Author page: QA Wealth Management Team

Pathfinder Worksheet: Can I Do A Qualified Charitable Distribution From My IRA?

Pathfinder Worksheet: Can I Do A Qualified Charitable Distribution From My IRA?

Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.

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Pathfinder Worksheet: What issues should I consider before the end of the year?

Pathfinder Worksheet: What issues should I consider before the end of the year?

Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.

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Pathfinder Worksheet: What issues should I consider when moving out of state?

Pathfinder Worksheet: What issues should I consider when moving out of state?

Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.

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How Bonds Work in a Market Selloff

How Bonds Work in a Market Selloff

Periods of heightened volatility during equity market selloffs have traditionally been accompanied by falling interest rates, which typically drives fixed income prices higher. This can result in a counterbalancing effect for portfolios that are experiencing losses from equities. This is the principle behind why equities and fixed income are combined to create a balanced portfolio.

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Advisory FAQ: Remember the Secure Act?

Advisory FAQ: Remember the Secure Act?

Sometimes a simple conversation among professionals can glean a helpful array of information. Here’s a conversation between John Wing, Founder of QA Wealth Management, and Christian Ray, CFP,  QA’s Director of Client Engagement, about the Secure Act legislation and some of its central provisions. 
Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.

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