Author Archive for: f2819644
About f2819644
Aaron Skloff, Accredited Investment Fiduciary (AIF), Chartered Financial Analyst (CFA) charter holder, Master of Business Administration (MBA), is the Chief Executive Officer of Skloff Financial Group, a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for high net worth individuals and benefits for small to middle sized companies. He can be contacted at www.skloff.com or 908-464-3060.
Entries by f2819644
Missing Top Performing Days Can Hurt Your Return – BlackRock – 01/01/20
/in - SLIDES CATEGORIES, Investing/by f2819644Missing Top-Performing Days Can Hurt Your Return Hypothetical Investment of $100,000 in the S&P 500 Index Over the Last 20 Years (2000–2019) The graph below shows how a hypothetical $100,000 investment in stocks would have been affected by missing the market’s top-performing days over the 20-year period from January 1, 2000 to December 31, 2019. […]
Growth of $1 Investment: 1926-2019
/in - SLIDES CATEGORIES, Investing/by f2819644Click to Enlarge Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk and interest rate risk. Growth of $1 Investment: 1926-2019 Index Compounded Annual […]
IRA Contribution and Income Limits for 2019 and 2020
/in - SLIDES CATEGORIES, Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Click to Enlarge IRA Contribution and Income Limits for 2019 and 2020 Please see these links for articles on Traditional IRAs and Roth IRAs, Backdoor Roth IRAs, Jumbo Roth IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s. Income defined as Modified Adjusted Gross Income (MAGI). Click Here for Your Long Term Care Insurance Quotes
Retirement Plan Contribution Limits for 2020 and 2019 – 01/01/20
/in - ARTICLES CATEGORIES, 401(k), Estate Planning, Financial Planning, IRA, Retirement Planning, Taxes/by f2819644Money Matters – Skloff Financial Group Question of the Month – January 1, 2020 By Aaron Skloff, AIF, CFA, MBA Q: We are ready to get serious about our retirement savings in 2020. What are the contribution limits for various retirement accounts in 2020? The Problem – Lack of Retirement Savings Most pre-retirees […]
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