Even the most thought-out financial strategy may need to be adjusted for unexpected events, such as changes to your family life or career, or shifts in your family priorities. These are important opportunities for us to connect and ensure we make any adjustments to accommodate your new or shifting goals. Some of the most common…
Dear Valued Client, Last week’s closure of Silicon Valley Bank (SVB) marked one of the largest bank failures in history and sparked fears over the health of the entire financial system. While the situation remains fluid, below you’ll find a high-level overview. Highlights The collapse of Silicon Valley Bank fueled a sharp sell-off…
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.…
Effective January 1st, Mary Jane Koesters became a partner in Moorman, Harting Financial Services Ltd. Mary Jane has been with Moorman, Harting Financial Services Ltd for 19 years. She is a Financial Advisor and holds the AIF and CPFA credentials. Mary Jane serves as the Director of Financial Services for the company and assists clients…
Moorman Harting Financial Services Represent at the annual Avantax National conference Avantax held their annual National Conference in Atlanta from Sunday November 13th to Tuesday November 15th. Moorman Harting Financial Services was represented by several Financial Advisors and Financial Assistants and spouses. They attended a variety of classes and learning sessions. They plan on…
Jennifer L. Gaerke passes Series 6 and Series 63 Exams Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. is pleased to announce that Jennifer L. Gaerke, a Financial Services Coordinator, and tax preparer, has passed her Series 6 and Series 63 exams. Her growth reflects the continuous commitment to excellence the firm has…
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted 81 daily moves of at least 1% through August. Of those moves, 39 have been to the upside and 42 to the downside. In the…
Market Turbulence – Rates and Russia The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022. Stocks and bonds alike are firmly in negative territory for the year, while the VIX (volatility index), has nearly doubled and the bond market’s companion measure of volatility,…