MSMF Wealth Management

Agent Jane Bond wants you to know about how bonds help diversify a portfolio.

It's 2021: time to check your tax bracket! The latest issue of Retire Wise covers the 2021 tax rate schedule, standard deduction increases, and 5 ways to reduce pandemic-related stress. Read more here: http://bit.ly/retirewise-jan21

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Concerned about the social impact of your investments?

The latest commentary from @CeteraIM discusses a likely Democratic sweep of Congress and potential implications of their slim majority in the Senate. Click here to read more: https://bit.ly/3nmiQQz #economy #markets #stocks #election2020

No time is more critical than the end of the year to make sure you're taking advantage of opportunities to manage your tax burden. That's especially true this year, thanks to the CARES Act. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-nov20

The latest commentary from @CeteraIM discusses Joe #Biden being declared #President and potential implications from a divided government. Click here to read more: https://bit.ly/3lfQjMa #economy #markets #stocks #election2020

Even low inflation rates can pose a threat to investment returns. #inflation #investment

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

Voter turnout for a U.S. presidential election was the highest in modern history. The latest commentary from @CeteraIM discusses the election uncertainty, potential outcomes, and investment implications. Read more @ https://bit.ly/2Gt4sqp #economy #markets #stocks #election2020