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The Coronavirus and Other Oddball Risks

March 12, 2020

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the most recent threats to the global business economy, and therefore investors, is the coronavirus and its far-reaching impact. China, home to much of the world’s…

Climate Change: A World of Opportunity

March 4, 2020

According to the National Oceanic and Atmospheric Administration, the amount of heat stored in the upper levels of the ocean reached an all-time high in 2019. This is a primary factor that contributes to the rise in sea levels. Furthermore, the world’s five warmest years have all occurred since 2015.1 On the heels of Davos…

2020 Market Update: Reversal of Sentiment

February 26, 2020

After making a bunch of gloom-and-doom predictions about the markets in 2019, with fears of a pending recession, Wall Street money managers have a considerably more brightened outlook for 2020. Indeed, recent indicators have heightened expectations for U.S. economic growth this year. For example, the Conference Board is predicting a 2.1% rise in the gross…

Student Loan Debt Affects More Than Millennials

February 18, 2020

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and, by that point, are putting more money away for retirement. A recent study by the Transamerica Center for Retirement Studies confirms this is true, but…

RMD Considerations

February 13, 2020

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP IRA and 401(k) plans offer tax deductions on contributions and tax-deferred growth on earnings during the accumulation phase, but eventually the government wants you to…

Assessing the Role of Government

February 4, 2020

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in the political divide between parties is disagreement about the role of government in the economy. When Congress passes legislation or the administration’s Cabinet departments impose…

Financial Tips For 2020

February 3, 2020

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that it doesn’t look quite as promising. Between warnings of a possible economic pullback and a contentious presidential election year, investors may want to consider financial…

Two Retirement Planning Approaches: Safety vs. Probability

January 21, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power over time Unexpected medical and/or long-term care expenses Outliving your assets If you are nearing retirement, it might be time to review your current financial…

Non-Cyclical Stocks and Their Relationship to the Economy

January 7, 2020

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and (3) chatter about a possible 2020 recession. It remains to be seen whether a recession is on the way, but if you’re concerned about market…

Market Trends to Watch

December 23, 2019

Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our…

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