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Newton, PA 18940

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General

Happy Birthday 2021!

January 27, 2021 by Ian Foster

I think I can speak for everyone in saying that we are glad to see 2020 in the rearview mirror!  Here’s to great 2021!   There are a set of important ages when it comes to retirement planning and we thought it would be a […]

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The New Stimulus Bill

December 28, 2020 by Ian Foster

Congress has officially passed the new $900 billion pandemic relief bill that will affect almost every American in one way or another. This is the second largest aid package ever provided, only behind the $2 trillion CARES Act approved in March of this year. We […]

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SMART Goals

November 30, 2020 by Ian Foster

Goals

“…that’s what everyone always says! That I “need a goal for my investments”. Well, my goal is to make as much money as fast as possible!” That’s a quote from a conversation I recently had with someone after talking a little bit about his portfolio […]

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TOP 5 POTENTIAL TAX CHANGES UNDER A BIDEN PRESIDENCY

October 27, 2020 by Ian Foster

tax services

Planning is a huge part of what we do here at iNNOVA so we think it’s important to understand what to expect (and begin to plan for) if there is a change in the White House after the upcoming election.  Everyone should be familiar with […]

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Election Day is Coming! Should You Make Portfolio Changes?

October 27, 2020 by Ian Foster

2020 Election

One of the most common questions our advisors have been asked in the past couple months is: Should we be moving our investments to cash due to the upcoming election? And while our answer consistently has been that this election carries a tremendous amount of […]

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Negative Rates: What do they mean?

October 27, 2020 by Ian Foster

Negative Interest Rates

In early March 2020, amidst the realization that the Coronavirus pandemic was going to remain a major medical, social, and economic health risk, the US Federal Reserve slashed the fed funds rate target to 0-0.25%. Investors were then soothed by Fed guidance in June that […]

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Happy Birthday 2020

March 14, 2020 by Ian Foster

There are a set of important ages when it comes to retirement planning and we thought it would be a great way to kick off our newsletters this year with a reminder for all of those who might be having a key birthday in 2020!

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SECURE Act

February 28, 2020 by Ian Foster

Recently, the House and the Senate passed a $1.4 trillion spending bill which includes the Secure Act, now one the biggest legislative changes to the US retirement system in years.

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Is Too Much Information Bad for Investors

January 17, 2020 by Ian Foster

Is Too Much Information Bad for Investors You’d be hard pressed to find an investor who thought that more information is a bad thing and in general, we agree with that.

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