Blog categorized as Weekly Blog

There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential for novel investment opportunities.

Some of these investments are being created by companies that themselves enjoy...

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.1

The short-term spikes over the past few years coupled with corporate share buybacks have se...

Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their financial advisors needed to learn how to plan for older people who are living longer than ever. The problems associat...

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at $1,000.1 If you’re thinking about investing in an IRA or increasing your contribution, here’s some information to...

In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics – and to buy them at sensible prices.1

Berkshire Hathaway joined ...

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for the “wait-and-see” approach to determine if the Tax Cuts and Jobs Act would impact their return. Initially, the Tax Policy Center projected the...

It’s common for all types of relationships to experience “power swings” — when one person or entity holds more sway over another, for a wide variety of reasons. We have witnessed this phenomenon recently in the job market.1

Starting during the Great Recession and for several years thereafter, many in...

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s findings:1

• ​Nearly half of family caregivers now are men
• ​The average age of a family caregiver is ...

After all the hardship, it appears the main impetus for ending the federal government shutdown in January was its impact on air travel. On January 25, the FAA began restricting flights into and out of New York’s LaGuardia Airport due to a shortage of air traffic controllers. Prior to this, there had...

More than 90 percent of American workers in their 50s don’t have a pension and 46 percent don’t participate in an IRA or 401(k) at work. A recent study found 4 in 10 middle-class Americans will likely live on or below the federal poverty line by age 65.1

Many experts say annuities may be appropriate ...