Accretive Wealth Partners

03/23/2022

Our CIO Gary Ribe was invited to the Barron’s Independent Advisor Summit in Louisville, Kentucky. Thank you to our custodian Charles Schwab and our technology provider Orion Advisor Services for organizing a tour of Churchill Downs, site of the Kentucky Derby.

03/15/2021

Equity markets finished February on a positive note, despite the pullback experienced during the last couple of weeks of the month. We share our thoughts in the most recent monthly update.

Markets were higher but off their highs in February, we share our take.

02/10/2021

Everyone seems to be caught up in the "meme" stocks. We share our take on it all in our latest blog post.

Meme stocks have captured the market's attention, we share our take.

12/07/2020

November was a strong month for equities across asset classes. As we approach the last month of 2020 and look forward to 2021, we share our thoughts:

Markets were up in November, buoyed by positive vaccine news and the passing of the US election.

11/30/2020

The CARES Act was passed nearly eight months ago, so some benefits may have been overlooked. As you give to your favorite organizations this holiday season, keep these important changes in mind.

With the 2020 holiday season officially upon us, it is no surprise that our giving efforts are likely ramping up. And while donating to charities is a...

11/13/2020

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% last month. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

Back in October, the Social Security Administration released important updates and figures for 2021 - including cost-of-living adjustments (COLA) for ...

11/12/2020

Equity markets were mixed in October. Our CIO Gary Ribe shares our thoughts in the monthly recap:

The S&P 500 declined in October, but other markets were up and it all seems like history as we enter November.

11/10/2020

Whether you're looking to get out of town for a few days or visiting relatives for the holidays, traveling this time of year can be stressful - especially amidst COVID-19. Here are 6 travel tips to consider this holiday travel season.

Are you considering leaving town for the holidays? Whether you are just visiting relatives for the weekend or trying someplace new, traveling during ...

10/13/2020

Markets were rocky in September, we share our take on the activity.

https://www.accretivewealthpartners.com/post/accretive-september-2020-market-recap

September was an interesting month in markets, we share our take.

09/03/2020

There were some prominent stock splits earlier this week that had investors talking, we shared our take on the event in our recent blogpost.

Stock splits in some notable companies have investors talking, check out our take.

08/17/2020

The deadline for returning unwanted Required Minimum Distributions previously taken in 2020 is approaching at the end of this month. If you took an RMD from certain retirement accounts, such as an IRA, 401(k), or Inherited IRA, you have until August 31st, 2020 to rollover those amounts without it being included in your taxable income this year. If you think this may benefit you, or have questions about it, contact us or your tax advisor immediately. For the full notice:
https://www.irs.gov/pub/irs-drop/n-20-51.pdf

08/13/2020

Markets continued to recover in July, our CIO Gary Ribe shares our take in the Market Update.

July was a good month for markets, we share our take in the recap.