When speaking to groups about retirement and financial planning, I often use the phase hope for the best and plan for the worst. This is most appropriate for those who are planning on retiring in the next few years or are in retirement right now. When creating an investment strategy for your retirement there are […]
Since the beginning of October, we have experienced a steep decline in market indexes. After almost 8 years of steady growth, this feels like quite a shock to most investors. Should it? The economy and the markets move in cycles. These cycles span many years. To deny this is to ignore the natural order of […]
Big news for those facing the challenge of Required Minimum Distributions… Last week President Trump signed an executive order asking the IRS to review its regulations concerning Required Minimum Distributions “RMD”. For those unfamiliar with RMDs, at age 70 ½ the government requires you to start taking taxable distributions from your IRA, 401(k) and other […]
In real estate there are three words to live by: …..location….location…..location. When investing there are three words to live by: …..rebalance…..rebalance…..rebalance. Last week marked the longest bull market in history as measured by the S&P 500 index. The U.S. economy remains quite strong. The market has risen over 320% since its low compared to the […]
From the title of this article, you might think that I will be discussing how “Fake News” in the broader media impacts the markets. But there is another kind of fake news. If you don’t understand it, you will be in a world of trouble come the next correction or recession. What could I possibly […]