Bill Bancroft, CIMA®, CPWA®

As a fiduciary, my goal is to help you achieve your financial goals by lowering your taxes, lowering your fees, and improving the performance of your portfolio.

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

If your tax rate is 40%, every $ deducted from your taxable income saves you 40%, which is greater than what any investment strategy can offer. Focus on what you can control: fees, taxes, and risk. Learn how @impactcapllc can help: https://t.co/QPRD9QU4Qs

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

Read this post to educate yourself on how Trump Accounts can help children under the age of 18 save for retirement.

[Impact Capital, LLC @impactcapllc]

In the latest @impactcapllc blog, we provide an overview of #TrumpAccounts, the underlying tax implications, viable #financialplanning alternatives for your beneficiary, and the “$191,000 Question.” Learn more: https://t.co/hBnzg0oacj #OBBBA

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

As volatility picks up in the markets, our dog, Ruby, would ike to remind you diversification is a key part to a sound investment strategy.

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the importance of portfolio diversification, the market performance of Gold, and the general health of the market as measured by the advance-decline line. Learn more: https://t.co/QBgYC3GT1f

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

Make sure you are taking advantage of the latest retirement and gifting amounts for 2026!

[Impact Capital, LLC @impactcapllc]

Late last year, the IRS announced various adjustments to #retirement plan and annual #gifting limitations for 2026. In @impactcapllc's latest blog, we provide an overview of the key #takeaways from their announcement – read it here: https://t.co/nwJVM3jlq7 #financialplanning

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

Investing is like planting trees. The best time to plant a tree was 20 years ago. The second best time is now. Don't get spooked!

[Impact Capital, LLC @impactcapllc]

In @impactcapllc’s latest blog, we focus on historical fourth-quarter stock market performance, the appeal of non-U.S. stock market assets, and all-time stock market highs. Read more: https://t.co/DYk1pfcFU7

#MarketTrends #Investments #WealthManagement

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

Most people are bearish on the markets. While no one can predict the future, it is hard to be bearish when the markets are making all-time highs. Enjoy the Everything Bull Market while it lasts!

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the positive returns across all types of investments, the risks in today’s #stockmarket & the drawbacks of wealth management clients working w/ active fund managers: https://t.co/yV2NTOIQUZ

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

Don't pay your advisor to try to predict the future. Being diversified means not having to predict the future.

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on U.S. Dollar-denominated assets, the diminishing hype surrounding #Bitcoin & the importance of maintaining a diversified #stock portfolio in uncertain economic times: https://t.co/0Xn35lNMrt

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

Do you pay a stock broker to predict the future? The numbers suggest it is not the best way to invest for you (but great for the stock broker)!

[Impact Capital, LLC @impactcapllc]

In @impactcapllc’s latest market update, we explore #trends relating to U.S. stocks w/ #market capitalization greater than USD $1 trillion, the recent volatility of #technology stocks & the performance rate of actively managed funds over time: https://t.co/JsNk8Vso2y

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

We expect interest rates will be continue to fall in the coming years. Let's hope employment can remain strong. Hope for the best, plan for the worst.

[Impact Capital, LLC @impactcapllc]

In @impactcapllc’s latest blog, we explore the market trends that led to the Federal Reserve’s decision to lower interest rates by 0.50%, the potential impact of cutting interest rates & what we may expect next in terms of interest rate forecasts: https://t.co/uwHTQhI8SR

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

This discusses the biggest market theme this year and the risks associated with it. Stick with your plan. If you don't have one, get one!

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the top performing stocks in the #SP500, whether their market performance may begin to stall & what we can learn from falling #inflation rates. Check it out here: https://t.co/CE6OgqAqrF

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

The strategies that worked so well last year are not working as well this year. The only constant in the markets is change.

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the warning signals from bonds, the performance of commodities & the performance of gold: https://t.co/G6asfR5UpJ

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on the importance of #diversification, the intermarket correlation btwn stocks & bonds & the contrast in #market performance under each major political party: https://t.co/R7POclHSMe

[Impact Capital, LLC @impactcapllc]

Putting the current stock market rally in context. Moves outside the bands tend to snap back in the other direction in the short-term. This is not a recommendation to sell. Follow the plan and timeframe that is appropriate for you.

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc’s Three Market Themes report, we focus on speculation of an imminent recession, the Fed’s impact on the liquidity cycle & the YTD performance of the #SP500’s largest stocks: https://t.co/NSikEMtrPS

[Impact Capital, LLC @impactcapllc]

"Clowns to the left of me
Jokers to the right
Here I am stuck in the middle with you"
- Stealers Wheels

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

@mcm_ct_usa There's a chance could be March 29, 2022 again - thoughts?

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

"Should I Stay or Should I Go?" - The Clash

[Good Counsel Basketball @olgcbasketball]

Calling all Good Counsel Basketball family, friends and fans!

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Follow this link to order:

https://t.co/6X4pcR5bfl

@OLGCHS @GCFalconsAD @UAbasketball @BSNSPORTS

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

My #1 favorite piece of advice for young people - save and invest for your future tax-free!!!

[Impact Capital, LLC @impactcapllc]

#DidYouKnow People who invest funds in a #RothIRA starting in their early 20s can accumulate more wealth overtime than people who invest 2x the funds starting in their early 30s? Learn more about the benefits of early retirement investing here: https://t.co/Ju7ZroY4pc

[Impact Capital, LLC @impactcapllc]

#DidYouKnow People who invest funds in a #RothIRA starting in their early 20s can accumulate more wealth overtime than people who invest 2x the funds starting in their early 30s? Learn more about the benefits of early retirement investing here: https://t.co/Ju7ZroY4pc

[Bill Bancroft, CIMA®, CPWA® @BancroftBill]

We do not recommend any actively managed mutual funds for three reasons: their performance is not as good as the market’s, their fees are higher than buying the market, and they can generate capital gains distributions. Three strikes and we’re out.

[Impact Capital, LLC @impactcapllc]

In the latest installment of @impactcapllc's Three Market Themes report, we focus on market gains within the technology sector, the performance of the #SP500 vs. the equally weighted version & the underperformance of managed mutual funds: https://t.co/SjUNHLQmyw