The Crisis at Hand
At a time when many investors have become antsy about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe. But that’s what … Read More
War in Europe?
For most of us, it’s a little hard to believe that Europe might soon be plunging into another war. But the prospect is hard to ignore now that Russia has … Read More
Retirees Spend a Lot of Time and Money to Buy Their ‘Forever Home.’Then They Sell It.
Check out this article from The Wall Street Journal. Written by Beth DeCarbo | Photographs are by Zack Wittman for The Wall Street Journal and can be viewed by following … Read More
When it comes to investing biases, some are harder to overcome than others
It’s not controversial to say that investing biases can hurt the performance of your portfolio. Most investors would agree. And yet by its very nature a bias—an unreasoned opinion—will often … Read More
Puerto Rico Exits Bankruptcy
Written by: Robert Veres Did you know that a major U.S. territory had filed for bankruptcy? On January 19, a federal judge approved a plan to restructure billions of … Read More
When the luck runs out: Why it’s so hard for active fund managers to beat the market
Economist Burton Malkiel penned what is perhaps the most vivid metaphor for describing the difficulty of picking winning stocks. In his groundbreaking book, A Random Walk Down Wall Street, he wrote, … Read More
Bear or no Bear? Does it Matter?
In U.S. stock market history, bear markets—defined as a drop of 20% or more for a broad market index—happen roughly every four years and eight months. With a couple of … Read More
Planning Is a Team Sport: Which Teammates Do You Need?
Talent wins games, but teamwork and intelligence win championships. –Michael Jordan You are a talented business owner. It’s why you win in your market. But when it comes to long-term … Read More
Congress wants to kill the ‘backdoor Roth IRA.’ Here’s what it means for you
I love this guidance from a fellow financial planner: “Save consistently, spend moderately and invest for the long-term,” she said. “The only advice I would add? Stay nimble. Tax rules … Read More
Last-Minute Estate Tax Change
Article By Robert Veres: Advisors throughout the financial services industry, including financial planners, estate attorneys and tax consulting CPAs, are all nervously watching the tax proposals that are working their … Read More