The SP500 returned 19% in 2017, -6% in 2018, and 29% in 2019. Technically, stocks are likely to continue to rise another 6% to 3,420, which is the symmetrical opposite to the Dec 2018 low. If this high is reached, the risk of a correction is stronges...
Should you put your money in stocks or real estate has been the question of generations but there should by now be enough evidence to point us toward an answer. Keep in mind that basic principals of keeping your investments diversified, understanding...
This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies around these cuts, other than adding to the national debt, is that it capped itemized deductions to $10,000, includi...
The World Bank’s 2019 annual report summarizes the continued struggle with its mission on ending extreme poverty while remaining optimistic and diligent in a few key areas. Their mission is “to advance shared prosperity and end extreme poverty” and t...
If you're facing retirement, the only thing worse than the risk of being bored in retirement is the lack of funds keeping you from doing the things you want to do. Fortunately, as the saying goes, "you're not dead yet," and there are plenty of ways t...
Medicare open enrollment is from October 15 – December 7 and, if you’re 65 and over, now’s the time to see if you should enroll for the first time or make changes to your existing plan. Here’s a quick refresher for those that this applies:
Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns define the bonus size of portfolio managers and sends the wrong message to investors who have decade(s) of time on the...
Markets are unscathed by geopolitical volatility, more so than usual, as independence protests rock Hong Kong, Lebanon, Spain, and Britain. This illustrates the enormous discontinuity the market has against geopolitics and is a reminder that monetary...
It’s that time of the year that your company will likely offer new benefits for 2020; here are some key considerations as you elect for those new benefits.
Health insurance costs are increasing for individuals and companies across the board. A way for...
Voting is arguably still the most powerful tool to effect political change in the United States. What's less commonly known and arguably equally powerful is money. Where you spend your money and how you invest can have a serious impact on which polit...
