RS Crum, Inc.

01/31/2022

Join RS Crum's Mark Rylance and Dan Sexton tomorrow as they recap 2021 and discuss what lies ahead for financial markets in 2022. They will cover topics such as:

• How financial markets performed in 2021
• Market valuations - What to expect from returns
• What we're doing to combat inflation
• What to expect with interest rates

To register: https://us02web.zoom.us/webinar/register/WN_rtRjxx0HQhmyu9eZYenJnw

To submit a question to be answered live: https://qtrial2019q2az1.az1.qualtrics.com/jfe/form/SV_enfTD3CAtspp3yS

01/18/2022

Join RS Crum's Mark Rylance and Dan Sexton as they recap 2021 and discuss what lies ahead for financial markets in 2022. They will cover topics such as:

• How financial markets performed in 2021
• What to expect with interest rates
• What we're doing to combat inflation

To register: https://us02web.zoom.us/webinar/register/WN_rtRjxx0HQhmyu9eZYenJnw

12/23/2021

This holiday season, give the gift of financial knowledge to the investors in your life. Whether you’re just starting to dip your toes into the stock market or are seasoned pros, these books make great gifts for those that want to learn more about how money works.

Learn about investment strategies, the psychology behind our most important decisions, and how to change your mindset around money with these books for young (and young at heart) investors.

This holiday season, give the gift of financial knowledge to the investors in your life. Whether you’re just starting to dip your toes into the stock market or are seasoned pros, these books make great gifts for those that want to learn more about how money works. Learn about investment strategies...

12/21/2021

The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond buying presents for loved ones and really means helping those in need can be an especially eye-opening experience for children. Even better, doing something to help others as a family can bring your family closer together and allows your children to see you modeling the behavior as well. We have 15 ways your family can serve others this holiday season:

The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond buying presents for loved ones and really means helping those in need can be an especially eye-opening experience for children. Even better, doing something to help oth...

11/16/2021

The holidays will be here before you know it, and in order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you may or may not be aware of.

If you’re not sure how your finances match up with your upcoming year-end giving strategy, now is the time to prepare yourself by making your lists and checking them twice. Organization is key in order to properly give this holiday season.

Follow these five tips to maximize your charitable giving strategy this year.

Giving Season Has Arrived! The holidays will be here before you know it, and in order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you may or may not be aware of. If you’re not sure how your finances match up with your upcoming year-en...

10/26/2021

I can’t believe it is already October. Time to ready the costume, carve the pumpkin, and watch scary movies (with a healthy helping of Halloween candy). It’s the time of year when a full moon, a little fog, and things that go bump in the night make us little more jumpy than usual. It is time of year for fear to have its close up. Fear plays an interesting role in finance and the work we do at RS Crum, Inc. It comes up in expected and unusual ways. But I want to talk a little bit about some of the more common fears financial advisors see.

by Daniel Sexton I can’t believe it is already October. Time to ready the costume, carve the pumpkin, and watch scary movies (with a healthy helping of Halloween candy). It’s the time of year when a full moon, a little fog, and things that go bump in the night make us little more jumpy than […...

10/21/2021

Last month, House Democrats provided a not so welcome distraction for high bracket and wealthy taxpayers from the ongoing pandemic by releasing their plan to adjust how basic income and estate taxes will work for businesses and families, and the two certainties in life promised by Benjamin Franklin have never been more certain.

While no one can offer a comprehensive summary or analysis of what these 881 pages of proposed new laws entail, we can cover many primary changes, points of confusion, and also the effective dates provided in this proposed legislation.

10/13/2021

One of Hanna's passions is to inspire and empower individuals to take control of their financial worlds - this aligns perfectly with her involvement with SheVest, a committee of female lead professionals dedicated to inspiring women to excel in personal money management through monthly financial wellness sessions.

Today, she's hosting a lunch session around budgeting!

Tune in at noon, register here: https://lnkd.in/geaqyzE4

https://www.linkedin.com/posts/uciciwm_shevest-event-activity-6852012356608884736-v7ZQ

We are looking forward to our next Shevest event! Grab your lunch, choose from budgeting, investing, impact breakout rooms, and learn with us! Register...

10/05/2021

Considering a vacation home?

This can be an exciting milestone, but there are few things to consider first...

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for t...

09/30/2021

Apps can make quick work of managing and tracking your spending by linking your financial accounts, categorizing your expenses and showing you exactly where your money is going. But are budgeting apps safe?

https://money.usnews.com/money/personal-finance/articles/how-safe-are-budget-tracking-apps

Claer Barrett and Aimée Allam, director of FT Flic, answer your questions

09/21/2021

So how do you define who’s wealthy?

The latest proposed tax changes from the House Ways and Means Committee essentially say a wealthy individual is someone who earns $400,000 a year or a couple with $450,000 in annual income.

How is that defined? The tax plans in Congress essentially say a wealthy individual earns $400,000 a year. But that figure, a financial psychologist says, is “arbitrary.”

09/09/2021

You might have noticed higher totals in your shopping cart recently.

What's going on?

Inflation.

Here's why:

We’ll take inflation for $1,000.