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 Last week, major United States stock indices finished at historic highs. According to a source cited by Barron’s, U.S. stock markets are responsible for creating $6 trillion in paper wealth this year. ‘Paper’ wealth is when…
They did it. The Federal Reserve lowered interest rates last week, as expected. There were no enthusiastic fans singing the Baby Shark song, but the Federal Open Market Committee’s decision was well received. Reuters reported, “Gaps between market…
More money managers are feeling less bullish, but you sure couldn’t tell by the performance of U.S. stock markets last week. So far, 2019 has been a tremendous year for U.S. stocks. Through the end of last week, the…
The Markets Last week was like an overstuffed suitcase that busts open on the baggage carousel. A lot was unpacked in a surprising and disorderly fashion. There was some positive news for investors who prioritize fundamentals. Third quarter’s…
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…
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 fastest-growing tool in the philanthropic arena is the donor-advised fund (DAFs). DAFs are the Internal Revenue Code Section 501(c)(3) philanthropic accounts established at a public charity. They allow donations of cash, property, appreciated assets and more—and donors receive…
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.…
