Bull Market and Bear Market Quiz!
For a bear market to begin, do stock prices have to fall by 10%, 15%, or 20% from a recent high?
Do you know the answer off the top of your head?
If you said 20%, you’re right!
Welcome to 2022!
May 2022 bring us peace, prosperity, and a whole lotta love.
And some greater certainty about what lies ahead.
You're probably seeing an endless parade of emails, listicles, and thought pieces loaded with predictions for 2022.
Will these predictions be right?
Probably some of them.
Will they be wrong?
Almost certainly.
2021 End of Year Wishes
As another eventful year comes to a close, I’d like to offer a heartfelt “thank you” for allowing us here at Aquila Wealth Advisors, LLC to have an impact on your financial independence and business ownership journey.
2021 was another year of uncertainty, but also a year where the indomitable human spirit shined.
There's a lot we can't control about the future, but we can control a few things.
As we usher in a new year with great expectations, here are some things to focus on:
Embracing Your Vision
6 Creative Paths to Retirement
What’s the best age to retire at?
How do you know when it’s the right time to retire?
We often spend a lot of time pondering those questions.
And we tend to confine our thinking to the financial side of things.1
How much do we need to retire and how far will our money go in retirement?
Answers to those questions are important.
But they aren’t the only things we need to consider if we want maximum fulfillment in retirement.
We also need to think about our psychological needs, especially when it comes to how we transition into retirement and how we spend our time as retirees.
Conventional thinking frames retirement as an all-in or all-out venture. But that is not always the best approach. And it doesn’t help you figure out how to spend your time in meaningful ways when you do retire.
Thinking outside the box and considering some creative alternatives to traditional retirement can help. That’s the focus of this month’s Aquila Wealth Visual Insights Newsletter.
Markets were interesting in Q2
What do you need to know about how markets performed last quarter (and what could happen this quarter)?
We broke down what you need to know about markets and the economy into a five-minute read.
Keeping up with markets and the economy is a big part of my job, but I want to share some key takeaways and what I’m watching for in the months ahead.
How Far Does $1 Million Go In Retirement?
Go ahead and click here to see how far $1 million could go in retirement these days.
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors | (805)250-4552 | info@aquilawealth.com
872 Higuera Street, San Luis Obispo, CA 93401
www.aquilawealth.com
![[Video] 3 Ways to Prepare for a Career in Financial Planning while still in College](https://images.squarespace-cdn.com/content/v1/59dfbea68dd0415bcd1443e4/1618515738445-VEOIDPGN7HF8ROUXF5UC/College+Prep+Aquila+Wealth+Advisors+San+Luis+Obispo+Eric+Maldonado+CFP.png)
[Video] 3 Ways to Prepare for a Career in Financial Planning while still in College
If I were still in college, here are 3 ways I'd prepare for a career in financial planning.
Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC
info@aquilawealth.com
Located in San Luis Obispo, CA
https://www.aquilawealth.com/
Contact Us: https://www.aquilawealth.com/contact-us
Are Taxes Going Up?
More spending = higher taxes?
That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D.(1)
What could those tax hikes look like? Let’s consider the possibilities.
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors | (805)250-4552 | info@aquilawealth.com
872 Higuera Street, San Luis Obispo, CA 93401
www.aquilawealth.com
Timely Update: 3rd Stimulus Recap
So, the next (final?) round of stimulus was signed into law by President Biden.
Let’s dive in.
The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits, jobless help, vaccine-distribution money, healthcare subsidies, and aid for struggling restaurants. What’s not inside? A higher minimum wage.
Here are some immediate takeaways:
More stimulus checks are coming: $1,400 checks could be hitting bank accounts and mailboxes this month, going out to adults, children, and adult dependents such as college students and elders. These adult dependents did not qualify for previous payments.
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors | (805)250-4552 | eric@aquilawealth.com
872 Higuera Street, San Luis Obispo, CA 93401
www.aquilawealth.com