Wright Associates

03/16/2022

We've said many times that during periods of market turmoil, the best response is to sit tight, and don't let your emotions take the wheel. And that's still true - trying to time the market is clearly a mistake, but there are many planning and investing moves you can make that are in your control, and could provide a big boost your financial health.

This is not a post about what comes next for the market, but rather about wise planning moves to take during sustained periods of market

03/03/2022

By now, your New Year’s resolutions have probably fizzled out. Despite high hopes for our health and wealth goals, something always seems to derail our plans.

That was the inspiration for our recent webinar: Flourishing Financially: Using SMART Goals To Get Results

To learn how to get back on track, and stick to your plan, check out this great presentation by Kyle Beckhusen, CFP®, CLU® and Niki Campbell, NDTR, Executive Health Coach on using SMART goals to achieve your big picture health and wealth goals

Flourishing Financially: Using SMART Goals to Achieve Your Financial Wellness Objectives. Resolutions are great, but to get lasting results

02/23/2022

Tax season is almost here, but it doesn't have to be painful!

To make tax season easier to bear, we created a 10-step checklist highlighting the issues you should consider and the documents you should collect for your tax-preparer.

The deadline to file your 2021 taxes is April 18th. To help you prepare, we’ve created this tax planning checklist highlighting the

02/10/2022

Discussion topics: How to integrate goal-achieving behavior into your life, setting realistic targets, and how to stay focused after the first few weeks.

12/21/2021

Holiday Feast Photos

Upload your favorite holiday feast photos to this post (we will too) and in January we'll send out a collage showcasing everyone's beautiful tables.

12/17/2021

With family gatherings and holiday happy hours ramping up, year-end tax planning might be the last thing on your mind. But from tax-gain harvesting to qualified charitable distributions, there are still a number of moves you can make to lower your 2021 tax bill.

https://kswrightassociates.com/market-commentary/year-end-tax-planning-tips-for-2021/

12/07/2021

The markets have been bouncing around a lot since Black Friday, but if you pull back from the day to day, we’ve actually experienced very few significant headwinds since March of 2020.

Other than a small dip in October, the worst drop we had so far, all year in the stock market, was 5.33%. There have not been many red days.

11/18/2021

If your financial situation has become too complex, or if you have financial goals, but are not sure how to achieve them, schedule a free consultation with one of our fiduciary advisers.