July 9, 2023
Published by Brad Horn on July 9, 2023
Categories

ETF Fund Flows: July 7, 2023

ETF Fund Flows – July 07, 2023 ETF fund flows define the net dollar inflows and outflows for exchange traded funds over predefined periods.  Fund flows are useful to identify market trends.  The data broadly reveals the rotations investors make as they shift their funds across different assets, market sectors, […]
Do you like it?6
Read more
May 18, 2023
ETF Fund Flows | Saffron Capital | Minneapolis
Published by Brad Horn on May 18, 2023
Categories

ETF Fund Flows

ETF Fund Flows – May 17, 2023 ETF fund flows define the net dollar inflows and outflows for exchange traded funds.  Fund flows are useful to identify market trends.  The data broadly reveals the rotations investors make as they shift their funds across different assets, market sectors, or indexes.  The […]
Do you like it?4
Read more
May 19, 2022
US Equity Average Returns | Saffron Capital
Published by Brad Horn on May 19, 2022
Categories

The Bumpy Road to Average Returns

The Bumpy Road to Average Returns Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that performance in any given year may be sky-high, extremely poor, or somewhere in between.  For example: Annual returns came within two […]
Do you like it?0
Read more
March 15, 2022
Retirement Planning MasterClass Minneapolis
Published by Brad Horn on March 15, 2022
Categories

Retirement Planning MasterClass

Retirement Planing MasterClass The Retirement Planning Masterclass was created to help you to better structure your retirement and investment plans, to better manage risk, and to preserve a comfortable lifestyle. Live Online Tuesdays, April 19 & 26 Time: 10:00am-11:30am Concordia University Saturdays, April 23 & 30 Time: 10:00am-11:30am 282 Concordia […]
Do you like it?0
Read more
November 19, 2021
Financial Planning Minneapolis
Published by Brad Horn on November 19, 2021
Categories

Important Planning Numbers 2022

2022 Important Planning Numbers Download There are lots of important planning numbers that we work with.  At the same time, there are many core numbers our clients ask us about and need to keep in mind. In some cases, those numbers change each year. Other times, the figures do not […]
Do you like it?0
Read more
September 17, 2021
New Tax law
Published by Brad Horn on September 17, 2021
Categories

New Tax Law Proposed Will Kill IRA Conversions and Investments in Private Placements

New Tax Law Proposed Will Kill IRA Conversions and Investments in Private Placements Introduction The new tax law presented by Democrats seeks to reform retirement plan rules.  It also seeks close “loopholes” commonly used by wealthy individuals. Finally, it limits private equity investments by IRAs, including business start-up funding.  The […]
Do you like it?1
Read more
September 14, 2021
Biden Tax Law
Published by Brad Horn on September 14, 2021
Categories

Biden Tax Law Proposal Targets High Income Individuals, S-Corps and Trusts

Biden Tax law proposal Targets High Income Individuals, S-Corps and Trusts Introduction The new Biden tax law is on deck and in the books. Democrats released the tax proposal on September 13. After months of anticipation, the final product does not match expectations. The proposed measures may impact you in […]
Do you like it?1
Read more
September 2, 2021
Social Security Safety Net
Published by Brad Horn on September 2, 2021
Categories

The Sustainability of Social Security

The Sustainability of Social Security The Social Security Administration (SSA) just issued its annual report and projects a fiscal cliff in 2034. Let’s discuss what’s happening, what’s being done about it and how you might be affected. Social Security Trust Funds The SSA administers two large trust funds.  The first […]
Do you like it?0
Read more
July 8, 2021
Quarterly Review Meeting
Published by Brad Horn on July 8, 2021
Categories

Issues to Consider in a Quarterly Review Meeting

Issues to Consider in a Quarterly Review Meeting Download This checklist covers 40 of the most important planning issues to identify and consider during your quarterly review meeting.  Its structured as follows: Cash flow issues Asset and debt issues (including investments) Insurance planning issues Tax planning issues Long-term planning issues […]
Do you like it?1
Read more
May 5, 2021
Important Planning Numbers 2021
Published by Brad Horn on May 5, 2021
Categories

Important Planning Numbers 2021

2021 Important Planning Numbers Download There are lots of important planning numbers that that we work.  Our Clients also have  important planning numbers they to keep in mind. In some cases, those numbers change each year. Other times, the figures do not change, but are still used frequently. Given the […]
Do you like it?0
Read more
123