Blog by Saheed Adeleke
New Status on Pension Plans
11.05.21 01:45 PM - Comment(s)
Financial professionals and economists have talked about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it seems, things have reached a tipping point.
What the Stimulus Could Mean for Investors
27.04.21 01:41 PM - Comment(s)
Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table while looking for employment. Those who maintained their jobs throughout the pandemic have embraced the payout as well, but ...
Warren Buffett’s Annual Shareholder Letter
16.04.21 01:38 PM - Comment(s)
Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to its shareholders. The investment industry gleans whatever newfound wisdom possible. Given that 2020 was an unusual year by economic, social, and financial standards, there is much to glean.
Despite...
Annuity Insights
06.04.21 01:33 PM - Comment(s)
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as vehicles that can help provide retirees income guaranteed by the insurer. The organization has been actively educating and lobbying legislators to expand annuity access as part of...
Can Money Buy Happiness?
30.03.21 01:29 PM - Comment(s)
In 2010, a study was published by two Nobel prize-winning economists purporting that people with more money feel better about their lives. However, that held only up to an annual salary of $75,000 ($90,000 in today’s dollars). Past the $75k threshold, people weren’t necessarily any happier.
That scen...
That Pesky Early Withdrawal Penalty: It’s There for a Reason
23.03.21 01:25 PM - Comment(s)
One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by people younger than age 59 ½. (1)
If that penalty didn’t exist, investors might be more inclined to pull mon...
Is the Market Poised for a Value Shift?
16.03.21 01:17 PM - Comment(s)
The stock market continues to exhibit resiliency in the face of disrupting factors, ranging from a global pandemic to a severe economic decline to a controversial presidential election. For many years, Wall Street analysts warned a market correction was long overdue. Yet, despite intermittent volati...
Pandemic Highlights the Difference Between Economics and Finance
23.02.21 02:12 PM - Comment(s)
One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same things, nor do they necessarily move in lockstep. Instead, they are measurements of two different things, often indicating how the other will react. However, as we saw last year, the econo...
Vaccines and the Stock Market
16.02.21 02:09 PM - Comment(s)
If there’s one thing that can move the economy and stock market forward, it’s hope. This year, that hope is being presented in the form of COVID-19 vaccines. Economists and Wall Street analysts have long proclaimed that comprehensive economic recovery is not possible until we have contained the viru...
When To “Buy Low”
09.02.21 02:07 PM - Comment(s)
The beginning of the year is typically full of hope. We make New Year’s resolutions, and it may take a few months for our enthusiasm (and vigilance) to wane. There’s also the “January Effect,” when the stock market generally gets a performance boost thanks to tax harvesting in December and subsequen...
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