January 2020

Coronavirus: The Potential Impact on the Global Economy and the Markets

Submitted by Bond & Devick Wealth Partners on January 29th, 2020

There is a lot of news flow right now, with the tragic helicopter crash that killed Kobe Bryant, his daughter and several other people, the Trump Impeachment and the Coronavirus. The stock market has continued to downplay the impeachment process, and this will probably be a non-event for the markets, unless it leads to the removal of the President from office (which seems unlikely with th

The SECURE Act

Submitted by Bond & Devick Wealth Partners on January 14th, 2020

SECURE Act

On December 20^th, President Trump signed the SECURE Act. A significant piece of legislation that will impact retirees and workers preparing for retirement and their heirs.

Here are a some of the major changes:

Required Minimum Distributions

Avoiding FOMO when it comes to your portfolio

Submitted by Bond & Devick Wealth Partners on January 9th, 2020

The great investor, Peter Lynch, is credited with saying, “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” Since 1982 our firm’s philosophy has been to not try and time the market, as we know it is a loser’s game. What is important to become a successful l

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