Financial Planning Blog from Phillips Financial | Phillips Wealth Planners - Part 5

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Market Recap – Stocks’ Recovery Continues

Stocks continued to move higher in May, as the S&P 500 rallied for a second consecutive month. Continued stimulus from fiscal and monetary authorities has boosted equities, bolstering expectations for an economic rebound later this year and into early 2021. However, positive equity headlines don’t tell the full story, cautions Raymond James Chief Investment Officer […]

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PHILLIPS-GAINES NAMED TO NATIONAL 2020 TOP ADVISORS LISTS

Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ Professional, of Phillips Financial was recently named to multiple national top financial advisors lists. These are prestigious national rankings that spotlight elite advisors across the country who were nominated by their firms – and then researched, interviewed, and selected to receive the honor. Those honors include:

  • Forbes 2020 Best-in-State Wealth Advisors* (third consecutive year)
  • Forbes 2020 Top 200 Women Wealth Advisors** (fourth consecutive year)
  • Barron’s 2020 Top 1200 Financial Advisors List*** (fifth consecutive year and includes recognition in The Wall Street Journal)
Lynn Phillips-Gaines

Career milestones such as these would not be possible without continued trust and support by the clients her team serves.

Phillips-Gaines joined the financial services industry in 1982, opened her own practice in 1984, has nearly forty years of experience, and manages over $200Million in client assets.

Market Recap – Stocks Regain Ground as States Discuss Plans to Reopen

Globally, billions remain at home under some variation of COVID-related lockdowns and social distancing, a phrase many of us hadn’t heard or used up until this year. Unsurprisingly, this has affected just about every industry, from restaurants to airlines to the oil industry. The markets, in turn, have experienced some turmoil although they perked up a bit in April on news of a potential therapeutic and unprecedented stimulus out of Washington.

Five Actionable Ways to Vet a Charity

Maximize the impact of your charitable dollars by supporting trustworthy organizations.

Derived from the Greek word “philanthropia,” philanthropy translates to “the love of humanity.” And it’s heartening to know that our love of humanity has technically been growing for decades. According to Charity Navigator, giving in the U.S. has increased in current dollars every year since 1977, with the exception of 1987, 2008 and 2009, which all marked major economic crises. As we prepare to welcome a new decade of goodwill, you may have started thinking about the organizations and causes you wish to champion.

COVID-19 Update – Stocks Continue to Rally, Await Reopening of U.S. Economy

Each day brings more news – some of it encouraging, some of it not – about our efforts to curtail the spread of COVID-19 and reopen the U.S. economy. Lawmakers at the federal, state and local levels are trying to find the appropriate time to reopen the economy, as well as ways to support people whose lives and livelihoods have been affected by the coronavirus pandemic.