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Are the Stock Market and the Economy Out of Sync?

June 10, 2020

In normal times, the stock market is often a reflection of the economy. But these are not normal times. Even though April was marked by a global shutdown of businesses,…

The Perks and Pitfalls of Self-Employment

June 2, 2020

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo…

Gender Dynamics: Pre- and Post-Pandemic

May 26, 2020

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more…

Why Sequence of Returns is Important

May 14, 2020

The research firm Spectrem Group estimated that at the end of 2019 there were 11 million millionaires in the U.S. By the end of the first quarter in 2020, that…

Takeaways From Warren Buffett’s Annual Shareholders Letter

April 30, 2020

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1 The above quote is one of the ideas Warren Buffett conveyed in his most…

Contingency Plans Helpful to Weather the Unexpected

April 21, 2020

Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s…

Breaking Down the Recent Jargon of the Market

April 10, 2020

The Dow Jones Industrial Average (DJIA), the S&P 500 and the Nasdaq experienced quite a roller coaster ride in March. There are mixed opinions as to whether it was due…

Affordable Housing Crisis Challenges

April 7, 2020

There are several factors contributing to the current housing shortage in the U.S. For starters, low inventory of existing homes for sale has driven up the prices of available housing,…

The Future of Transportation

April 1, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend…

Inheriting a 401(k) Plan

March 24, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The…

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