The post March 2020 bull market extended through the second quarter. There was concern in June that the Delta variant of Covid would reverse some of the vaccine-led progress as many remain unvaccinated and the Delta appears to be considerably … Continue reading →
Somehow being labeled a “progressive” has become a pejorative in certain circles, but I’m not concerned. One definition I found and how I like to consider my thoughts on the subject is “favoring or advocating progress, change, improvement, or reform, … Continue reading →
The markets continued to climb during the first quarter with the S&P 500 Index gaining 5.8% and sitting at all-time highs, although many growth and stay-at-home stocks that were big winners during the pandemic did not participate in the rise. … Continue reading →
Retirement Plan Contributions and Distributions Make every effort to max out company retirement plan contributions. If you receive a bonus, put what you can towards your 401(k) plan which has a 2020 maximum of $19,500 ($26,000 for those 50 and … Continue reading →
For the last several years, I’ve been tasked with investing my clients’ assets to better their financial futures. While I believe in capitalism and that private investment tends to direct money more efficiently to profitable business opportunities than does the … Continue reading →
I’ve had several clients and friends ask my thoughts on how the election results may affect their security portfolios. I’ll try to avoid my personal thoughts on the two major party candidates given the toxic nature of political discourse … Continue reading →
The recovery in equity and bond markets during the second quarter was almost as dramatic as the crash during the latter half of the first quarter. Unprecedented monetary and fiscal stimulus programs coupled with numerous promises of Covid-19 vaccines, improved … Continue reading →
Required Minimum Distribution (RMD) are suspended for 2020 Earlier this month the IRS issued a notice that suspends the requirement to take RMDs from retirement accounts this year. Also, if you had taken an RMD anytime after February 1, 2020, … Continue reading →
The Coronavirus has brought upon the global stock markets a nearly unprecedented selloff. I don’t recall a more nervous time with continuing uncertainty as to how to deal with the pandemic in all my decades in the markets and I … Continue reading →
As the calendar turns to each new year, inertia often trumps good intentions. Whether it means getting to the gym more often, putting the phone down during family dinners or reviewing your financial plan. Since I haven’t had a gym … Continue reading →