Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Insights


2019 Q3 in Review and Looking Ahead

Market Commentary

The third quarter brought mixed results for global capital markets.  Most domestic large cap indices posted modest gains, while domestic small cap and international markets posted losses.  Fixed income returns increased for the quarter as interest rates continued their decline.  The economic backdrop included a US economy that continued to hum along, while global growth […]

Savings: The Importance of Starting Early

Blog

Time flies! We all know and joke about it. “Where did the summer go?” or “How is it already Labor Day?”  As we age it seems as if time goes faster. Let’s take that feeling and use it to our advantage. The concept of time value of money and the compounding of interest are very […]

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 […]

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