Actively Managed Indices
Not everybody realizes that the indices that we refer to as “passive” are actively-managed. Case in point: the S&P 500 index. Over the last three years, four dozen companies were…
Not everybody realizes that the indices that we refer to as “passive” are actively-managed. Case in point: the S&P 500 index. Over the last three years, four dozen companies were…
https://youtu.be/Lc6aLrcOH0E Given the economic numbers, it may be perplexing to witness the 35% rally we have seen off the March 23rd lows. But it is no accident that this rally…
https://www.youtube.com/watch?v=Nmv0OF_CTmg&feature=youtu.beThe current economic environment can make you concerned about what you can do during these challenging times. There are several things that we can all do to prepare for a…
https://youtu.be/oOXeBTNoEus With a recession looming due to a mandated shutdown of our economy, there are many people worried about their health, job, and financial future. The key to getting through…
The COVID-19 virus has been reported in the national press as either a political or an economic story, but it is neither. It has been compared to the 1917-18 Spanish Flu that infected an estimated one-third of the human population and killed an estimated 50 million people, even though we are now in a very different medical world, even though the Spanish Flu occurred during a major, brutal world war.
The question everybody seems to be asking these days is: How will the coronavirus affect my investment portfolio? Of course, the unsatisfying answer is: we honestly do not know. You…
Markets had an excellent year in 2019 due in large part to the change in the Federal Reserve’s (“The Fed”) stance on interest rates. The Fed had been increasing interest rates during 2017 and 2018. Then during 2019 reversed course cutting interest rates three times and expanded its balance sheet at the fastest pace since the 2008 Global Financial Crisis. This liquidity injection, along with the prospect of the Phase One Trade Deal with China, fueled last year’s stock market boom.
The SECURE Act was signed into law at the end of 2019 and has several changes that may impact you. Below are the key changes for you to be aware of:…
In order to achieve ones goals, a partnership between a client and financial advisor is critical. Many clients regret some of their expenses before retirement and almost all wish they had saved more so they could retire more comfortably.
Most people take their social security when they “retire” and in many cases, this is not the most optimal strategy. Social security provides an 8% annual increase in benefits each…