Carey & Hanna's Blog

Weekly Market Insights: Powell Favors Quick Movement

Davin Carey

Thursday, April 28, 2022

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

Is now the time to invest?

Davin Carey

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...

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

Why Does the Beginning of 2022 Feel Different?

Davin Carey

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.

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...

Maximize Your Generosity with Tax-Smart Charitable Giving Strategies

Davin Carey

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...

Market and Economic Factors for the Second Half of 2021

Davin Carey

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...

Design Your Qualified Retirement Plan Before the June 2022 CalSavers Deadline

Davin Carey

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...

Designate a Trusted Contact to Prevent Elder Financial Exploitation

Davin Carey

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...

The Markets Are Resilient And So Are We

Davin Carey

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...

IRS Extends Deadline for Qualified Opportunity Zone Fund Investments

Davin Carey

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...

A Look Into 2021

Davin Carey

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...

Pre-Flight Check Your Financial Plan

Davin Carey

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...

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...

Should You Get Out When the Market Descent is Steep?

Davin Carey

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...

Markets Stage a Big Recovery in the Second Quarter

Davin Carey

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...

Final Weeks to Contribute to IRA and HSA Accounts

Davin Carey

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:...

Save for College With a 529 Savings Plans

Davin Carey

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...

Plan that Trip for When We Can Travel Again

Davin Carey

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...

Building for Tomorrow – and Today

Davin Carey

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...

Capitalize on Market Downturns with Active Tax Loss Harvesting

Davin Carey

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...

Are We Going Too Fast or Too Slow?

Davin Carey

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...

Headline Highlights for Your Household

Chris Sullivan

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...

Headline Highlights for Your Business

Davin Carey

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...

Extended Tax Deadlines for California Residents

Bob Carey

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...

Sacrifice Performance for Personal Values No More

Davin Carey

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...

ESG Funds: Beliefs are the Bottom Line

Davin Carey

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...

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.

Two Ways the SECURE Act Could Impact Your Financial Strategy

Davin Carey

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...

Opportunity Zones Present Year-End ‘Opportunity’ for Long-Term Tax Savings

Davin Carey

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...

The Value of Today’s Financial Advisor

Davin Carey

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...

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...

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...

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...

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...

DAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL

Davin Carey

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...

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,...

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,...

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...

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,...

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...

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...

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

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...

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...

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...

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,...

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...

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,...

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...

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:...

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

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 |...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...