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IRS Guidance on SECURE Act

IRS Guidance on SECURE Act

Please follow the attached link and gain clarity on a currently unclear law. This SECURE Act was passed as part of a government spending bill and drastically rearranges the retirement landscape. Feel free to call with any questions about it after you read. Read the full article here on Think Advisor.

Jamie

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Stocks Soar in 2019

Stocks Soar in 2019
As 2020 begins, the 60 economists surveyed in early December by The Wall Street Journal
expected an average rate of quarterly growth over the five quarters of 1.8%.
That means the 10½-year expansion, the longest in modern history for the world’s
dominant economic power, is not expected to end for the foreseeable future. 
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10/26/2019 Weekly Market Summary

Major Indexes For Week Ended 10/25/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,958.06         +187.86         0.70         +3,630.60         15.56        
NASDAQ 8,243.12         +153.58         1.90         +1,607.84         24.23        
S&P500 3,022.55         +36.35         1.22        +515.70         20.57        
Russell 2000 1,558.71         +23.23         1.51        +210.15         15.58        
International 1,944.22         +24.13         1.26        +224.34         13.04        
10-year bond 1.80%        +0.05%          -0.89%         
30-year T-bond 2.29%        +0.04%          -0.73%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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10/13/2019 Weekly Market Summary

Major Indexes For Week Ended 10/11/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,816.59         +242.87         0.91         +3,489.13         14.96        
NASDAQ 8,057.04         +74.57         0.93         +1,421.76         21.43        
S&P500 2,970.27         +18.26         0.62        +463.42         18.49        
Russell 2000 1,511.90         +11.20         0.75        +163.34         12.11        
International 1,896.65         +42.22         2.28        +176.77         10.28        
10-year bond 1.75%        +0.23%          -0.94%         
30-year T-bond 2.22%        +0.21%          -0.80%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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10/05/2019 Weekly Market Summary

Major Indexes For Week Ended 10/4/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,573.72         -246.53         -0.92         +3,246.26         13.92        
NASDAQ 7,982.47         +42.84         0.54         +1,347.19         20.30        
S&P500 2,952.01         -9.78         -0.33        +445.16         17.76        
Russell 2000 1,500.70         -19.78         -1.30        +152.14         11.28        
International 1,854.43         -41.29         -2.18        +134.55         7.82        
10-year bond 1.52%        -0.16%          -1.17%         
30-year T-bond 2.01%        -0.11%          -1.01%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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09/22/2019 Weekly Market Summary

Major Indexes For Week Ended 9/20/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,935.07         -284.45         -1.05         +3,607.61         15.47        
NASDAQ 8,117.67         -59.04         -0.72         +1,482.39         22.34        
S&P500 2,992.07         -15.32         -0.51        +485.22         19.36        
Russell 2000 1,559.76         -18.38         -1.16        +211.20         15.66        
International 1,912.66         -6.95         -0.36        +192.78         11.21        
10-year bond 1.76%        -0.14%          -0.93%         
30-year T-bond 2.20%        -0.18%          -0.82%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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09/08/2019 Weekly Market Summary

Major Indexes For Week Ended 9/6/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,797.46         +394.18         1.49         +3,470.00         14.88        
NASDAQ 8,103.07         +140.19         1.76         +1,467.79         22.12        
S&P500 2,978.71         +52.25         1.79        +471.86         18.82        
Russell 2000 1,505.17         +10.33         0.69        +156.61         11.61        
International 1,882.43         +39.85         2.16        +162.55         9.45        
10-year bond 1.55%        +0.04%          -1.14%         
30-year T-bond 2.02%        +0.05%          -1.00%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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08/31/2019 Weekly Market Summary

Major Indexes For Week Ended 8/30/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,403.28         +774.38         3.02         +3,075.82         13.19        
NASDAQ 7,962.88         +211.11         2.72         +1,327.60         20.01        
S&P500 2,926.46         +79.35         2.79        +419.61         16.74        
Russell 2000 1,494.84         +35.35         2.42        +146.28         10.85        
International 1,842.58         +15.85         0.87        +122.70         7.13        
10-year bond 1.51%        -0.02%          -1.18%         
30-year T-bond 1.97%        -0.05%          -1.05%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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08/18/2019 Weekly Market Summary

Major Indexes For Week Ended 8/16/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,886.01         -401.43         -1.53         +2,558.55         10.97        
NASDAQ 7,895.99         -63.15         -0.79         +1,260.71         19.00        
S&P500 2,888.68         -29.97         -1.03        +381.83         15.23        
Russell 2000 1,493.64         -19.40         -1.28        +145.08         10.76        
International 1,811.86         -28.62         -1.56        +91.98         5.35        
10-year bond 1.54%        -0.19%          -1.15%         
30-year T-bond 2.00%        -0.25%          -1.02%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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08/03/2019 Weekly Market Summary

Major Indexes For Week Ended 8/2/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,485.01         -707.44         -2.60         +3,157.55         13.54        
NASDAQ 8,004.07         -326.14         -3.92         +1,368.79         20.63        
S&P500 2,932.05         -93.81         -3.10        +425.20         16.96        
Russell 2000 1,533.66         -45.31         -2.87        +185.10         13.73        
International 1,863.85         -50.83         -2.65        +143.97         8.37        
10-year bond 1.86%        -0.22%          -0.83%         
30-year T-bond 2.39%        -0.21%          -0.63%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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07/21/2019 Weekly Market Summary

Major Indexes For Week Ended 7/19/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,154.20         -177.83         -0.65         +3,826.74         16.40        
NASDAQ 8,146.49         -97.65         -1.18         +1,511.21         22.78        
S&P500 2,976.61         -37.16         -1.23        +469.76         18.74        
Russell 2000 1,547.90         -22.10         -1.41        +199.34         14.78        
International 1,918.88         -2.57         -0.13        +199.00         11.57        
10-year bond 2.05%        -0.06%          -0.64%         
30-year T-bond 2.58%        -0.05%          -0.44%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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07/13/2019 Weekly Market Summary

Major Indexes For Week Ended 7/12/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,332.03         +409.91         1.52         +4,004.57         17.17        
NASDAQ 8,244.14         +82.35         1.01         +1,608.86         24.25        
S&P500 3,013.77         +23.36         0.78        +506.92         20.22        
Russell 2000 1,570.00         -5.62         -0.36        +221.44         16.42        
International 1,921.45         -10.68         -0.55        +201.57         11.72        
10-year bond 2.11%        +0.06%          -0.58%         
30-year T-bond 2.63%        +0.08%          -0.39%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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06/30/2019 Weekly Market Summary

Major Indexes For Week Ended 6/28/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,599.96         -119.17         -0.45         +3,272.50         14.03        
NASDAQ 8,006.24         -25.47         -0.32         +1,370.96         20.66        
S&P500 2,941.76         -8.70         -0.29        +434.91         17.35        
Russell 2000 1,566.57         +16.94         1.09        +218.01         16.17        
International 1,922.30         +11.12         0.58        +202.42         11.77        
10-year bond 2.00%        -0.07%          -0.69%         
30-year T-bond 2.53%        -0.06%          -0.49%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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06/16/2019 Weekly Market Summary

Major Indexes For Week Ended 6/14/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,089.61         +105.67         0.41         +2,762.15         11.84        
NASDAQ 7,796.66         +54.56         0.70         +1,161.38         17.50        
S&P500 2,886.98         +13.64         0.47        +380.13         15.16        
Russell 2000 1,522.50         +8.11         0.54        +173.94         12.90        
International 1,870.17         -5.45         -0.29        +150.29         8.74        
10-year bond 2.09%        +0.01%          -0.60%         
30-year T-bond 2.59%        +0.02%          -0.43%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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06/08/2019 Weekly Market Summary

Major Indexes For Week Ended 6/7/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,983.94         +1,168.90         4.71         +2,656.48         11.39        
NASDAQ 7,742.10         +288.95         3.88         +1,106.82         16.68        
S&P500 2,873.34         +121.28         4.41        +366.49         14.62        
Russell 2000 1,514.39         +48.90         3.34        +165.83         12.30        
International 1,875.62         +58.23         3.20        +155.74         9.06        
10-year bond 2.08%        -0.06%          -0.61%         
30-year T-bond 2.57%        -0.01%          -0.45%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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05/26/2019 Weekly Market Summary

Major Indexes For Week Ended 5/24/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,585.69         -178.31         -0.69         +2,258.23         9.68        
NASDAQ 7,637.01         -179.27         -2.29         +1,001.73         15.10        
S&P500 2,826.06         -33.47         -1.17        +319.21         12.73        
Russell 2000 1,514.11         -21.65         -1.41        +165.55         12.28        
International 1,853.26         -12.57         -0.67        +133.38         7.76        
10-year bond 2.32%        -0.07%          -0.37%         
30-year T-bond 2.75%        -0.07%          -0.27%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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05/18/2019 Weekly Market Summary

Major Indexes For Week Ended 5/17/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,764.00         -178.37         -0.69         +2,436.54         10.44        
NASDAQ 7,816.28         -100.66         -1.27         +1,181.00         17.80        
S&P500 2,859.53         -21.87         -0.76        +352.68         14.07        
Russell 2000 1,535.76         -37.23         -2.37        +187.20         13.88        
International 1,865.83         +0.73         0.04        +145.95         8.49        
10-year bond 2.39%        -0.07%          -0.30%         
30-year T-bond 2.82%        -0.05%          -0.20%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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05/05/2019 Weekly Market Summary

Major Indexes For Week Ended 5/3/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,504.95         -38.38         -0.14         +3,177.49         13.62        
NASDAQ 8,164.00         +17.60         0.22         +1,528.72         23.04        
S&P500 2,945.64         +5.76         0.20        +438.79         17.50        
Russell 2000 1,614.02         +22.20         1.39        +265.46         19.68        
International 1,918.81         +3.16         0.16        +198.93         11.57        
10-year bond 2.53%        +0.03%          -0.16%         
30-year T-bond 2.93%        +0.00%          -0.09%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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04/27/2019 Weekly Market Summary

Major Indexes For Week Ended 4/26/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,543.33         -16.21         -0.06         +3,215.87         13.79        
NASDAQ 8,146.40         +148.34         1.85         +1,511.12         22.77        
S&P500 2,939.88         +34.85         1.20        +433.03         17.27        
Russell 2000 1,591.82         +26.07         1.67        +243.26         18.04        
International 1,915.65         -4.76         -0.25        +195.77         11.38        
10-year bond 2.50%        -0.06%          -0.19%         
30-year T-bond 2.93%        -0.03%          -0.09%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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04/14/2019 Weekly Market Summary

Major Indexes For Week Ended 4/12/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,412.30         -12.69         -0.05         +3,084.84         13.22        
NASDAQ 7,984.16         +45.47         0.57         +1,348.88         20.33        
S&P500 2,907.41         +14.67         0.51        +400.56         15.98        
Russell 2000 1,584.80         +2.24         0.14        +236.24         17.52        
International 1,915.67         +4.27         0.22        +195.79         11.38        
10-year bond 2.56%        +0.06%          -0.13%         
30-year T-bond 2.97%        +0.06%          -0.05%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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04/06/2019 Weekly Market Summary

Major Indexes For Week Ended 4/5/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,424.99         +496.31         1.91         +3,097.53         13.28        
NASDAQ 7,938.69         +209.37         2.71         +1,303.41         19.64        
S&P500 2,892.74         +58.34         2.06        +385.89         15.39        
Russell 2000 1,582.56         +42.82         2.78        +234.00         17.35        
International 1,911.40         +35.97         1.92        +191.52         11.14        
10-year bond 2.50%        +0.09%          -0.19%         
30-year T-bond 2.91%        +0.09%          -0.11%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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03/24/2019 Weekly Market Summary

Major Indexes For Week Ended 3/22/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,502.32         -346.55         -1.34         +2,174.86         9.32        
NASDAQ 7,642.67         -45.86         -0.60         +1,007.39         15.18        
S&P500 2,800.71         -21.77         -0.77        +293.86         11.72        
Russell 2000 1,505.92         -47.62         -3.07        +157.36         11.67        
International 1,882.97         -7.34         -0.39        +163.09         9.48        
10-year bond 2.46%        -0.13%          -0.23%         
30-year T-bond 2.89%        -0.13%          -0.13%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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03/16/2019 Weekly Market Summary

Major Indexes For Week Ended 3/15/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,848.87         +398.63         1.57         +2,521.41         10.81        
NASDAQ 7,688.53         +280.39         3.78         +1,053.25         15.87        
S&P500 2,822.48         +79.41         2.89        +315.63         12.59        
Russell 2000 1,553.54         +31.66         2.08        +204.98         15.20        
International 1,890.31         +51.08         2.78        +170.43         9.91        
10-year bond 2.59%        -0.03%          -0.10%         
30-year T-bond 3.02%        +0.01%          +0.00%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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03/03/2019 Weekly Market Summary

Major Indexes For Week Ended 3/1/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 26,026.32         -5.49         -0.02         +2,698.86         11.57        
NASDAQ 7,595.35         +67.81         0.90         +960.07         14.47        
S&P500 2,803.69         +11.02         0.39         +296.84         11.84        
Russell 2000 1,589.64         -0.42         -0.03         +241.08         17.88        
International 1,878.53         +9.38         0.50         +158.65         9.22        
10-year bond 2.76%        +0.10%          +0.07%          
30-year T-bond 3.12%        +0.10%          +0.10%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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02/23/2019 Weekly Market Summary

Major Indexes For Week Ended 2/22/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 26,031.81         +148.56         0.57         +2,704.35         11.59        
NASDAQ 7,527.54         +55.13         0.74         +892.26         13.45        
S&P500 2,792.67         +17.07         0.62         +285.82         11.40        
Russell 2000 1,590.06         +20.81         1.33         +241.50         17.91        
International 1,869.15         +29.05         1.58         +149.27         8.68        
10-year bond 2.66%        -0.01%          -0.03%          
30-year T-bond 3.02%        +0.02%          +0.00%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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02/12/2019 Weekly Market Summary

Major Indexes For Week Ended 2/8/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 25,106.33         +42.44         0.17         +1,778.87         7.63        
NASDAQ 7,298.20         +34.33         0.47         +662.92         9.99        
S&P500 2,707.88         +1.35         0.05         +201.03         8.02        
Russell 2000 1,506.39         +4.34         0.29         +157.83         11.70        
International 1,804.73         -25.31         -1.38         +84.85         4.93        
10-year bond 2.63%        -0.06%          -0.06%          
30-year T-bond 2.98%        -0.05%          -0.04%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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02/03/2019 Weekly Market Summary

Major Indexes For Week Ended 2/1/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 25,063.89         +326.69         1.32         +1,736.43         7.44        
NASDAQ 7,263.87         +99.01         1.38         +628.59         9.47        
S&P500 2,706.53         +41.77         1.57         +199.68         7.97        
Russell 2000 1,502.05         +19.20         1.29         +153.49         11.38        
International 1,830.04         +16.41         0.90         +110.16         6.41        
10-year bond 2.69%        -0.06%          +0.00%          
30-year T-bond 3.03%        -0.03%          +0.01%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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First Half Of 2018 Stock Investing Highlights

In the first half of 2018, large-company stocks in the Standard & Poor’s 500 index returned 1.7%, ending the quarter about 6% lower than January’s all-time high.
Small-company stocks in the Russell 2000 stock index returned 7%, while investors who bought into TV ads for gold and silver investments were sorely disappointed with their 4.3% loss in the first six months of the year.
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Father's Day Financial Tip - Put Your Kids To Work

Here’s a Father’s Day financial tip: put your children to work!
Paying your kids to do chores regularly can be a satisfying transaction for parents and teach children responsibility, but it will also provide tax-free income to your children a half-century or so from now when they retire.
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Four New Signs Point To Economic Strength

In the news affecting your wealth, four good signs are currently pointing to continued economic growth for 2018.
Business-owner optimism has remained near an all-time high since the November 2016 election.
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102 Hits

If You Had The Power Of Perfect Knowledge

If you had the power of perfect knowledge — the power to predict which one of twelve types of investments representing a wide range of assets was going to be number one every year for each of the 15 years from 2002 through 2016 — you would have averaged a 29.9% annual return.
Of course, no one has the power to predict which investments will be number one every year.
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194 Hits

U.S. GDP Growth Surprise

In this week’s news affecting your wealth, the U.S economy grew 3% in the third quarter, much faster than had been expected. The consensus forecast of 59 economists, surveyed by The Wall Street Journal in early October, had been for 2.7% growth. The 3% figure is an estimate and the final number could be revised in the weeks ahead.  For growth to hit 3% in the third quarter despite two severe hurricanes, the threat of a nuclear war with North Korea, and political strife in Washington, D.C. is an impressive display of the current economic momentum.

Watch the full video on Prosperity's YouTube Channel

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Business Mergers and Acquisitions Acquiring and Selling a Company With Tax Efficiency and Opportunity

Prosperity is proud to present an educational event for Business Owners, CFOs and CPAs: Strategies for Acquiring and Selling a Business. Thursday November 9th: 5:30-7:30 pm at Prosperity's First Floor Conference Room. Guest Speaker - Ron Claussen Attorney at Law specializing in Business Sales Transactions

  • Enjoy free appetizers and drinks
  • Relaxed, no-pressure atmosphere
  • Feel free to bring family, friends and colleagues

Register here

Ron Claussen’s practice focuses on corporate law, with an emphasis on merging growth companies, venture capital financing and mergers and acquisitions. Ron continues his entrepreneurial approach to the practice of law, providing creative solutions for his clients’ business opportunities.

Prior to going into private practice in 1986, Ron was general counsel to Nanco Enterprises, and had oversight of Nanco’s subsidiaries, including Carrows Restaurants, Jeremiah’s Steakhouses, Elephant Bar and Restaurants, Rayne Corporation and Santa Barbara Aviation, Inc. In addition to his general counsel responsibilities for these companies, Ron became actively involved in the long range orientation of each entity. From 1978 through 1981, Ron was also president of the Rayne Corporation, a west coast franchisor of water treatment products. In only three years, he doubled the client base of this 50-year-old company through acquisitions and strategic alignments.

Ron is a member of the State Bar of California and the Blue Key National Honor Fraternity and was a charter member in the Gibson Inn, Phi Delta Phi. Ron served as the Pacific Coast Director of the Montana Wildlife Federation from 2008-2013, during which time he created and fostered MWF’s Montana Matters fundraising campaign (www.montanamatters.com); he currently serves as an At-Large Director of the National Wildlife Federation and as a member of its development committee. He received his B.A. from University of California at Davis in 1968 with departmental honors and earned his J.D. from the University of California at Davis in 1971.

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Horse Sense Economics as Stocks Break Another All time High

According to the Federal Reserve Bank’s latest Beige Book, modest to moderate gains in the U.S. economy are just ahead. “Consumer spending appears to be rising across a majority of Districts, led by increases in non-auto retail sales and tourism,” said the U.S. central bank’s report.

Published every six weeks, the Beige Book summarizes economic data collected by the 12 Federal Reserve Districts. In the 32-page mid-July report, many Districts noted softer consumer spending, particularly in auto sales, which declined in six Districts.

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20 Questions On Required Minimum Distributions

Do you remember playing "20 Questions"? Here are the answers to 20 questions about required minimum distributions (RMDs). Most of this information comes from the frequently asked questions section of the IRS website.

Q1. What is an RMD?

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Market DataBank: 3Q 2019

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2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504
elliot@prosperityfg.com

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