HK Investment Group - Stifel

07/26/2023

Covered call writing is a conservative strategy used to realize additional return on the underlying stock and, at the same time, create a partial hedge against a decline in the stock price.

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07/19/2023

It's never too early to begin investing.

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07/13/2023

Charitable giving is often an important component of financial, tax, and estate planning. Creating a strategic charitable giving plan can help maximize your tax benefits and reduce your record-keeping burden. Creating a Stifel Donor-Advised Fund allows you to focus on making an impact on the causes you care most about.

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05/31/2023

Participants of qualified employer-sponsored retirement plans (e.g., 401(k), profit sharing, 403(b), etc.) typically have several options when deciding what to do with their retirement plan assets upon termination of service with the sponsoring employer.

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05/24/2023

Does thinking about your finances cause anxiety?

It does for many but, it doesn't have to! Take control of your finances and enjoy the freedom that planning can bring.

1. Establish your financial goals and develop a strategy to reach them
2. Save the money you need to BEFORE it hits your pockets
3. Make sure your money is always working for you the best way it can
4. Review your progress regularly and make adjustments as needed

These are just a few steps that can make a huge difference. Feeling anxious about your finances doesn't have to be a given. Taking command of your financial life can help pay dividends down the road.

04/20/2023

Message me to receive the current rates.

04/12/2023

If one missed the top 30 trading days over the past 20 years, the cumulative S&P 500 return would almost be flat. It's important to have a plan and stick to it. Don't let your emotions sway your decisions.

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04/06/2023

Our philosophy on investing is grounded on a nearly 130-year-old tradition of trust, understanding, and solid, studied advice.

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03/31/2023

How much money did you make in 2022?

I understand it's a blunt question but the answer could help you in the long run.

If you made less than $144,000 (single) or $214,000 (married) in 2022, you could be eligible to contribute to a Roth IRA.

The benefits…

- Tax-free withdrawals in retirement
- No required minimum distributions (RMDs)
- Penalty-free withdrawals of contributions at any time
- 2022 contribution limit of $6,000 ($7,000 for age 50 and over)
- Diverse investment options available

You still have time to make contributions for 2022, but you need to act before April 18th.

Let me know if you have any questions!

03/22/2023

From an investor's perspective, the primary benefit of municipal bonds is their preferential tax treatment. Below is a summary of the tax benefits associated with this type of bond.

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