Financial Investment Advisor Blog
Upcoming Money Market Changes

On October 14, 2016, the U.S. Securities and Exchange Commission (SEC) will begin enforcing regulations adopted to help reduce the risk of investor “runs” on  money market mutual funds. Vulnerabilities in the $3.8 trillion market came to light during the 2008 financial crisis.1 You may hardly notice when the new rules take effect. That’s because…

Author
Christopher K. Winn
Oct, 13 2016 · All articles
Image
September's History!

September has historically been the worst month for stocks.  Since 1896, the Dow Jones Industrial Average has lost 1.1% on average in September.  No one really knows why, but some blame it on the mutual funds that close out their fiscal year this month.  Others blame it on the Fed’s interest rate policies prior to…

Author
Christopher K. Winn
Sep, 08 2016 · All articles
Image
Funny Video by John Oliver on Financial Advisors and Fiduciaries
Author
Christopher K. Winn
Jun, 14 2016 · All articles
Image
Low Interest Rate Estate Planning Strategies

The federal government requires the use of certain published interest rates to value various items used in estate planning, such as an income, annuity, or remainder interest in a trust.  The government also specifies interest rates that a taxpayer may be deemed to use in connection with certain installment sales or intra-family loans. These rates…

Author
Christopher K. Winn
Mar, 01 2016 · All articles
Image
Social Security Changes for 2016

The Bipartisan Budget Act of 2015 included a section titled “Closure of Unintended Loopholes” that ends two Social Security claiming strategies that have become increasingly popular over the last several years. These two strategies, known as “file and suspend” and “restricted application” for a spousal benefit, have often been used to optimize Social Security income…

Author
Christopher K. Winn
Feb, 03 2016 · All articles
Image
The Protecting Americans from Tax Hikes (PATH)

In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that will keep the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation includes the Protecting Americans from Tax Hikes (PATH) Act of 2015 (Division Q of…

Author
Christopher K. Winn
Dec, 28 2015 · All articles
Image
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Schedule a Call Today
Book now
DROP US A MESSAGE
Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.