In today’s competitive job market, Thornwood Financial believes that retaining top talent is as crucial as attracting it. The concept of “golden handcuffs” – offering a mix of incentives and benefits to encourage employees to stay with a company – has become a key strategy for many businesses. This approach not only rewards employees, but […]
As the holiday season approaches, excitement and festive spirit fill the air. However, for small business owners and those focused on financial planning, particularly for retirement or engaging in 1031 exchanges, it is also a time to be mindful of financial decisions. At Thornwood Financial, we understand the challenges and opportunities this season brings. That […]
In the world of finance, the term ‘alternative investments’ has gained significant traction. For those accustomed to the traditional spheres of stocks, bonds, and cash equivalents, the realm of alternative investments may seem intriguing yet complex. At its core, alternative investments represent assets that do not fit into traditional categories. As investors seek ways to […]
The digital age has transformed nearly every aspect of our lives, from the way we communicate and shop, to the manner in which we work and even invest. As the complexities of the digital economy continue to evolve, investors and businesses alike are seeking guidance on how best to position themselves for potential growth and […]
The stock market has always been a realm of unpredictability, where fortunes can be made or lost in the blink of an eye. Navigating the volatile waters of the stock market requires a combination of strategy, knowledge, and discipline. Let’s explore how to navigate the ever-changing landscape of the stock market. 1. Diversification Is Key […]
Retirement planning is a critical aspect of financial well-being, and a well-structured 401(k) plan can play a pivotal role in a confident retirement. In this article, we delve into tips that may help you make the most of your retirement savings through effective 401(k) planning. 1. Start Early and Contribute Regularly One of the most […]
In my experience, most corporate employees in their 50’s and early 60’s have two main sources of retirement funding, their 401(k) and Social Security. Both are controlled by the government. Most know that the future of Social Security is cloudy and have been adequately conditioned not to rely too heavily on that income stream for […]
Statistics from Seeking Alpha show that the S&P 500 has had average returns 10.67% annualized since the inception of its modern structure in 1957. Warren Buffet recommends putting your money into an index fund and not touching it. So why doesn’t everybody have successful investment results? The reason that people may have trouble in […]
Are you looking for ways to invest in companies that align with your values and beliefs? If so, you might be interested in ESG investing, a growing trend in the finance industry. ESG investing enables investors to put their money into socially responsible investments that reflect their personal values. This blog post will delve […]
Estate planning is an important step for anyone looking to preserve their assets and financial future. It involves creating a will, setting up trusts, appointing powers of attorney, and more. In addition to these basics, there are also gifting strategies, charitable giving options, and other steps you can take to ensure your estate is taken […]
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IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics of your particular situation.
Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and should only be considered by investors who can withstand the loss of their investment. Prospective investors should perform their own due diligence carefully and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
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