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Financial Planning Money Management News Retirement Planning Tax Planning Taxes in Retirement Triplett-Westendorf Financial Group

COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients

Financial Planning | March 11, 2021 The $1.9 trillion COVID relief package signed by President Biden on Thursday isn’t aimed only at lower-income and middle-class individuals. Advisors say that many upper-middle-class earners and even the mass affluent can potentially qualify for a portion of the tax breaks or direct cash payments. Here’s a cheat sheet […]

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Economic Outlook Market Trends News Triplett-Westendorf Financial Group Videos

The Second Stimulus Bill of 2020–What it Means for Your Money

A second COVID-19 relief bill has been signed, sending stimulus checks to most Americans. Troy Westendorf of Ankeny Iowa’s Triplett-Westendorf Financial Group shared how that money will help families and why creating a spending plan could be a smart idea with WHO13 News in Des Moines.

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Economic Outlook Market Analysis Market Trends News Triplett-Westendorf Financial Group

The COVID-19 Vaccine and Your Money

The COVID-19 vaccine is rolling out and being administered across the country. Triplett-Westendorf Financial Group CEO Mark Triplett spoke with Des Moines Iowa’s KCCI news about what impact this has on your money.

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Economic Outlook Market Analysis News Quarterly Update Triplett-Westendorf Financial Group

July 2020 Quarterly Market Overview

Wow! A quarter to remember! After the market had its fastest selloff ever from a market high to a bear market, the reversal took hold in the 2nd quarter. A bear market is defined as a 20% pullback from a previous high. Interesting to note, this bear market replaced 1929 as the swiftest on record. […]

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News Retirement Planning Triplett-Westendorf Financial Group

Perspectives June 2020 Lifestyle eNewsletter

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Economic Outlook Market Analysis Market Trends News Triplett-Westendorf Financial Group

Monthly Economic Update June 2020

In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. Monthly Economic Update   Presented by Mark Triplett, June 2020   U.S. Markets Stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress […]

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Economic Outlook Market Analysis Market Trends News Triplett-Westendorf Financial Group

Monthly Economic Update May 2020

In this month’s recap: Stocks rebounded sharply, fueled by a flattening of the COVID-19 curve and positive results from clinical trial investigating a treatment for the virus. Monthly Economic Update   Presented by Mark Triplett, May 2020   U.S. Markets Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from […]

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Perspectives February 2020 Lifestyle eNewsletter