Earnings Season Gets Underway
Every few months, you may hear the phrase “earnings season” as you listen to financial news
Outlook 2021: Bond Prices
The 10-year Treasury yield has climbed higher since the New Year, which means that some bond prices are dropping
Navigating Your Required Minimum Distribution
As much as you would like to, you can’t keep your money in your retirement account forever
When the Fed Talks Inflation, Bond Investors Listen
What the Fed’s new policy may mean for you
Ouch: September’s Market Correction Hurt
In theory, investors understand that stock market corrections are part of the investing process
What Are Stock Splits?
Here’s what you need to know
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge
What Makes 2020 A Unique Year For Retirement
Answer: Big changes to retirement account rules
Should You Care What the Financial Markets Do Each Day?
Focusing on your strategy during turbulent times
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s and IRA’s
The Secure Act
Long-established retirement account rules change
2019 IRA Deadlines Are Approaching
Here is what you need to know
With the discussions going on about how to address the deteriorating infrastructure and how to pay for it, here is a creative solution I sent to our local congressmen. Here is an idea how to spend $1 trillion on infrastructure and do it where the cost of money is zero. In fact the cost of the money would be less than zero.
The third quarter seemingly packed a year’s worth of market action into three fast moving months. Regardless of your stock market, interest rate or economic viewpoint, there was something for everyone in this fluid and volatile quarter. It began in bullish fashion as most of the major stock benchmarks jumped to all-time highs in the first weeks of July.
On March 15, the Federal Reserve raised the benchmark interest rate by a quarter-point to a range of 0.75-1.00%. The increase was widely expected, and it represented a vote of confidence in the economy.1 This was the central bank’s second rate hike in three months, and Wall Street took it in stride, with the S&P
Avoiding Large Losses in Your Portfolio
Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.
Understanding the Alternate Valuation Date
Is it appropriate for your estate?
