Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact. You do not have to supply this information, but it may offer some advantages. The request is made with your best interest in …
The Markets Is that a hawk? The Federal Reserve Open Market Committee (FOMC) met last week. They get together eight times a year to review current economic and financial conditions, assess risks to price stability and economic growth, and adjust monetary policy accordingly. When the Federal Reserve raises the fed funds rate to keep inflation …
Pundits say a lot of things about the markets. Here is a small handful.. Buy the rumor and sell high, because there’s no such thing as a free lunch. Prediction is difficult, but never catch a falling knife. Cut your losses, no one ever went broke taking profits. As Mark Twain said, October is a …
Dan Taylor faced a difficult situation after his father suffered a stroke at age 72 and couldn’t live alone. Dan was responsible for looking after him and had no idea how to proceed. He was overwhelmed by the plethora of options and was determined to find a place where his father “would be treated with …
Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s true that double-digit inflation has been absent for the last 30 years or more, you may remember the high inflation years of the 1970s. Will the levels of U.S. public debt, loose monetary policy and …
A ROTH IRA can help you save for the future – with some flexibility. Key takeaways: Roth contributions are made after taxes have been paid. Investments offer tax-free growth potential. If you need to access your contributions, you can withdraw them at any time with no taxes or penalties. There are some rules around withdrawing …
The Markets What do markets hate? They hate uncertainty, and recently there has been plenty of it. Some of the questions plaguing economists and pundits include: Why aren’t people returning to work? Americans, like people in other parts of the world, have not been rejoining the workforce at the pace many had anticipated. One of …
Some big news recently was the announcement from the Centers for Disease Control (CDC) that fully vaccinated Americans can resume normal activities without wearing masks or social distancing, except where required by law. People are more than ready to return to normal. Results from the latest Axios-Ipsos Coronavirus survey, conducted in early May, found Americans …
Have you ever considered buying a property in your favorite vacation spot? If you are practical, maybe you’re tired of paying high rental prices. Or your family needs more room than you can get in a hotel or reasonably priced vacation rental. Or maybe you just want a place for your family to gather whenever …