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Posted January 5, 2021

2021 Message from Dave Sherwood

I think we can all agree 2020 will go down in history as one of the strangest years in modern times.  During the March meltdown none of us could have anticipated that the year would end with a double-digit gain for the S&P 500 that included multiple new all-time highs.  December is historically one of […]

Posted January 5, 2021

Technically Speaking

 Technically Speaking:  Resistance Range- SP500 3760 – 3800  Support Range- SP500 3705; 3575- 3600 and 3250 3300    Markets rallied nicely into the end of 2020. When the SP500 declined to around 2200 in March, few expected the massive rally that followed, bringing the SP500 to new all-time highs of over 3750. We enter 2021 with […]

Posted January 5, 2021

Fiscal Policy

Fiscal Policy is the policy in which the government attempts to contain the economy through adjusted spending levels and tax rates. This policy uses the theory that the government can influence macroeconomic productivity levels by increasing or decreasing tax levels and public spending. This influence curbs inflation, increases employment, and maintains a healthy value of […]

Posted January 5, 2021

AZ Tax Credits

Below are some of the most common AZ TAX CREDITS you can take ADVANTAGE of before April 15, 2021 for your 2020 personal taxes.  Credit for Contributions to Qualifying Charitable Organizations: Maximum credit allowed is $400 for single and head of household or $800 for married taxpayers.  Credit for Contributions to Qualifying Foster Care Charitable Organizations: Maximum credit allowed is $500 for […]

Posted January 5, 2021

Financial Resolutions

January is Financial Wellness Month which is the perfect time to get organized and make sure you have your “financial resolutions” planned out. If you do not know where to start, contact us and we will help you with your Financial Plan, but here are a few tips:  Write down your financial goals. When you have goals written out […]

Posted January 5, 2021

Life: Fragile, Tentative, and Certainly Unpredictable   

“Time” is such a mysterious thing. So often we miss out on the present, by re-living the past, or in anticipation of the future. And with the many different relationships we have formed over the years, it can be difficult in managing them all. Undoubtedly, we will offend some whom we love dearly, while making […]

Posted December 30, 2020

Getting your Finances in Shape for 2021: 8 New Year Resolutions

When creating your list of New Year’s resolutions, don’t overlook your financial goals. The beginning of a new year is a great time to make a fresh start. Plus, you’ll have your 2020 year-end bank statements and credit card summaries to help review your spending habits.  Here are eight resolutions for 2021 that can help put […]

Posted December 2, 2020

Technically Speaking

Long Term resistance –SP500  3670 -3700 Long Term support – SP500  3000 – 3050 November was the best month for the 30 stock Dow Industrial average since 1987. The rally was fueled by optimistic vaccine news and a Presidential election that didn’t drag on for months as some had feared. Investors cheered the probability of […]

Posted December 2, 2020

Pre-Retirement Tips

Getting close to retirement is exciting but making the right financial decisions before retiring is crucial. Here are some things to think about: Create a Social Security strategy. One of the biggest decisions to make is when to start taking Social Security. Every individual is different and there are several factors to take into consideration. […]

Posted December 2, 2020

Inspiring People to Live Great Lives

The aging process is a mysterious thing. From the cradle to the grave, as they say…and everything in between. And with COVID on our doorstep, the reality of the fragileness and unpredictability of life is crystal clear.   At Moore Financial Strategies, we firmly believe that your BEST years should be your final years. Unfortunately, […]

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