If you are searching for an answer to almost anything today, you can probably find it on the internet. It’s amazing to think that, over the past 30 years or so, we have created an accessible resource of human knowledge so vast that many of us now rely on it …
Last month we were looking at how the odds favored a positive November in the S&P 500, and so far, it looks like that is what we’re going to get. While the strong upward momentum coming out of the late September market lows has slowed, it is our hope that …
In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters. Robo-Advisors are low-cost digital investment advisors offering automated advice with little or no human interaction. Deficiencies noted in the SEC risk alert …
NEWS FLASH! There’s a shortage of chicken wings, so a local restaurant now charges $26 for a dozen wings that were only $9 last year. This is my way to explain to my sons what “inflation” really means in terms they understand. Another reminder for them is when it costs …
So far so good in October, as we near the end of the historically “worst six months.” Our expectation was for a positive month in the stock market and it looks like we will get it. And while September closed near the low for the month, October has quickly recovered …
There has been a lot of concern recently over the landscape of taxes in the US, and what next year might look like for our tax system. At the time of this writing, we are still waiting (some of us with bated breath) to see what Congress finally passes in …
The most frequent concern that I hear from clients, regardless of what is happening in the economy, politics, or the market, is, “I worry that the bottom is going to drop out of the market, what can we do about it?” In this situation, there are three main strategies available …
… from the Perspective of a Financial Planner (I am not an attorney!) Estate planning can get complicated, and sometimes people put it off exactly for that reason. Who wants to be digging into dusty legal documents when there are other, more pleasant things to do (like washing your socks)? …
Historically, September has the highest odds of a negative stock market return out of all the months of the year. And as if on cue, this year it is no different. The S&P 5001 drifted lower at a fairly slow pace and then accelerated into the last half of the …
Wouldn’t we all like to be able to achieve instantaneous results in life? Every day, either on the radio or TV, I’m assured that I can lose 30 pounds in 4 weeks if I order the magical fat-burning tonic. I don’t even have to quit the pizza or ice cream! …
