Get Started
Fee-Only, Fiduciaries | 100% Virtual Financial Advisors
  • Home
  • Services
  • Why Us
  • Blog
  • Contact Us
  • Get Started
  • Client Portal
  • Menu

Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings

January 18, 2021/in Economy, Election, Stock Market /by admin

On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives – a first for our nation. Trump was impeached for his part in inciting violence against the United States government.1 This move comes days before Trump is set to leave office, but it still begs the question – does an impeachment of the President of the United States have a direct impact on the stock market? To answer this question, we’ll take a look at past impeachments – starting with Trump’s first impeachment in 2019.

Read more

https://woodsonwm.com/wp-content/uploads/2021/01/impeachment2021feature.jpg 1000 1400 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2021-01-18 16:55:042021-01-18 16:55:04Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings

Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?

January 4, 2021/in Economy, Election, Financial Planning, Tax Management, Taxes /by admin

With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering – how will the Biden presidency affect me financially? Until Biden takes office and begins enacting changes, we won’t know for sure what to expect. But based on his official campaign platform, past interviews and projections, we can better prepare ourselves for the potential changes to come.

Now that Inauguration Day is on the horizon, what challenges could this bring to high earners during a Biden administration?

Read more

https://woodsonwm.com/wp-content/uploads/2021/01/featured_inauguration-day.jpg 1000 1400 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2021-01-04 01:13:102021-01-04 21:41:30Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?

The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

December 26, 2020/in Budgeting, Economy, Financial Planning /by admin

There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, since January 2020, home sales have been steadily increasing.1

The first thing to remember: don’t let the circumstances make this an emotional decision. Buying a home is a decision that should be made based on your finances, as well as your preparedness for owning a home. Before you make any real estate purchase, you should strongly evaluate your options to figure out if you are really ready to buy.

Read more

https://woodsonwm.com/wp-content/uploads/2020/12/the_housing_market_could_be_heading_for_a_decline_in_2021_is_now_the_time_to_buy_or_should_you_keep_renting.jpg 1000 1400 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-12-26 00:36:512020-12-21 22:39:00The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

2020 Is (Finally!) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful

December 11, 2020/in Behavioral Finance, Budgeting, Economy /by admin

2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the coronavirus pandemic to economic shut downs, many have felt the financial strain. If you are looking to start 2021 off on a better financial note, these seven moves will (hopefully) help make your year less stressful.

Read more

https://woodsonwm.com/wp-content/uploads/2020/12/2020_is_finally_coming_to_a_close_here_are_x_financial_moves_to_hopefully_make_2021_less_stressful.jpg 1000 1400 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-12-11 11:13:482020-12-07 23:19:152020 Is (Finally!) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful

Most CARES Act Benefits Are Ending on Dec. 31st. Are You Prepared?

November 30, 2020/in Economy, Financial Planning, Tax Management, Taxes /by admin

The CARES Act was passed on March 27, 2020 amidst the onset of COVID-19 in America. The package included over $2 trillion in economic relief for businesses, workers, families and governments.1

Now, the year is almost over – and some benefits included in the CARES Act are expiring. Many Americans have relied on these benefits to make ends meet throughout the course of the pandemic, and there’s widespread uncertainty about benefits coming in the future.

Read more

https://woodsonwm.com/wp-content/uploads/2020/11/jumpstory-download20201130-191001-scaled.jpg 1707 2560 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-11-30 19:17:232020-11-30 19:17:44Most CARES Act Benefits Are Ending on Dec. 31st. Are You Prepared?

Here are 5 expenses you can give a (socially-distant) kiss goodbye to this year due to the ‘vid.

November 27, 2020/in Budgeting, Economy /by admin

Can you believe it’s basically December? That means that the holiday season is officially upon us. Right about now we’re usually gearing up to gather with loved ones, shop for gifts and travel to see family – making it a cheerful, but expensive, time of year.

Read more

https://woodsonwm.com/wp-content/uploads/2020/11/does_covid_have_you_staying_home_this_holiday_season_x_holiday_expenses_you_can_kiss_goodbye.jpg 1000 1400 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-11-27 00:03:302020-11-23 20:49:48Here are 5 expenses you can give a (socially-distant) kiss goodbye to this year due to the 'vid.

Now That We’ve Taken a Deep Breath, Here’s a Reminder About Presidential Elections & the Stock Market

November 9, 2020/in Economy, Election, Stock Market /by admin

 

#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego #wealthmanagement #financialplanner #election #president

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-11-09 21:57:532020-11-09 21:59:01Now That We've Taken a Deep Breath, Here's a Reminder About Presidential Elections & the Stock Market

Biden Has Won the Presidential Election: Here are the Tax Changes You Should Prepare For

November 9, 2020/in Economy, Election, Financial Planning, Healthcare Costs, Tax Management, Taxes /by admin
https://woodsonwm.com/wp-content/uploads/2020/11/Biden-Election.png 1115 1562 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-11-09 18:35:262020-11-09 19:25:17Biden Has Won the Presidential Election: Here are the Tax Changes You Should Prepare For

Election Day 2020 – My thoughts and what you need to focus on

November 3, 2020/in Economy, Election /by admin
Well, it’s the day we’ve all been waiting for.
 
Regardless of who wins tonight, tomorrow (next month?), here are my last words of encouragement as it relates to the Election.
 
Get your popcorn ready!
 
#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego
https://woodsonwm.com/wp-content/uploads/2020/11/Election-Worries.jpg 630 1200 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-11-03 16:40:552020-11-03 16:51:38Election Day 2020 - My thoughts and what you need to focus on

What’ll happen with the outcome of the election?

October 27, 2020/in Behavioral Finance, Economy, Election, Financial Planning, Stock Market /by admin

Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m here to help you keep cool, calm, and collected in these uncertain times.

I’ve been hearing many questions and concerns from folks about the upcoming elections, especially in light of the President’s previous COVID situation, and the turmoil in Washington.

Trump supporters are worried about a Biden win.

Biden supporters are nervous about a Trump win.

Whichever side of the political divide you sit on, you might be anxious about who is going to win and what it could mean for your money.

 

I get it. Emotions are running high, and the way things are going this year, it seems like anything could happen. I’m not here to make predictions, but I can offer some insight.

So… will it actually be the end of the world if “the other guy” wins? Here are three things to keep in mind.

One: We can expect market volatility because we’re in uncertain times. The good thing is that we can prepare for that volatility and mentally get ready.

Two: Even if the other guy wins, his ability to change regulations really depends on what happens with the House and Senate. If the two branches of government remain split, we probably won’t see major changes any time soon.

Three: While the election is top of mind right now, it’s not the only thing driving markets. We’ve got a pandemic, an economy recovering from a recession, and a society undergoing major shifts. My job is to keep an eye on all of that, so you don’t have to.

I can’t predict who will win or what will happen next. But, I can help you work through scenarios and make plans for an uncertain 2020 and 2021.

If you have questions about how the elections might affect your portfolio or you’d like to talk one-on-one, please use the form below to send me a message. I’ll respond personally.

#bestfinancialadvisorsinsandiego#topfinancialadvisorssandiego#fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego

Read more

https://woodsonwm.com/wp-content/uploads/2020/10/Election-Worries.jpg 630 1200 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-10-27 16:23:352020-10-27 16:33:24What'll happen with the outcome of the election?
Page 1 of 212

Recent Posts

  • Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021
  • Does Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
  • Millionaire & Former Zappos CEO Died in November Without a Will. Here are 3 Key Reasons why You Need One
  • Make 2021 less stressful with these financial moves
  • Inauguration Day Is Coming: What Financial Challenges Could High Earners Face During the Biden Administration?

Categories

Archives

  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020

Follow us on Facebook

Woodson Wealth Management is a fee-only, financial advisory firm dedicated to helping you continue to do what you love to do with ZERO financial stress.
Home
Services
Why Us
Contact Us
Privacy Policy
Website Disclosure
Firm ADV
 Email us: info@woodsonwm.com
 Call or text: 858-923-4500
 Ready?: Schedule A Call

© 2020 Woodson Wealth Management and Consulting, Inc. All rights reserved.

Scroll to top