It’s Not Too Late For IRA Contributions
**Updated for CARES Act, approved March 27, 2020. Revisions in Bold Italics**
Tax day is coming up and we wanted to take this opportunity to remind you that if you haven’t made a 2019 IRA contribution, it’s not too late. If you are eligible to make a contribution, you have […]
Winding Down the Year
We are currently on track to end 2019 as another significant year for the markets. Year-to-date, most asset classes have performed well. This trend would indicate that we are preparing to enter our 11th year in a bull market environment. However, this does not necessarily mean that we are anticipating a repeat […]
It’s RMD Season
Summer is winding down and kids are going back to school. If you will be 70 ½ years old or older this year, now is the time to ensure that you have taken your required minimum distribution (RMD).
If you have not already satisfied your 2019 RMD with your assets held in our […]
Stay the Course
You hear us say it all the time: “Stay the course”. Even with headlines about trade wars, interest rates, impeachment, etc. we believe you should remain invested and continue to work with our team to ensure that your portfolio is suitable for your investment goals and risk tolerance.
We understand that […]
Excerpt from Potomac Lifestyle Men’s Issue: June 2019 Article Lauri Gross | Photography Monica Vidal
In college in the 1980s, Bob Collins traded stocks to make money for beer and dates while he pursued an accounting degree for what he expected would be a career as a CPA. But fate had other plans.
In Bob’s senior […]
Happy New Year!
With 2018 in the books, it’s time to start looking at what 2019 has in store for us. We ended 2018 in a wave of volatility, and we don’t necessarily predict headline risk to subside for 2019. Ongoing trade wars with China, government shutdowns, and a shift to a Democrat House majority […]
December 28, 2018 – Potomac Lifestyle, Financial Fitness Issuehttp://www.potomaclifestyle.com/2018/12/28/financial-fitness/
It is important to keep your finances in shape and the experts at Collins Investment Group are extremely knowledgeable. We sat down with Robert Collins, managing director and founder of Collins Investment Group, and he explained how to maintain financial fitness with your adviser.
Meet with a financial adviser […]
Required Minimum Distribution (RMD) Season
It’s that time of year already — 2018 is nearing an end and with that means our team is making sure all of our clients who are required to take a minimum distribution from their IRA have done so. If you are unfamiliar or unsure what a RMD is or if […]
It’s Not Too Late For IRA Contributions **Updated for CARES Act, approved March 27, 2020. Revisions in Bold Italics** Tax day is coming up and […]
Winding Down the Year We are currently on track to end 2019 as another significant year for the markets. Year-to-date, most asset classes have performed […]
It’s RMD Season Summer is winding down and kids are going back to school. If you will be 70 ½ years old or older this […]
Stay the Course You hear us say it all the time: “Stay the course”. Even with headlines about trade wars, interest rates, impeachment, etc. we […]
Excerpt from Potomac Lifestyle Men’s Issue: June 2019 Article Lauri Gross | Photography Monica Vidal In college in the 1980s, Bob Collins traded stocks to […]
This year’s Best-In-State Wealth Advisors list spotlights over 3000 top advisors across the country who were researched, interviewed and assigned a ranking within their respective […]
Excerpt from Potomac Lifestyle Men’s Issue: June 2019 Article Lauri Gross | Photography Monica Vidal In college in the 1980s, Bob Collins traded stocks to […]
December 28, 2018 – Potomac Lifestyle, Financial Fitness Issuehttp://www.potomaclifestyle.com/2018/12/28/financial-fitness/ It is important to keep your finances in shape and the experts at Collins Investment Group are […]
