wealth Management is the new name of our local office. We are progressively integrating the name and logo in our communications!
Read MoreWaddell & Reed office update
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...
Read MoreEnd of the Year Pointers
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...
Read MorePlanning for retirement - Roth IRAs
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...
Read MorePractice Update
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...
Read MoreExcellent Service Education
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...
Read MoreMore services
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....
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Pershing National Conference
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...
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