Invest for Success

While a global pandemic may be a first for most of us, there have been traumatic events in our history that have caused wild market swings.  Today, Joe Lyons of Mooney Lyons joins Jon Gay to offer some perspective, and how these events can help us through the current situation.

• When Have We Seen This Before?
• How Are People Handling It?
• What has Mooney Lyons done,- past present, and future -to adapt to changing times?

We also take a look at how technology is being leveraged in our new normal.

Click Here for a free copy of Mooney Lyons' ebook, Unphased.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Today we meet the newest member of the Mooney Lyons team, Lucas Wandell. Lucas holds his CRPC® designation and is currently working toward his CFP. He joined Mooney Lyons from Merrill Lynch this past December.

When Lucas came over, he began working on new process for ML clients that will help streamline interactions with the team, creating a blueprint for items that will be discussed in each meeting and simplifying the process, especially in our current climate of virtual meetings which  has been well received by clients and advisors alike.

Lucas also explains some of the common threads he's seeing in client conversations - from those panicking over market volatility to those who see an opportunity.  The most important thing is to have a plan and stick to it.  

Finally, as the new person in the office, Lucas explains what he loves about his new team - the wealth of knowledge and sense of cooperation he's experiencing at Mooney Lyons.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not

Mooney Lyons was joined by Andrew Opdyke, an economist with First Trust.

We discussed several facets of the economy including investing internationally both during and after the COVID-19 pandemic and what the economy looks like moving forward.  We will also discussed timely topics like oil, unemployment, recession and inflation.  

First Trust is not affiliated with Triad Advisors or Triad Hybrid Solutions.

The opinions expressed during the session are those of the guest speaker.

Mooney Lyons hosted Recovery Watch - Presented by Dr. Bill Lloyd May 8th.  It was a unique discussion on the COVID - 19 Outbreak. Dr Lloyd is a board-certified surgeon and pathologist. As Health Director for Transamerica Advanced Markets, he provides valuable medical expertise for Transamerica’s Wealth + HealthSM thought leadership initiative.

Transamerica is not affiliated with Triad Advisors or Triad Hybrid Solutions.

At Mooney Lyons, we are committed to providing valuable resources to help you during these uncertain times. Experts from AB Global offer market insight into how COVID-19 has affected the economy and what you can expect to see as the market recovers. Learn investment tips and strategies to help you come out on the right side of change in the weeks and months ahead.  

AB Global is not affiliated with Triad Advisors or Triad Hybrid Solutions.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

In our previous episode, Keith Mooney broke down the Coronavirus Aid, Relief, and Economic Security (CARES) Act and how it will affect individuals.  Today, Greg Scheider of Mooney Lyons joins us to explain how the CARES Act will affect businesses.

• Paycheck Protection Program
• Economic Injury Disaster Loans
• Employee Retention Tax Credit
• A Warning About the Families First Coronavirus Act

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

Today, Keith Mooney of Mooney Lyons breaks down the Coronavirus Aid, Relief, and Economic Security (CARES) Act - and the major provisions of it.

Who does it help?

Economic Impact Payments 

• Who is eligible?
• How much will the payments be?
• How will the payments arrive?
• Unemployment Benefits

Employee Sick and Leave Benefits

Retirement Accounts

• Hardship Withdrawals - what are they and who is eligible?
• Required Minimum Distributions - how are 2020 RMDs affected?

Student Loans - which ones are affected and how?

Affects on business - a brief overview

In our next episode, we will go into more detail on how businesses will be affected by the CARES Act.

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

The world is changing very fast, thanks to the global pandemic of Coronavirus (COVID-19), and the resulting market volatility.

Today, Ted Buckley from Mooney Lyons covers three areas:

1. What's Happening
2. What's Causing It
3. What To Do About It

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

In today's episode, Mooney Lyons investment strategist Jeff Scheider talks about the investment process:

Steps to realizing a successful Investment Process

• Have a reasonable and attainable goal….define what you are trying to do
• Build a portfolio that matches your investment goal and your risk tolerance….know what you’re buying…correlations….category drift
• Validate your portfolio….get 2nd opinions….find trustworthy people…use outside resources
• Monitor…..keep track of what’s going on in the market and in your portfolio…why are things happening differently than expected or anticipated
• Change….make adjustments as necessary….don’t make changes just for the sake of change.  Know your tax consequences.  Don’t make emotional decisions.
• Be disciplined….if your process says sell, sell.  If you’re out of balance, rebalance.  Don’t be greedy

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.

The SECURE Act was signed into law just before the holiday and it took effect January 1, 2020. It can affect a number of things in your financial future.  Today, Mooney Lyons advisor Eric Mesko breaks down the following areas of the SECURE Act:

• Removal of age limits on IRA contributions
• Increase in RMD age to 72
• Elimination of the Stretch IRA
• Exception for birth or adoption of a child
• 529 Plans for student loan payments
• Auto Enrollment Tax Credit
• Increased tax credit for employer sponsored plans
• Multiple Employer Plans

For more, call Mooney Lyons at 847-382-2600

Visit online: MooneyLyons.com

Or email: [email protected]

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Mooney Lyons Financial Advisors and Triad Advisors, LLC are not affiliated.