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Always Risks

After a year of living with the fear of COVID-19, many investors are hoping 2021 will bring a return to ‘normal,’ even if the new normal may not be exactly like the old one. Optimism about the future has many investors feeling bullish, according to most of the sentiment surveys listed in Barron’s last week. […]

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Market Commentary – Dec 28, 2020

The Markets U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week. Congress managed to cobble together a new stimulus package that was acceptable to both sides and pass it. The proposed package included money to help states distribute vaccines, an unemployment benefits extension, $600 checks for eligible

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Market Commentary – Week of Nov 30, 2020

The Markets Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about narrative economics, which holds that popular stories may affect individual and collective economic behavior. Last week, diverse narratives had the potential to influence consumer and investor behavior, but not all did. You may have read that:

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Why Medicare Should be Part of Your Retirement Strategy

The premiums and coverages vary, and you must realize the differences. Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts A and B),

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Good Health is Good Business

According to the Centers for Disease Control and Prevention, productivity losses linked to employees not showing up for work cost employers approximately $225 billion annually, or over $1,600 per worker. Business owners and managers understand very well the rising cost of health care and the loss of productivity associated with absenteeism and employee disengagement. Which is why

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Will Power

It has been estimated that less than 50% of adults have a will or other estate documents in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone. But a will is an instrument of power.

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