Thank you for visiting our blog where you will find the latest news and happenings from FIFS Capital Advisor Group as well as our insights into financial topics and emerging industry trends. Keep checking in for all of the latest updates, and please contact us if you have questions or a subject that you would like us to write about. We are glad to have you reading along!
March 9, 2019 will mark the 10-year anniversary of the S&P 500’s bull market run, the longest in history. While this is great news, it is also a good time to reflect on how we got here. On March 9, 2009, the S&P 500 closed at its lowest...
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Friday, March 1, 2019
Beyond the New Year’s Resolution: Keeping Your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important...
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Monday, January 21, 2019
Four Budgeting Myths Debunked The New Year is a great time to reassess saving and spending habits and put new goals in place. To do so requires creating a formal process to succeed—and that means developing a budget. You may...
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Thursday, December 20, 2018
Three Steps to Successful End-of-Year Charitable Donations The end of the year can provide wonderful opportunities to support organizations you are passionate about, and possibly decrease your tax liability. To ensure your...
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Red and Blue Waves Turn to Purple Haze • Investors anticipated the election outcome correctly and stocks are rallying as uncertainty(risk) is being reduced from markets. • Now Democrats have the majority in the House of...
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Tim Swartley of FIFS Capital Advisor Group recently was named the Vice President of the Indian Valley Education Foundation (www.indianvalleyef.org) Board of Directors. The IVEF is a 501(c)(3) nonprofit organization that raises funds...
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Tuesday, October 23, 2018
Why The Fall is a Great Time to Start, Review or Update Your Financial Plan For most of the country, the Fall marks a seasonal turning point. As temperatures cool and the leaves begin to drop we’re reminded that life, like the...
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Tuesday, October 16, 2018
On Tuesday, October 9th, FIFS Capital Advisor Group hosted clients and friends for a tour of SEI’s unique campus and the art works of emerging artists throughout. The event included a time to socialize, a walking tour, lite fare...
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Volatility has returned to the stock market, and with it we have seen some significant short term declines. Cetera Investment Management recently authored a brief article on the declines, citing rising interest rates and challenging...
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Monday, September 17, 2018
This article is provided by Everplans — The web's leading resource for planning and organizing your life. FIFS Capital Advisor Group is proud to offer our clients and friends complimentary access to Everplans. To learn more...
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Thursday, August 23, 2018
Recently the S&P 500 reached a significant milestone. At 3,453 days without a decline of 20% or more, it became the longest running bull market in U.S. history. This article outlines the history of this bull run and how long it might...
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Tuesday, August 7, 2018
Steady, rising growth and inflation nearing target levels has led the Federal Reserve to raise interest rates twice this year, with a third hike widely expected in September. The Fed left rates unchanged at its August 1 meeting, but...
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Monday, June 25, 2018
Three reasons why every family needs a legacy plan now A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about...
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Tuesday, May 22, 2018
Now that another tax season has wrapped up, it is easy to think that we can put all of the documents in a file until next year. However, with recent tax law changes it may be more important than ever to think ahead for the 2018 tax...
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Tuesday, April 24, 2018
Do you remember 2008? I remember it as the year that the Phillies finally won another World Series. A few other key highlights for 2008 include: Barack Obama was elected President, the Apple App Store was launched, Beijing hosted...
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Monday, March 19, 2018
This helpful blog post provides you a quick update on several key Social Security changes. If you have questions about how these changes may impact your income in retirement or if you need help with Social Security claiming strategies...
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Friday, March 2, 2018
Markets Continue Slide on News of Tariffs and Other Worries The Dow Jones Industrial Average fell by over 1% for a third straight day on Thursday, something ithas not done in over two years. Markets tumbled after President Trump said...
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Wednesday, February 21, 2018
This helpful blog post provides you a quick update on key highlights of the new tax law. While this is far from a complete list of reforms ushered in by the Tax Cuts and Jobs Act, the number of changes points to the importance of...
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Tuesday, February 6, 2018
"The recent sell-off is not that unusual, but something we have not seen in a long time. Before the pullback, we had gone the longest period without a 3% sell-off (drawdown from peak) in the S&P 500 (311 trading days). The next longest..."
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Friday, December 29, 2017
The last time this country reformed its tax code, shoulder pads were in fashion, Mike Tyson became the youngest Heavyweight Champion in history, the Oprah Winfrey show had just debuted on television, and the movie “Wall Street” had not...
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Friday, December 8, 2017
Bitcoin is unavoidable in the news right now. It’s meteoric rise has captured the attention of professional investors and individual investors alike. But what is Bitcoin? More importantly, is it an appropriate investment for the...
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Monday, October 16, 2017
FIFS is now an official Everplans Advisor! FIFS Capital Advisor Group is proud to offer Everplans. An Everplan is a secure, digital archive of everything your loved ones will need should something happen to you. It contains wills,...
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Thursday, August 17, 2017
Tim Swartley of FIFS Capital Advisor Group recently joined the Indian Valley Education Foundation (www.indianvalleyef.org) Board of Directors. The IVEF is a 501(c)(3) nonprofit organization that raises funds to support and enhance the...
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Tuesday, August 1, 2017
Tim Swartley of FIFS Capital Advisor Group recently attended Connect 2017 hosted by Cetera® Advisor Networks, aimed at bringing together advisors from across the country aspiring to work on their personal and professional...
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Wednesday, July 26, 2017
FIFS Capital Advisor Group is proud to announce that Sid Ruth and Tim Swartley have furthered their commitment to Qualified Retirement Plans by recently becoming members of The National Association of Plan Advisors (NAPA). The National...
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Tuesday, July 11, 2017
Several months ago, we posted an update on our blog regarding news that our then newly elected President had issued a directive to the Department of Labor (DOL) regarding its Fiduciary Duty Rule or “Conflict of Interest”...
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Thursday, May 25, 2017
At FIFS Capital Advisor Group, Sid Ruth and I are often asked questions related to Social Security. “When should I claim?” “What happens if I continue to work part time after I claim?” “Should I claim on...
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Wednesday, May 10, 2017
You may have heard reports in the news that President Trump has issued a presidential memorandum pertaining to the Department of Labor’s (DOL) Fiduciary Duty Rule or “Conflict of Interest” Rule. The memorandum...
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Tuesday, May 9, 2017
A group of Indian Crest and Indian Valley Middle School students recently visited the FIFS Capital Advisor Group office for a presentation by Tim Swartley on Investments and Financial Planning. During the presentation the students...
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We are well on our way! It is approximately 32,000 steps from our FIFS office in Telford to SEI Investments in Oaks and with only 5 days into the challenge look how many of us have arrived already! A huge thank you to SEI for the cool...
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Friday, April 21, 2017
On Thursday, April 20th a crowd, primarily composed of clients new to FIFS Capital Advisor Group, gathered to tour SEI’s unique campus and the art works of emerging artists throughout. The event included lite fare and culminated...
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Monday, March 13, 2017
FIFS Capital Advisor Group is pleased to have recently been added to the Approved 403(b) Vendor list for the Souderton Area School District. FIFS Capital Advisor Group Financial Advisors Sidney J. Ruth, CPA, CFP® and Timothy V....
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