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…
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June 17, 2020
Why the Stock Market has Rallied Despite Record Unemployment
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…
May 29, 2020
What You can do to Prepare for a Recession
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…
April 15, 2020
Is This Time Different?
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…
March 31, 2020
The Pandemic: What we Know so Far
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.
March 4, 2020
Pandemics and Portfolios
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…
February 21, 2020
Market Outlook: 2020
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.
January 24, 2020
What you Need to Know about the SECURE Act Changes
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:…
January 17, 2020
What Clients Regret Most
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.
September 25, 2018
Delay Or Not To Delay Social Security
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…
September 6, 2018