Roland Financial Wealth Management, LLC Blog

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Midyear Market Outlooks

August 10, 2021

Midyear Market Outlooks In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes China experienced its peak in the fourth quarter of 2020. However, Schwab is bullish on Europe’s prospects for the rest of this…

All About RMDs

July 14, 2021

All About RMDs There really is a purpose behind required minimum distributions (RMDs) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of the account. There’s just one catch — when you take money out of that account, it then gets taxed at ordinary income…

Investment Consolidation Strategies

July 14, 2021

Investment Consolidation Strategies Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By avoiding consolidation and spreading assets throughout a number of different vehicles we can take advantage of various market opportunities. We can do this while helping protect them from some investment risks. But how…

Demographics Differing on Retirement Plans

July 13, 2021

Demographics Differing on Retirement Plans According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month for a retiree, for only 15 years.1 There’s an interesting dichotomy among demographics when it comes to retirement planning these…

How Infrastructure Spending Affects Municipal Bonds

June 7, 2021

How Infrastructure Spending Affects Municipal Bonds According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about $6 trillion. The report, published in March, includes $125 billion needed for bridge repairs, $435 billion for roads and $176 billion for the nation’s transportation systems.1 Today, and two-thirds…

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