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Stocks Gain Despite COVID-19 Acceleration #WEVU 7/13/20
Investments Eric Hagen 7/13/20 Investments Eric Hagen 7/13/20

Stocks Gain Despite COVID-19 Acceleration #WEVU 7/13/20

In this week’s episode: stocks gain after volatile week, despite COVID-19 acceleration.

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Stocks Climb a Wall of Worry #WEVU 7/6/20
Investments Eric Hagen 7/6/20 Investments Eric Hagen 7/6/20

Stocks Climb a Wall of Worry #WEVU 7/6/20

In this weeks episode: despite continued COVID-19 concerns, markets react positively to upbeat economic data.

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Fears of Economic Shutdown Diminish #WEVU 6/22/2020
Investments Eric Hagen 6/22/20 Investments Eric Hagen 6/22/20

Fears of Economic Shutdown Diminish #WEVU 6/22/2020

In this week’s episode: as fears of economic shutdown diminish, the U.S. economy gains momentum.

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COVID-19 & Fed Weigh on Markets #WEVU 6/15/20
Investments Eric Hagen 6/15/20 Investments Eric Hagen 6/15/20

COVID-19 & Fed Weigh on Markets #WEVU 6/15/20

In this week’s episode: increase in COVID-19 cases, matched with downbeat Federal Reserve forecast, weighed on markets.

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Surging Market Builds Optimism #WEVU 6/8/2020
Investments Eric Hagen 6/8/20 Investments Eric Hagen 6/8/20

Surging Market Builds Optimism #WEVU 6/8/2020

In this week’s episode: U.S. jobs report and a surging market build optimism for global economic recovery

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Complimentary Shredding [Spring Cleaning!]
Personal Finance, Retirement, Legal Eric Hagen 6/1/20 Personal Finance, Retirement, Legal Eric Hagen 6/1/20

Complimentary Shredding [Spring Cleaning!]

Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.

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Economic Reopening Inspires Optimism #WEVU 06/01/2020
Investments Eric Hagen 6/1/20 Investments Eric Hagen 6/1/20

Economic Reopening Inspires Optimism #WEVU 06/01/2020

In this week’s episode: solid gains following a short trading week; economic reopening inspires optimism.

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Optimism for Economic Recovery #WEVU 5/26/2020
Investments Eric Hagen 5/26/20 Investments Eric Hagen 5/26/20

Optimism for Economic Recovery #WEVU 5/26/2020

In this week’s episode: Markets rally in reply to positive comments from Fed Chair Powell and further optimism for economic recovery.

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"Backdoor" Roth IRAs
Eric Hagen 5/20/20 Eric Hagen 5/20/20

"Backdoor" Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way.

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Somber Picture for Recovery #WEVU 5/18/2020
Investments Eric Hagen 5/18/20 Investments Eric Hagen 5/18/20

Somber Picture for Recovery #WEVU 5/18/2020

In this week’s episode: Powell paints a somber picture for recovery, and the markets slip in reaction.

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Employment Reaches Historic Low #5/11/2020
Investments Eric Hagen 5/11/20 Investments Eric Hagen 5/11/20

Employment Reaches Historic Low #5/11/2020

In this week’s episode: Employment reaches an historic low, while stocks climbed in response to economic re-openings.

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Looking to Economic Normalization #WEVU 5/4/20
Investments Eric Hagen 5/4/20 Investments Eric Hagen 5/4/20

Looking to Economic Normalization #WEVU 5/4/20

In this week’s episode: Promising drug trials and plans to ease public lockdowns turn thoughts to economic normalization.

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Details on the Tax Deadline Extension
Taxes Eric Hagen 4/29/20 Taxes Eric Hagen 4/29/20

Details on the Tax Deadline Extension

The I.R.S. is giving you three additional months to file and pay.

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Wild Swings In Oil Prices #WEVU 4/27/2020
Investments Eric Hagen 4/27/20 Investments Eric Hagen 4/27/20

Wild Swings In Oil Prices #WEVU 4/27/2020

In this week’s episode: Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy.

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Economic Reality Hits #WEVU 4/20/2020
Investments Eric Hagen 4/20/20 Investments Eric Hagen 4/20/20

Economic Reality Hits #WEVU 4/20/2020

In this week’s episode: The White House makes plans to reopen the economy, as analysts examine the first-hard economic data reckoning the U.S. reaction to COVID-19.

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A Broad Market Rally #WEVU 4/13/20
Investments Eric Hagen 4/13/20 Investments Eric Hagen 4/13/20

A Broad Market Rally #WEVU 4/13/20

In this week’s episode: A broad stock market rally, promising signs with COVID-19, and another Federal Reserve program ahead.

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Roth IRA Conversion in the Era of COVID-19
Retirement Eric Hagen 4/10/20 Retirement Eric Hagen 4/10/20

Roth IRA Conversion in the Era of COVID-19

Is it right for you?

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Discussion of Global Markets & Recent Market Volatility with W.E. Donoghue & Co.
Investments Eric Hagen 4/8/20 Investments Eric Hagen 4/8/20

Discussion of Global Markets & Recent Market Volatility with W.E. Donoghue & Co.

In an effort to provide as much clarity into what is happening as possible, I recently hosted this client webinar.

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Continued COVID-19-Related Volatility #WEVU 4/6/20
Eric Hagen 4/6/20 Eric Hagen 4/6/20

Continued COVID-19-Related Volatility #WEVU 4/6/20

In this week’s episode: Continued COVID-19-related volatility in the markets as oil & energy prices sink in reaction.

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Key Provisions of the CARES Act
Personal Finance, Retirement Eric Hagen 4/2/20 Personal Finance, Retirement Eric Hagen 4/2/20

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.

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CAPITAL CONSULTING GROUP, INC. | 6640 SHADY OAK ROAD, SUITE 200 | EDEN PRAIRIE, MN, 55344 | 952-540-0153 | CONTACT@INVESTWITHCCG.COM

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To check the background of any investment professional, visit www.BrokerCheck.FINRA.org.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

LPL Financial does not offer tax or legal advice. Please consult your tax or legal professional before taking any action.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Diversification cannot assure a profit or protect against a loss in any given market environment. An investment in a portfolio strategy is subject to investment risk, including possible loss of principal. The investment strategy of the funds used may include investments in foreign securities, small & medium sized companies, as well as funds that concentrate in one specific asset class, all of which may increase the risk and volatility of the funds. Consider the investment objectives, risks, charges and expenses of the portfolio carefully before investing. This information should not be construed as an offer to sell or a solicitation or an offer to buy any security.

The information presented here does not consider your particular investment objectives or financial situation nor does it make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. The investment strategies may not be suitable for you. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness. Any opinions expressed herein are subject to change without notice.

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