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March Madness, Coronavirus & Your Portfolio

March Madness, Coronavirus & Your Portfolio

You should pick investments (and teams) so you win most of your games.

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How Long, the Coronavirus will Impact the US Economy

How Long, the Coronavirus will Impact the US Economy

The reported effects of COVID-19, its official name, has caused us to want to know more facts-of-the-matter about the Coronavirus, rather than relying on the TV for commentary on how this is affecting the economy.  In choosing the name, the World Health Organization simply used the Co and Vi from coronavirus, with D meaning disease and 19 standing for 2019, the year the first cases were seen.

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The Fed's Surprise Rate Cut and A Little History

The Fed's Surprise Rate Cut and A Little History

History suggests that equity investors should worry about more rate cuts.

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Why Do Less than Half of Us Get the Flu Shot?

Why Do Less than Half of Us Get the Flu Shot?

And why would the majority of us not use a financial advisor?

It is almost impossible to predict when, how severe or for how long flu season will be from one year to the next. But the Center for Disease control has estimated that the economic impact of the flu is a staggering $87 billion each year, including:

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4 Reasons to have a Financial Advisor in your Life

4 Reasons to have a Financial Advisor in your Life

What is the value of a financial advisor?

Among others, the personal touch. Here are four stories of how flesh-and-blood advisors you meet in person (as opposed to a robo- advisor, where your contact is digital or over a phone line or even compared to a DIYer) benefited their clients.

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Guidelines for Investing at Record Market Highs

Guidelines for Investing at Record Market Highs

Investing principles to provide you comfort during exuberant markets.

When markets reach new record highs, you wonder, “Is this a bubble?” When markets head the other way, you wonder, “Is this a crash?”

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The 2020 Contribution Limits are Here

The 2020 Contribution Limits are Here

2020 Contribution Limit Changes & the Secure Act

Read on to understand the changes for 2020 so you can maximize your retirement.

There are some significant changes to your retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure Act, there is a lot to digest.

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The Science of Gift Wrapping Explains Why Sloppy is Better

The Science of Gift Wrapping Explains Why Sloppy is Better

They say appearances can be deceiving. In the case of gift giving, they might be right.

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8 Point Year-end Financial Planning Checklist

8 Point Year-end Financial Planning Checklist

The end of the year is when a lot of deadlines come up.  So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track.  And it’s wise to use a checklist to see where you are and what you should do.  Here are eight of the most common and important items to review with your financial advisor:

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Should the Jobs Report Move the Stock Market?

Should the Jobs Report Move the Stock Market?

Unemployment is a lagging indicator and can only indicate what happened.

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