Blog
Retirement: Savings and Financial Health
04.06.19 07:24 AM - Comment(s)
Real Estate Investing
28.05.19 07:20 AM - Comment(s)
Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties and become a landlord to participate, and there are a number of different financial vehicles available based on an invest...
We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?
21.05.19 07:18 AM - Comment(s)
The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose by 11.15% and the Nasdaq increased by 16.5%. Bond investors in both developed and emerging markets saw three consecutive months of p...
Companies Creating Vertical Investing Opportunities, Others Investing in Communities
14.05.19 07:15 AM - Comment(s)
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...
Bull Market Turns 10
07.05.19 07:13 AM - Comment(s)
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...
Retirement Planning Tools
30.04.19 07:11 AM - Comment(s)
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...
IRA Refresher
23.04.19 07:08 AM - Comment(s)
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...
Insights from the “Oracle of Omaha”
16.04.19 07:06 AM - Comment(s)
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 ...
Tax Tips: Look Ahead While Looking Back at 2018
09.04.19 07:04 AM - Comment(s)
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...
Workplace Trends
02.04.19 07:03 AM - Comment(s)
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...
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