2019 has been an exciting year. Please read our thoughts on the first six months of the year, and see our strategies for the second half. To access your performance reports, you must log-in to your secure community. Market Recap…
The Markets The world breathed a sigh of relief last week when the United States and China took a step toward a trade-war truce. Financial Times reported the United States agreed to not increase tariffs from 25 percent…
All of us need to sock away some serious cash to accomplish our financial goals, especially retirement. So, how much are millennials actually saving each month? LendEDU, which surveyed 1,000 Americans between the ages of 22 and 37, found that…
“Yield curve inversion” has been in the news lately. You may be wondering exactly what this is, what it portends, and why it’s getting so much press. What is a yield curve inversion? If someone borrows money from you, the…
Do you have an IRA account? It's important to be sure that your clients have all of the essential information regarding RMDs to ensure that they don't make expensive mistakes. Does your client have an IRA account? Is your…
The Markets From trade wars to impeachment inquiries, investors had a lot to ponder during the third quarter. Toward the end of September, they appeared to become more cautious, although it’s difficult to say which issues weighed most heavily.…
Have these challenges been met? Let’s take a look at each issue.
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass…
Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so.
The Markets They say bull markets climb a wall of worry. Investopedia’s Will Kenton explained the idea like this: “…a bull market isn’t a peaceful place. When times are good, investors are constantly tense, wondering how long…
You'e A Fool To PrePay Your Mortgage was recently updated by author, Larry Ludwig, and appeared in the September 3, 2018 issue of investorjunkie.com
