Blog

Russia – Ukraine and Your Portfolio

Recent Market Turmoil & Your Portfolio

Since the beginning of the COVID outbreak of March 2020, a huge influx of government spending and an accommodating federal reserve (low-interest rates) have been beneficial for our investment portfolios. However,

Tax Law Proposals - Build Back Better Act (BBBA) and Bipartisan Infrastructure Bill (BIB)

Negotiations continue in Washington, D.C., over the future of President Biden’s agenda. Tax law changes may be ahead under two proposed laws, the Build Back Better Act (BBBA) and the Bipartisan Infrastructure Bill (BIB), also...

Considering Gifting to Family this Year?

As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your...

Sustainability Investing with HDR

Sustainability Investing "Sustainability Investing" for investors sensitive to environmental issues has been around for some time. However, investment performance typically has suffered due to the required elimination of profitable...

Comparing Portfolio Returns to "the Market"

Many investors think of the S&P 500, the Dow Jones, or NASDAQ indices when they think of investing. These are widely touted as “The Market” in virtually every news source available. Thus, it seems appropriate to compare...

New CARE Act & Law Changes Affecting You!

There is some relief for retirees and retirement plan participants in the form of new provisions in the ~$2 trillion Coronavirus Relief bill (CARES Act) that was signed into law on Friday, 3/27/2020. The specific provisions of the bill...

The Coronavirus & Your Investments

Is there any insight that past viral pandemics and financial market performance can tell us regarding the Coronavirus outbreak and our current investment decisions? In our opinion there is little doubt that social media and the 24 hour...

The SECURE Act - What You Need to Know

Retirement savings rule changes have been considered for some time without ever reaching the “finish line;” however, Congress surprised many by suddenly passing the "SECURE Act" (Setting Every Community Up for Retirement...

2019 Mutual Fund Landscape

Our clients that take advantage of ongoing comprehensive reviews realize that our dynamic retirement planning process is a vital factor regarding their long-term financial success. However, incorporating effective investment solutions...

How Long Should I Keep My Tax Returns and Investment Statements?

If you are like me you are thinking about (or in the middle of) spring cleaning! Even if you aren't, I’m sure document retention is a topic that pops into your mind from time to time. Wouldn’t you love to purge all of those...

Weathering Market Storms

Although most of you have successfully managed bear markets with us in the past, it has been some time since our portfolios have declined along with falling stocks in such a way to cause us too much angst. Now certainly seems like a...

Exciting Personal News to Share!

I am writing to share some very exciting personal news! In an effort to expand my knowledge within the industry, and improve my commitment to Hudson Dynamic Retirement, Inc. and the clients that I serve by adding more breadth to the...

The Case for Global Diversification

Ever since our retirement planning practice started in 1988 we have maintained a “goals-based” approach to the investment management aspect of our client relationships. Investment strategies designed around your specific...

Critical Issues If You Are an Executor, Executrix or Trustee

Many people understand the importance of having up to date estate documents in place well prior to actually needing them - this topic is covered in all of our client review meetings. Documents that address your current goals will help...

Recent Market Volatility

After a period of relative calm in the markets, in recent weeks the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1–5, the US market (as measured by the Russell 3000...

What Do Market Highs Tell Us? - 2017 Market Review

2017 Market Review At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in...

How the New Tax Plan May Affect You!

Before I get into details, there are plenty of websites and sources you can access that will provide the list of changes in H.R. 1 Tax Cuts & Jobs Act relative to current law, so there is no need to rehash all of the specifics here....

Moves Before 12/31 May Cut Your Tax Bill!

Although it is still too early to tell what the final changes to the tax code will be, it looks like both the House and Senate proposals remain consistent regarding the loss or reduction of deductions for state income taxes and...

Bitcoin - Boom or Bust?

What is Bitcoin and does it make sense as an investment? Is it going to be the currency of the future? When my father asked me about Bitcoin recently, I knew it reached a milestone....

Tax Law Changes May Affect Everyone!

As the House's tax bill moves through the Senate, it's anybody's guess what the final changes to income tax law will entail. The proposals regarding corporate income taxes appear to be more clear, and although, in my opinion, having a...

Everplans Webinar Replay

We conducted our first Everplans webinar last week. I thought the demonstration provided clear details on how to best use this valuable tool and the questions addressed during the Q & A were insightful. If you are already beginning to...

Equifax & Your Cyber-security

The recent highly publicized Equifax data breach is a reminder to all of us that we should review our exposure not only to this incident but to cybercrime in general. What We’re Doing to Protect Your Information As you know, we...

Results of Our 2017 Client Survey!

Earlier this year we participated a comprehensive client survey program sponsored by Dimensional Fund Advisors. Sincere thanks to all who took the time to respond. The goal of the survey was to better understand what is most important...

Our New Website

We hope you find our new Hudson Dynamic Retirement website helpful and informative. You can gain access to all of your accounts, and there is plenty of information on new value added services that we've initiated that you may not be...