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Carey & Hanna's Blog

Wednesday, January 25, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement called SECURE 2.0. We've broken it down for you.

Wednesday, October 5, 2022

Months of stock market ups and downs coupled with rising interest rates and inflation have many Americans feeling fearful as we head into November. However, a quick look at history should do much to calm your nerves.

Tuesday, September 27, 2022

Much like the economy and inflation, we're dealing with now – it’s pain we’re all being asked to shoulder for the prospect of a better tomorrow. We know there will be rough climates from time to time that we must endure but there is hope.

Thursday, August 18, 2022

In California, employers who have five or more employees will be required to offer their own workplace retirement savings program in 2023 or be automatically enrolled in a state-run plan called CalSavers.

Wednesday, May 11, 2022

When you fall off a bike and sustain an injury, it might be something you can see – like a scrape or a bruise. Or the injury might be internal. Either way, it hurts.  However, the body’s healing mechanisms come into...

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Thursday, April 28, 2022

Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week.

Friday, March 25, 2022

It’s easy to get anxious reading the news. Rising interest rates, talk of trade wars, inflation fears, political events, and international developments all can influence stock prices and in return, lower consumers' confidence in...

Thursday, February 24, 2022

The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022.

Thursday, February 10, 2022

Let’s face it. 2022 has had a rocky start. We’ve seen a lot of selling, a lot of volatility, and rebalancing amongst asset classes during these first few weeks of the year. Much of this change is attributed to expectations around inflation.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Thursday, January 6, 2022

Monday, November 29, 2021

From celebrating Thanksgiving and ‘Giving Tuesday’ to year-end charitable contributions, the holiday season puts many in the spirit of giving. However, there are opportunities to make your generosity more impactful by...

Monday, July 26, 2021

The first half of 2021 was busy and interesting. The S&P 500 ended the best first half of the year since 1998 despite potentially negative headlines including inflation surging to 30-year highs, the Fed discussing tapering of QE and...

Friday, July 23, 2021

If your business employs 50 or more employees and does not sponsor a retirement plan, you were required to register for the State of California's new workplace retirement savings program, CalSavers, by June 30, 2021. If you have 5-49...

Thursday, July 22, 2021

Last month, we recognized World Elder Abuse Awareness Day – highlighting the ongoing need to protect senior investors and vulnerable adults from financial abuse or exploitation. Even if you’re many years away from being...

Wednesday, April 21, 2021

Optimism is in the air. Maybe it’s the warmer weather, COVID-19 vaccine distribution or the resurfacing of social events, but whatever the cause, I’m grateful for the positive outlook this spring – especially compared...

Friday, February 12, 2021

Just last month, the Internal Revenue Service announced a new deadline for participating in qualified opportunity zone funds. Typically, taxpayers have a 180-day window to defer taxes on capital gains by investing in low-income or...

Friday, January 15, 2021

America breathed a sigh of relief when 2020 came to a close, and we could finally put the tumultuous year behind us. With clarity about the COVID19 vaccine and outcome of the presidential election, markets ended the fourth quarter on a...

Monday, October 26, 2020

I’m in the habit of riding my Peloton bike a few times a week. Last time I completed a ride, my numbers just weren’t where they should have been. I thought, “Maybe I’m dragging from lack of sleep (thanks to the...

Wednesday, October 14, 2020

If there’s one thing we’ve come to expect from 2020, it’s the unexpected. Since COVID19 altered our daily lives in early March, there have been high highs and very low lows, and more volatility should be anticipated...

Friday, September 4, 2020

Up until the last few days, the market has seemed invincible. As investors, this can make us feel invincible, too, but when events like the past few days occur, we're reminded of a truer reality – things cannot go straight up...

Tuesday, July 7, 2020

There is a massive amount of information to process these days. Every time you turn on the TV or scroll through Twitter, ‘experts’ from various industries are reporting new information we must process. At Carey & Hanna, our...

Tuesday, June 30, 2020

The July 15 tax deadline is quickly approaching, which means you only have a couple weeks left to make contributions to your Individual Retirement and Health Savings Accounts. Here are a few eligibility requirements to keep in mind:...

Thursday, May 28, 2020

Due to shelter-in-place orders related to the COVID-19 pandemic, many parents unexpectedly found themselves homeschooling children for much of the spring semester. If that didn’t generate a new level of appreciation for educators...

Tuesday, May 19, 2020

Memorial Day weekend is often viewed as the unofficial start of summer. With warm, sunlit evenings and the end of school in sight, this time of year is marked by social gatherings and vacation planning. Although U.S.-based Disney theme...

Wednesday, April 29, 2020

Personal financial planning allows you to maximize growth potential over the long term while ensuring short-term financial needs are covered. At Carey & Hanna, we work with you to determine how much cash flow is needed from sources...

Monday, April 27, 2020

The practice of tax loss harvesting (TLH) – or selling an asset at a loss to offset a gain and therefore reduce your taxable income – is growing in popularity. Advisors who implement TLH in client portfolios most often do...

Monday, April 6, 2020

Picture this: You’re driving on the highway at about 80 miles per hour. It’s faster than the speed limit, but you’re keeping up with the flow of traffic, so you don’t think twice about it. Then, your speedometer...

Monday, March 30, 2020

Feeling overwhelmed by the news lately? We don’t blame you. It seems every day brings a batch of headlines that impact our lives in significant ways, but information changes so quickly, it can be hard to keep up. So, we’ve...

Monday, March 30, 2020

Operating a business during a global health pandemic such as COVID-19 is difficult. There’s no best-practice manual because the challenges we’re facing are as novel as the virus itself. And while great support is being made...

Wednesday, March 18, 2020

In late March 2020, the California Franchise Tax Board (FTB) announced that California residents have until July 15, 2020 to file and pay individual tax returns. Quarterly estimates that were due April 15 will now be due July 15, and...

Thursday, February 27, 2020

Many companies pledge to do their best to adopt business practices that are conscious of environmental, social and governance issues. For others, it’s a driving force in their business decisions. Investors can opt to support...

Wednesday, February 26, 2020

We’ve heard Anna Lappe say, “Every time you spend money, you’re casting a vote for the kind of world you want.” This is true not only of the dollars that leave our wallets but also the funds that make up...

Wednesday, February 26, 2020

As the Coronavirus goes global, it's not a time for a panic. Martin Landry at Avantax has relayed his thoughts on the Coronavirus. Please click here to read more about it.

Friday, January 17, 2020

Just last month, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This piece by Lord Abbett does a great job outlining the specific changes that will expand retirement plan coverage and...

Wednesday, December 11, 2019

Opportunity zones became a hot investment topic following the passage of the Tax Cuts and Jobs Act of 2017, and market chatter and interest continued to increase when the Internal Revenue Service and U.S. Department of the Treasury...

Wednesday, November 20, 2019

Blog by Davin Carey, Senior Wealth Advisor I recently had the privilege of attending the Forbes/SHOOK Top Next-Gen Advisor Summit in Detroit. It was a great opportunity to learn with other top advisors from across the country and gain...

Wednesday, May 29, 2019

Contact: Davin Carey 805-644-0697 Davin.Carey@TaxWealthPlan.com DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL Oxnard Local Provided Strategic Counsel to Tax-Focused Independent Broker-Dealer During Meeting at Company’s...

Wednesday, December 5, 2018

Contact: Davin Carey 805-644-0697 Davin.Carey@TaxWealthPlan.com DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL Oxnard, CA –December 5, 2018 Davin Carey based in Oxnard, CA, recently attended a meeting as a distinguished...

Friday, August 3, 2018

DAVIN CAREY HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM Top HD Vest Advisors from across the nation come together at annual event Oxnard, CA -August 3, 2018—Davin Carey based in Oxnard, CA, was recognized by HD Vest...

Thursday, July 19, 2018

DAVIN CAREY, BOB CAREY, TOM HANNA, CHRIS SULLIVAN, AND MICHELLE NELSON ATTEND CONNECT2018TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together Advisors, Industry Experts...

Wednesday, May 30, 2018

Contact: Davin Carey 805-644-0697 Davin.Carey@TaxWealthPlan.com DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL Davin chosen based on leadership and community involvement Oxnard, CA –May 30, 2018—Davin Carey based in...

Tuesday, December 26, 2017

Contact: Davin Carey 805-644-0697 Davin.Carey@TaxWealthPlan.com DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL Davin chosen based on leadership and community involvement Oxnard, CA –December 26, 2017-- Davin, based in Oxnard,...

Wednesday, November 22, 2017

FOR IMMEDIATE RELEASE DAVIN CAREY, BOB CAREY & TOM HANNA ATTEND HD VEST’S ELITE RETREAT NETWORKING CONFERENCE Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice November 11, 2017,...

Monday, October 2, 2017

FOR IMMEDIATE RELEASE CONTACT: Davin Carey 805-644-0697 LOCAL FINANCIAL PROFESSIONAL RECOGNIZED AS A PACESETTER BY NATIONAL FIRM October 2, 2017, Oxnard, CA — Davin Carey, a financial services professional in Oxnard, was...

Thursday, August 10, 2017

Contact: Davin Carey 805-644-0697 Davin.Carey@TaxWealthPlan.com DAVIN HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM Annual Event Brings Together HD Vest Advisors from Across the Nation Oxnard, CA 93036 --<August 4,...

Monday, July 10, 2017

Contact: Tom Hanna Chris Sullivan 805-644-0697 TOM HANNA AND CHRIS SULLIVAN ATTEND CONNECT2017TM, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together Top Advisors, Industry...

Monday, June 26, 2017

Contact: Davin Carey 805-644-0697 Davin.Carey@TaxWealthPlan.com DAVIN CAREY CHOSEN FOR INAUGURAL HD VEST ADVISOR COUNCIL Oxnard, CA --June 26, 2017—Davin Carey, based in Oxnard, CA, was chosen to be a member of the 2017 HD Vest...

Tuesday, June 20, 2017

Please click on the link to read the latest update from HD Vest. Eye on the Fed

Tuesday, May 16, 2017

FOR IMMEDIATE RELEASE DAVIN CAREY RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES® Annual Event Brings Together HD Vest’s Top Field Leaders from Across the Nation May 11, 2017 — Davin Carey, a financial...

Wednesday, November 9, 2016

DAVIN CAREY ATTENDS HD VEST’S ELITE RETREAT NETWORKING CONFERENCE Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice November 8, Oxnard, CA — Davin Carey a financial services...

Monday, October 31, 2016

FOR IMMEDIATE RELEASE LOCAL FINANCIAL PROFESSIONAL RECOGNIZED AS A PACESETTER BY NATIONAL FIRM October 28, 2016, Oxnard, CA — Davin Carey a financial services professional in Oxnard, was recognized as a Pacesetter by HD Vest...

Wednesday, July 27, 2016

DAVIN CAREY HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation Oxnard, CA –July 27, 2016—Davin Carey based in Oxnard, CA,...

Monday, June 20, 2016

TOM HANNA AND CHRIS SULLIVAN ATTEND CONNECT2016, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together Top Advisors, Industry Experts and Financial Service Providers to Share...

Tuesday, May 10, 2016

FOR IMMEDIATE RELEASE CONTACT: Davin Carey 805-644-0697 DAVIN CAREY RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES® Annual Event Brings Together HD Vest’s Top Field Leaders from Across the Nation May 9, 2016,...

Thursday, February 11, 2016

Carey & Hanna would like to let you know it's that time of year again where you can vote for ALL your favorites in the Ventura County Star Reader's Choice! You have all been so kind as to vote us your favorite for the past 5 years and...

Thursday, February 11, 2016

This morning as I was browsing the wires, I noticed 2 articles from 2 different authors on CNBC posted within hours of each other: CNBC - 'I hate to say' selling going to continue: Gartman CNBC - Why the sell-off could end soon:...

Monday, February 1, 2016

Please click on the link below for an up-to-date article regarding how the Fed pauses as growth moderates. The Fed Pauses as Growth Moderates

Wednesday, January 13, 2016

NEWS RELEASE FOR IMMEDIATE RELEASE Please Contact: Chris Sullivan, CFP Financial Advisor Tel. 805-644-0697 Email: chris.sullivan@taxwealthplan.com Carey & Hanna’s Chris Sullivan Earns CFP Certification Chris Sullivan of Carey & Hanna |...

Monday, November 16, 2015

FOR IMMEDIATE RELEASE DAVIN, TOM, AND BOB ATTENDS HD VEST’S ELITE RETREAT NETWORKING CONFERENCE Attendance at Qualifying Event Reflects Individual Commitment to Building a Client-focused Practice November 16, 2015, Oxnard, CA — Davin...

Thursday, October 22, 2015

Carey & Hanna | Tax & Wealth Planners had our grand opening and 30th anniversary event on Thursday, October 22, 2015. Along with the grand opening, the Oxnard Chamber of Commerce conducted a ribbon cutting ceremony for us along with a...

Tuesday, October 13, 2015

FOR IMMEDIATE RELEASE DAVIN CAREY RECOGNIZED BY HD VEST FINANCIAL SERVICES BROKER/DEALER AS A PACESETTER AMONG OVER 4,500 ADVISORS October 13, 2015, Oxnard, CA — Davin Carey, a financial services professional in Oxnard, was recognized...

Wednesday, September 2, 2015

NEWS RELEASE FOR IMMEDIATE RELEASE Carey & Hanna Wealth Management Firm Moving to Oxnard Carey & Hanna | Tax and Wealth Planners, established in Ventura in 1985, is expanding and relocating to a larger office in Oxnard on Oct. 1. The...

Thursday, July 30, 2015

DAVIN CAREY, TOM HANNA, AND BOB CAREY HONORED AT HD VEST’S PREMIER ADVISORS’ FORUM Annual Event Brings Together HD Vest’s Top 75 Performing Advisors from Across the Nation Ventura, CA –July 30, 2015—Bob, Tom, and Davin based in Ventura...

Tuesday, June 23, 2015

DAVIN CAREY, BOB CAREY, TOM HANNA, AND CHRIS SULLIVAN ATTENDS CONNECT2015, HD VEST’S LEADING NATIONAL INDUSTRY CONFERENCE FOR INDEPENDENT FINANCIAL ADVISORS Conference Brings Together Top Advisors, Industry Experts and Financial...

Friday, May 29, 2015

FOR IMMEDIATE RELEASE DAVIN CAREY RECOGNIZED AS A FIELD LEADER BY HD VEST FINANCIAL SERVICES® Annual Event Brings Together HD Vest’s Top Field Leaders from Across the Nation May 29, 2015, Ventura, CA — Davin Carey, a...

Monday, November 18, 2013

Carey & Hanna's Fourth Annual Charity Golf Event was a resounding success! Over $11,300 in revenue was donated to the Loeys-Dietz Syndrome Foundation. We would like to extend our thanks and appreciation to all those who participated...

Monday, November 12, 2012

Carey & Hanna's Third Annual Charity Golf Event was a resounding success! Over $5000 in revenue was donated to the California Veteran's Home - Ventura. We would like to extend our thanks and appreciation to all those who participated...

Monday, November 14, 2011

Carey & Hanna's Second Annual Charity Golf Event was a resounding success! Over $7000 in revenue was donated to Ribbons of Life. We would like to extend our thanks and appreciation to all those who participated and supported this...

Saturday, August 27, 2011

Carey & Hanna's had a wonderful event in 2011 called Animals & Airplanes. With the help of all our clients, we were able to donate over $4500 in revenue to the Ventura Humane Society of Camarillo. We would like to extend our thanks and...

Monday, November 15, 2010

Carey & Hanna's First Annual Charity Golf Event was a resounding success! Over $7500 in revenue was donated to the Ventura County Autism Society. We would like to extend our thanks and appreciation to all those who participated and...