Carey & Hanna's Blog
SECURE Act 2.0: An Overview
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.
Read MoreThe History of Stock Market Performance Surrounding Midterm Elections
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.
Read MoreGreen Shoots: Hope for Economic Recovery
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.
Read MoreIS A STATE-RUN RETIREMENT PLAN RIGHT FOR YOU?
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.
Read MoreThe Markets are Healing
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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Weekly Market Insights: Powell Favors Quick Movement
Hawkish comments from Fed Chair Jerome Powell overshadowed many largely positive earnings results, sending stocks lower for the week.
Read MoreIs now the time to invest?
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...
Read MoreMarket Turbulence – Rates and Russia
The return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022.
Read MoreWhy Does the Beginning of 2022 Feel Different?
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.
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
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...
Read MoreMaximize Your Generosity with Tax-Smart Charitable Giving Strategies
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...
Read MoreMarket and Economic Factors for the Second Half of 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...
Read MoreDesign Your Qualified Retirement Plan Before the June 2022 CalSavers Deadline
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...
Read MoreDesignate a Trusted Contact to Prevent Elder Financial Exploitation
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...
Read MoreThe Markets Are Resilient And So Are We
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...
Read MoreIRS Extends Deadline for Qualified Opportunity Zone Fund Investments
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...
Read MoreA Look Into 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...
Read MorePre-Flight Check Your Financial Plan
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...
Read MoreA Q3 Market Recap and Reassurance for Q4
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...
Read MoreShould You Get Out When the Market Descent is Steep?
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...
Read MoreMarkets Stage a Big Recovery in the Second Quarter
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...
Read MoreFinal Weeks to Contribute to IRA and HSA Accounts
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:...
Read MoreSave for College With a 529 Savings Plans
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...
Read MorePlan that Trip for When We Can Travel Again
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...
Read MoreBuilding for Tomorrow – and Today
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...
Read MoreCapitalize on Market Downturns with Active Tax Loss Harvesting
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...
Read MoreAre We Going Too Fast or Too Slow?
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...
Read MoreHeadline Highlights for Your Household
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...
Read MoreHeadline Highlights for Your Business
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...
Read MoreExtended Tax Deadlines for California Residents
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...
Read MoreSacrifice Performance for Personal Values No More
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...
Read MoreESG Funds: Beliefs are the Bottom Line
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...
Read MoreAs the Coronavirus Goes Global, it's Not Time for a Panic
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.
Read MoreTwo Ways the SECURE Act Could Impact Your Financial Strategy
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...
Read MoreOpportunity Zones Present Year-End ‘Opportunity’ for Long-Term Tax Savings
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...
Read MoreThe Value of Today’s Financial Advisor
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...
Read MoreDAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL
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...
Read MoreDAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL
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...
Read MoreDAVIN CAREY HONORED AT HD VEST'S PREMIER ADVISORS' FORUM
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...
Read MoreCONNECT 2018 HD VEST NATIONAL CONFERENCE
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...
Read MoreDAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL
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...
Read MoreDAVIN CAREY SERVES ON THE HD VEST ADVISOR COUNCIL
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,...
Read MoreDAVIN CAREY, BOB CAREY & TOM HANNA ATTEND HD VEST’S ELITE RETREAT NETWORKING CONFERENCE
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,...
Read MoreLocal Financial Professional Recognized As A Pacesetter By National Firm
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...
Read MoreDavin Honored at HD Vest's Premier Advisors' Forum
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,...
Read MoreTom & Chris Attend HD Vest Connect 2017 Conference
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...
Read MoreDavin Carey Chosen for Inaugural HD Vest Advisor Council
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...
Read MoreThe Latest Eye on the Fed
Please click on the link to read the latest update from HD Vest. Eye on the Fed
Read MoreDavin Carey Recognized as a Field Leader by HD Vest Financial Services
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...
Read MoreDavin Carey, Bob Carey, and Tom Hanna Attend HD Vest's Elite Retreat Networking Conference
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...
Read MoreLocal Financial Professional Recognized as a Pacesetter by National Firm
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...
Read MoreDavin Carey Honored at HD Vest's Premier Advisors' Forum
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,...
Read MoreConnect 2016 HD Vest National Conference Press Release
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...
Read MoreDavin Carey Recognized at Field Leaders
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,...
Read MoreVentura County Star Reader's Choice
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...
Read MoreTwo Articles, Same Day
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:...
Read MoreThe Fed Pauses as Growth Moderates
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
Read MoreChris Sullivan Passes CFP Exam
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 |...
Read MoreHD Vest 2015 Elite Retreat
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...
Read MoreGrand Opening Event!
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...
Read MoreHDVest Pacesetter Conference
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...
Read MoreCarey & Hanna Moving
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...
Read MoreHDVest Top 75 Premier Advisors Conference
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...
Read MoreHDVest 2015 National Conference
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...
Read MoreHDVest Top Field Leaders Press Release
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...
Read MoreCarey & Hanna Annual Charity Golf Event 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...
Read MoreCarey & Hanna Annual Charity Golf Event 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...
Read MoreCarey & Hanna Annual Charity Golf Event 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...
Read MoreAnimals & Airplanes Charity Event 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...
Read MoreCarey & Hanna Annual Charity Event 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...
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