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
Understanding today's realities
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
The third quarter of a rather eventful 2020 saw the stock market’s continued recovery from the March lows earlier in the year. Equities climbed higher, with the broad U.S. indices soaring to new all-time highs before paring back some gains in September. Overall, it was the second consecutive quarter of notable market advances. Both theContinue Reading
Continue Reading: 3rd Qtr Portfolio & Market Observations 2020 →When the second quarter began, the stock market was just beginning to recover from one of the worst and quickest declines in history. By the end of June, U.S. stocks registered healthy gains, closing out a more upbeat quarter that saw strong advances across all equity markets. The S&P 500 Index posted its best quarterContinue Reading
Continue Reading: 2nd Qtr Portfolio & Market Observations 2020 →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
Global stock prices suffered a sharp first quarter fall as the COVID-19 pandemic triggered a global economic shutdown. This pandemic-driven selloff, heightened by turmoil in the global oil markets, was unprecedented in its speed and severity. From February 19th to March 23rd, the U.S. stock market lost over 30% of its value. The Dow JonesContinue Reading
Continue Reading: 1st Qtr Portfolio & Market Observations 2020 →2019 turned out to be a good year for the U.S. economy and an excellent one for investment returns with stocks bouncing back from a difficult 2018. From the beginning of the year, January’s rally helped set the tone in which the market responded to every downturn with a more sustained upswing. Along the way,Continue Reading
Continue Reading: 4th Qtr Portfolio & Market Observations 2019 →The Secure Act
Long-established retirement account rules change
2019 IRA Deadlines Are Approaching
Here is what you need to know
Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages. The key argument for going RothContinue Reading
Continue Reading: A Roth IRA’s Many Benefits →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?