Have You Heard of Cash Balance Pension Plans?
If no, I wouldn't blame you. Believe it or not, most financial advisors and accountants don't even know what they [...]
November
18
October
4
Election Considerations
With the upcoming election, I know that there are many more implications than just money. There are obviously political, health, [...]
May
3
What Matters Most
To no one’s surprise, April was an absolutely awful month for the economy. Numbers were released that showed a GDP [...]
April
1
COVID-19 Stimulus Package
It took a couple of weeks of negotiating but we got the huge fiscal stimulus that Wall Street and Main [...]
March
21
Investing During a Crisis
A lot of people are concerned. We are on lockdown and quarantined. The world as we know it has changed [...]
March
12
Uncharted Waters
The Dow Jones Industrial Average just had its worst day since October 19, 1987. That infamous crash is referred to [...]
March
9
Stock Market Circuit Breaker
No charts or graphs today. Definitely no predictions on the bottom of the market. Stocks were automatically halted shortly at [...]
December
3
Stock Valuations and Economic Outlook
Stock Valuations, Interest Rates, & Inflation US stocks are at all-time highs after a huge year-long rally. Many investors are [...]
September
3
Correlated Returns and the R-Word
Rarely Correlated Returns Practically each day, a trade wars story has been sending stock markets several percentage points in either [...]