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2020 The Great Reset
“This is the big one!” “We will never recover from this.” “Life will never be the same.” Sound familiar? Well, we have heard similar rhetoric before, and we are still here. We continue to press on. But 2020 has been a lot to digest. How do we make sense of all that...
S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB
Binghamton, NY- December 15, 2020 – S.E.E.D. Planning Group, L.L.C. (S.E.E.D.) is proud to announce they have been recognized for their business continuity during the COVID-19 pandemic by Charles Schwab. With thousands of Registered Investment Advisory firms utilizing...
Maximize and Accelerate Your Giving with Donor Advised Funds
What if there was a way to maximize your tax savings while simultaneously increasing the size of your donations? There is! In today's video presentation, we break down the following concepts: 𝗗𝗼𝗻𝗼𝗿-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱𝘀 - What are they? How do they work?...
Year-End Tax Planning Strategies
🖐🏼 Welcome back! Today we are kicking off a new year-end tax planning mini-series. This series is intended to help you identify potential tax savings opportunities you could be taking advantage of before 12/31. 📈 This video focuses on capital gains....
I.P.S. is NOW!
When people lose money, they get upset. If employees get upset about losses in their 401k plan employers can be on the hook. If you do not want to be held responsible by the Department of Labor for your employee losses, you need to make sure the investment options in...
Elections and Investment Series – What You Need To Know
In case you weren't aware, there is an election next week! What in the world does the outcome of this election mean for you and your investments? Is there anything you could do either before or after the election to be prepared for the potential short-term volatility?...
Working with a professional – S.E.E.D. can help you
We have covered a wide range of topics in this 'working with a financial professional - what you need to know' video series. In this series, we have covered the following topics:✅ How advisors are paid✅ Recognizing conflicts of interest when working with a financial...
Who is your financial advisors team?
Is it better to work with an individual financial advisor who conducts their practice more as a solo practitioner or an advisor who functions as part of a larger team? How can you tell if you have an individual or a team? What is the contingency plan if something...
Asset Minimums – Marketing ploy or reason to work with someone?
✅ Have you ever visited a financial professional's website only to discover they have an asset minimum? 📊 What is an asset minimum?! 💵 You have to have how much money to work with them?! Yikes! 🚪 Is this a legitimate reason to work with someone or just a marketing...
How to recognize conflicts of interest with a financial professional
👍 Have you ever entrusted your money and investments to a financial professional? 🤯 Do you know how to recognize conflicts of interest? 🤔 Do you have a way of telling if a recommended investment or product is actually appropriate for 𝐲𝐨𝐮 and in 𝐲𝐨𝐮𝐫 best interests? 🤗...
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S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
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