Our Blog

Our Blog

Our Blog

The Great Panic of 2016

Wow!  There’s no diplomatic way to say this: the global stock markets are in panic mode right now.  In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline). 

Make the Most of Your 401(k)

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That's because 401(k) plans offer a variety of attractive features that make investing for the future easy and potentially profitable.

Prepare for the Rate Hike

We will almost surely see the U.S. Federal Reserve Board start the long process of ending its intrusion into the interest rate markets, by allowing rates to rise starting on Wednesday.  It will be the first time the Fed has raised rates since 2006, and for some it will mark the beginning of the final chapter of the Great Recession.

Giving Tax-Wisely

You may have read that Facebook founder, chairman and CEO Mark Zuckerberg has announced plans to gift substantially all of his Facebook stock to a philanthropic entity called the Chan Zuckerberg Initiative, named after himself and his wife Priscilla Chan.  The gift would be worth $45 billion, instantly becoming one of the largest philanthropic pools in the world.

Your Extended Lifespan

Happy thoughts as we approach the holidays...you may be fifteen years younger than you think you are!

Medicare Fix-It

Congressional leaders and the Obama Administration have fixed the potentially alarming increase in Medicare Part B premiums under the recently-passed government budget deal. 

Third Quarter, 2015 Newsletter

Many investors will be glad to finally see the end of the third quarter of 2015, and most of them will feel like their portfolios are worse off than they actually are.  That whooshing sound you hear is not just air being let out of the markets; it’s also an end to that optimistic feeling that many people had been cautiously building during the long 6-year bull market that followed th

Will you be psychologically ready to retire?

For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.

Do I have enough saved for a long, financially secure retirement? Check.

Did I file the right paperwork at the office? Check.

Is my professional exit strategy in place and ready? Check.

Apple in the Dow?

Most people think of the major stock indexes as a stand-in for a certain sector or category.  The S&P 500 represents large companies, the Russell 2000 tells you what small capitalization stocks are doing, and the Dow represents broad economic sectors.  You see tables showing the return of these indices over decades of time, and you might assume that they are made up of the same st

When Is Good News Actually Bad News?

You may have read last week that the U.S. stock market took a tumble based on what would seem like really good news: that the U.S. unemployment rate is falling faster than anybody expected.  If you’re scratching your head, you’re not alone.

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