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Markets bucked and sold off again. Should we be worried? Not necessarily. These things happen pretty regularly, especially when headlines are negative. Let's talk about what led to this selloff.

Monthly blog post personally written by Ryan Hitchcock, Financial Advisor. Understanding the basics inflation.

It can be tempting to withdraw your 401(k) funds sooner than originally planned. However, there are a variety of reasons why this decision will not benefit you in the long-run. Reach out to talk to your local Milwaukee Financial Advisor

Thematic Investing has recently become a popular phrase, going hand-in-hand with terms like “disruption” or “innovation." This is most likely due to certain fund managers who have become quite high-profile around the topic. Overall, our industry has a lot to say about it both on the good side and on the bad side. Therefore, I'd like to weigh in on this concept too...give a little background from what I see, and finally decide if it's a buzzword or the real deal?

When the value of a fund holding increases, the fund has an unrealized gain until the security is sold. Once this security is sold, however, the fund realizes the gain and must pay a distribution unless the gain is offset by capital losses. Consequently, a fund’s capital gains distribution in a particular year is a result of the sale of securities that may have appreciated in value over time, perhaps during prior years when the fund’s returns were positive. Capital gains can be paid out to shareholders or reinvested into a fund in the form of new shares

Is a career move on the horizon for you? Don't forget about your 401(k)! Neglecting to roll over your assets is a huge mistake. Ask your local Milwaukee financial advisor for more information.