Dow 40K Is Here! A major milestone was hit last week, as the Dow Jones Industrial Average closed above 40,000 for the first time. While there isn’t much difference between 40,000 and 39,999, it is quite significant from a psychological perspective. Despite numerous analysts predicting an im …
The most solid strategy is to build an emergency fund – accessible, ready and able to support you and your family when you hit a rough patch. Let’s look at a few essentials on creating and protecting your rainy-day money, and how this fits into your overall wealth plan.
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
Stocks fell sharply on Monday and dropped again Tuesday as concerns about the coronavirus (COVID-19) pushed markets significantly lower. An optimistic view of how well the virus was being contained has given way to a number of negative data points in recent days. According to the World Heal …
The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to …
Medicare Open Enrollment – January 1st – March 31st If you turned 65 in 2019 (or are going to be 65 in 2020) you are probably thinking about enrolling in Medicare (if you haven’t already). If you haven’t started Social Security yet, now’s the time to apply for Medica …
As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement. Officially entitled the Setting Every Community Up for Retirement Enhancement Act, but more commonly known as the SECURE Act, the new law includes both welcome ch …
