Blog categorized as Weekly Blog
How Market Moves Affect Investor Decisions
10.10.18 04:29 AM - Comment(s)
Sustainable Investing Goes Mainstream
03.10.18 04:27 AM - Comment(s)
Invest in what you know is a common piece of investment wisdom. In the past, that advice has most likely referenced your favorite soda or retail store. Today, however, more people are investing in actions and causes they champion, and this is true of companies, as well.
For example, while the current...
Retirement Readiness
26.09.18 04:25 AM - Comment(s)
The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50 percent in terms of retirement readiness, while “blue- and gray-collar workers” were somewhat ...
When to Pivot?
19.09.18 04:24 AM - Comment(s)
The first half of 2018 went well in terms of market performance and economic growth.
In fact, the second longest-running bull market in U.S. stock market history managed to weather a few bumps and bruises to climb even higher. That’s the good news.1
The bad news are the expected near-term headwinds th...
Legacy Issues
12.09.18 04:22 AM - Comment(s)
Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable groan about the entitlement of youth, bear in mind that today’s young adults do have different financial...
Trade Wars
05.09.18 04:20 AM - Comment(s)
There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in previous years, but that calm may end as as there have been ongoing discussions about tariffs...
Tax Burden Shifts in Divorces
29.08.18 04:18 AM - Comment(s)
The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as a tax-deductible expense, while alimony payments will be tax-free to recipients. In other words, the tax burden on that inc...
Wealth and the Trump Effect
22.08.18 04:16 AM - Comment(s)
The Tax Cuts and Jobs Act was meant to kickstart the economy with growth not seen in a decade. Six months in, the results are a bit lackluster. Business investment has increased only slightly throughout the last year (excluding oil and gas, which are highly volatile).1
This begs the question — how mu...
Trends in Real Estate
15.08.18 04:14 AM - Comment(s)
One of today’s new housing trends was also popular more than thousands of years ago — communal living.1
In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents included townspeople...
Takeaways From the 2018 Berkshire Hathaway Annual Meeting
08.08.18 04:12 AM - Comment(s)
As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into informa...
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