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Josh Bentz

Josh Bentz

A little over 1 year ago, I published a blog post right here where I discussed the Dow reaching 20,000 for the first time ever, and some thoughts on how to handle stock market highs.

Here we are a year later, and the Dow recently closed above 26,000. So, according to my math, a rough 23% decline (a true bear market) would take us all the way back to...2017. Last year. If the Dow dropped 23% tomorrow, it would be about where it was just a year ago.

Health Savings Accounts (HSAs) have become a popular extension of health insurance plans over the last 10 years, and will likely continue to grow in popularity. You've probably heard of them...maybe you even have one. But did you know that most account holders vastly underutilize their benefits? If you (or anyone in your family) has medical expenses at any point in the future, and you prefer to pay less in taxes, you may be one of these people. 

If you've been following the news the past several months, particularly the financial news, odds are you've heard the word "fiduciary" a few times. Specifically, the Department of Labor's Fiduciary Rule has been the subject of much press. As the client of an advisor, friend of an advisor, or simply someone who likes to keep up with the financial landscape, it is important for you to know what this rule means. But the rule is also complex and in a state of flux, so we'd like to share this update from our July newsletter, in which WealthPoint President Brent Walker outlines the DOL's Fiduciary Rule and how it may affect you:

Tuesday, 08 August 2017 13:25

Is Your Password Actually Secure?

Here at WealthPoint, while we do talk about financial planning topics quite a bit, that's not the only thing on our minds. For example, I also think about food, golf, Purdue basketball, how well this squirrel is balancing itself on the tiny tree branch outside my office window…but I digress. Today’s blog isn’t about any of that, but it is about something that comes up quite often in conversations around our office and with clients: cybersecurity. As you probably know, cybersecurity can seem abstract, complex, and difficult to manage. But there's at least one thing you can do that's simple and can prevent a lot of headaches: improve your passwords.
Wednesday, 29 March 2017 13:17

Year-Round Tax Planning Tips

Tax season is upon us, and for many people, that means taxes are top of mind. This makes sense for many reasons: you’ve been getting tax documents in the mail, coordinating with your accountant or inputting data into your tax software, and so on. That’s all important, but the reality is tax planning occurs throughout the year, not just when you file your tax return! Here are some things to consider from a financial planning perspective that may save you some stress (and money) this year.
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