We all want to stay informed when it comes to investing but it’s more important to make sure the research you’re doing isn’t actually misleading us. Unfortunately, some of the information out there isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
With the U.S. and China dominating the news over the last several months as they dispute tariffs being waged on each other, the headlines seem relentless, confusing and daunting. Let's face it, the terminology of trade wars and tariffs is complicated. And most people don't stop to investigate the history or context. The nonstop scare machine may cause you to feel the need to do something with your investments. Check out the attachment for a quick walk through history that highlights some of the major historic [...]
And here you thought you had things wired. But this is Congress we're talking about and there's a LOT of money at stake. Now, any plans you may have had for 'legacy' to children were just changed. One of the most significant changes made by the SECURE Act to impact clients is the elimination of the ‘Stretch’ provisions for most non-spouse beneficiaries of defined contribution plans and IRA accounts. Under current law for those who have already passed away (or did by the end of 2019), [...]
In an email on Jan 3rd about 'Prediction Season' and yesterday's email about 2019's historic market rise, the bottom line is that markets react from current news, policies, projections, and regulations. They project forward, usually reflecting that they are or are not bothered by the same things you or I, individually, are. This is a good letter from David Booth, Executive Director and Founder of DFA, on what's really important regarding the big picture of investing. John Bogle, founder of Vanguard, would've agreed. "I have worked [...]
As everybody gets back into their routines, and hopefully recovering from that crazy cold/sinus/flu bug that snagged a few of us, it's time to acknowledge a 'first' and do a little celebrating. The following article is a composite from several business and market resources. As the old saying goes, numbers don't lie - though sometimes we like them and sometimes we don't. And last year, everybody that had money properly invested did very well. Let's look. "America is having its greatest stock market rally ever! The [...]
At the beginning of every year, market pundits come out of the woodwork to forecast returns for the coming year. Even though there is overwhelming evidence that market forecasting is a fruitless endeavor, legions of investors hang on every word and amend their long-term investment strategies based on short term predictions. This behavior can lead to some very expensive mistakes. An article that reinforces this point recently appeared in the New York Times by Jeff Sommers. It is well worth reading. In fact, you may want [...]
Not everyone chooses to leave a financial legacy, but if you’re someone who would, then estate planning is crucial. Make it a part of the conversation when you’re working on retirement, but make sure you avoid these critical mistakes.
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