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Archive for March 2021

Can Money Buy Happiness?

By Ashley.wright@advisorsexcel.com | March 30, 2021

In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held true only up to an…

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That Pesky Early Withdrawal Penalty: It’s There for a Reason

By Ashley.wright@advisorsexcel.com | March 23, 2021

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by…

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Is the Market Poised for a Value Shift?

By Ashley.wright@advisorsexcel.com | March 16, 2021

The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many…

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Retirement Planning Insights

By Ashley.wright@advisorsexcel.com | March 9, 2021

Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social Security strategies worth considering in…

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What Is The Value of a CEO Pledge?

By Ashley.wright@advisorsexcel.com | March 4, 2021

As it turns out, the value of the 2019 pledge signed by 181 U.S. corporate CEOs was a fairly good deal for themselves and their shareholders … although less so…

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  • The Nature of Risk
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  • The War on Oil Prices
  • The Value of Multiple Retirement Income Streams

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