<strong>COVID Relief Bill’s Tax, Cash Benefits Can Apply to Some Wealthy Clients</strong>

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 […]
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.
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.
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. […]
Perspectives June 2020 Lifestyle eNewsletter

Mark Triplett presents: SMART TIP: Struggling to focus while working from home? Try taking breaks every hour (or more often) as needed. Even five minutes of pause may give you a little relief as you go about your workday. WHO SAID IT? “Have the courage to follow your heart and intuition. They somehow […]
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 […]
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 […]
Perspectives February 2020 Lifestyle eNewsletter

Mark Triplett presents: SMART TIP: Dry skin this winter? Moisturize immediately after bathing or washing your hands, while your skin is still damp, to help lock in moisture and prevent it from fully evaporating off your skin. WHO SAID IT? “If you desire many things, many things will seem but a few.” [GET […]