You’ve planned carefully, crossed your T’s and dotted your I’s, completed the last of your tasks/duties, said farewell to your coworkers, and cut the cake. Congratulations, you’re retired! Now what?? Retirement is one of life’s significant transitions. As such, it is not a “one and done” event, despite what you …
Does anyone recall the inverted yield curve of mid-last year and its projection that we’d enter recession sometime in mid-2020? While we would never have expected the Coronavirus to be the trigger, it looks like we could be getting a recession right on time. While the U.S. stock markets have …
According to a recent study by the Federal Reserve, approximately 40% of Americans do not have $400 set aside for a financial emergency. This is one reason why so many people are facing significant financial peril from the recent lockdown. One of the cornerstones of being financially stable is having …
Economic impact payments are being sent from the IRS automatically to those who are eligible. Whether you are expecting payment or not, you should be aware of potential scams that are used to exploit taxpayers during these confusing times. Here are a few tips on how to spot a potential …
Rule #1 – Don’t lose money. It sounds simple, but in practice, it can be quite a challenge. Still, as challenging as it may seem at times, it remains the foundation for how we manage money and risk in client accounts. That doesn’t mean our accounts won’t show negative returns …
My family and I live in Wimberley, Texas, which you may remember was struck by a flood on Saturday, May 23, 2015. Unprecedented is a term often used to describe the flooding. Still, that adjective does not capture the magnitude of what happened that evening along the Blanco River. Twenty-three …
Many of you are probably familiar with the concept of a circuit breaker. It’s a safety device that shuts off the flow of electricity when the system senses something could be going wrong. The effect is to save the electrical system from damage which can be potentially caused by overload …
Market jitters in February turned into all-out panic in March, the likes of which we rarely see. The S&P 5001 had a draw-down of -33.7% from February 19th to March 23rd before finally starting a rebound on Monday this week (Source: FastTrack). It’s hard to say how long this rebound …
Along with you and investors all over the world, we have been watching the COVID-19 situation as it evolves, as well as other economic factors that may affect your financial future. Each passing day brings new developments, but our top priority remains helping our clients sleep at night. We also …
So much for that good start we were off to this year. After weeks and weeks of ignoring the news of the coronavirus, apparently, a week ago someone decided it was time to sell. And sell they did! As of today, the last day of February, the S&P 5001 is …
