Social Distancing and Your Health
Submitted by Bond & Devick Wealth Partners on March 26th, 2020Social Distancing and Your Health
Our Blog
Don't Make it Worse by Being a Sucker
Submitted by Bond & Devick Wealth Partners on March 19th, 2020Our firm was founded in 1982, one of the advantages this longevity affords us is that we have seen a lot over the years. In each of the past crises there has always been an uptick in the peddling of dubious investments.
I Want To Help - How and Where?
Submitted by Bond & Devick Wealth Partners on March 17th, 2020As circumstances our world faces change daily, the concern for those less fortunate grows. Our Custodian, Charles Schwab, sent out information including resources (listed below) for those who would like to help during this time of great need for many.
We've Planned For This
Submitted by Bond & Devick Wealth Partners on March 12th, 2020Ok, we didn’t plan specifically for the Coronavirus. But over the past year or so we have spent a lot of time with our clients going over their risk tolerance and their asset allocation to make sure everyone was comfortable with the amount of risk in their portfolios.
Lower Interest Rates – The Good And The Bad
Submitted by Bond & Devick Wealth Partners on March 5th, 2020Lower Interest Rates – the good and the bad
First the good news.
Coronavirus and the Stock Market
Submitted by Bond & Devick Wealth Partners on February 27th, 2020Coronavirus and the Stock Market
February 27, 2020
The New FICO Score Calculation
Submitted by Bond & Devick Wealth Partners on February 5th, 2020There have been recent changes to the FICO score calculation. FICO stands for Fair Isaac Co., which uses one of three credit reporting agencies (Equifax, Experian, or TransUnion) to create the FICO score. The FICO score is used by lenders to determine the ability of an individual to pay a loan back. The FICO score is used to apply for mortgage, car loans, among other debt instruments.
Coronavirus: The Potential Impact on the Global Economy and the Markets
Submitted by Bond & Devick Wealth Partners on January 29th, 2020There 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, 2020SECURE Act
On December 20th, 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, 2020The 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
