Domani Wealth Offices Closed June 4th                                                                    

Domani Wealth offices will be closed on Tuesday, June 4, 2019 for team members to participate in a training session. If you have an urgent matter and need assistance on this day, please contact your advisor directly via cell phone or email.

We appreciate your understanding.

Insights


2019 Q2 in Review and Looking Ahead

Market Commentary

Building on the first quarter’s momentum, the capital markets continued their upward trend during the second quarter.  Despite a pullback in May due to global trade concerns, falling oil prices, and subsequent global growth concerns, the capital markets quickly recovered and are showing positive returns on a year-to-date basis.  So far this year, both equity […]

Are Your Retirement Plan Fees Reasonable?

Blog

Retirement plan fees are complicated. Between administration, investment management, record keeping, consulting, revenue sharing, sub-TA and 12b-1, it isn’t always clear to plan participants or plan sponsors exactly what they’re paying, how much they’re paying or even who’s paying the fees. ERISA Section 408(b)(2) states that plan fiduciaries have to determine whether the agreements and […]

Are You Taking Advantage of a Great Tax-Savings Opportunity?

Blog

Health Savings Accounts (HSA) provide significant tax advantages. First, to qualify for an HSA, you must be enrolled in a “high-deductible” health insurance plan. This is an important consideration, as some people may not be comfortable with higher annual deductibles, as the out-of-pocket costs may be more than they can afford. HSAs were established under […]

What Correction?

Market Commentary

With the S&P 500 suffering its worst December since 1931, and the equity market falling by nearly 20% at one point during the month, suffice it to say that 2018 ended with a thud rather than a bang. However, just as we saw a snap-back from the drawdown in early 2018 (for different reasons), the […]

2019 Q1 in Review and Looking Ahead

Market Commentary

In sharp contrast to the volatile conclusion of 2018, the new year brought a rally in the capital markets. Technology stocks again were a large contributor to the gains, but the market strength was fairly widespread. Both domestic and international equity markets, as well as the broad bond market, posted decidedly positive returns for the […]

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