Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.
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By Michael Lawrence
During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …
By aboccia
Client Only Webinar: Everyone has heard of the 60/40 portfolio but challenges lie ahead with this approach. Join Debbie Taylor and Special Guest Speaker, Brad Eckstein, Regional Manager for Lord, Abbett & Co.LLC Thursday, March 4th at 4:15 PM EST Here’s what Debbie and Brad will address: 1. Stocks and how they may be considered overvalued …
By aboccia
Dear Friends, As you probably know, President Biden has proposed numerous spending programs that would cost almost $2T. A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes. In addition, so much spending could also increase inflation. To me …
By aboccia
Dear Friends, We start 2021 still tackling many of the major challenges from 2020. The COVID-19 pandemic has continued on, affecting livelihoods and economies around the World. While most of the World experienced a recession in 2020, we expect economic growth to re-accelerate in the USA in …
