Investing
Let’s Talk IRAs
Of all our clients, there are only a few who do not have at least one IRA account. Of the many that do, few of the IRAs are the same.…
Read MoreIs It Time To Buy Bonds?
In the past few weeks I’ve had a handful of clients ask me whether it was a good time to buy bonds. With the stock market hitting new records over…
Read MoreDéjà Vu, All Over Again
With Thanksgiving just a few days away, we know Christmas and New Year’s can’t be far behind. Few of us can’t wait to put this year behind us. Nothing seems…
Read MoreA Record-Setting Week
It’s Wednesday morning and both the Nasdaq and S&P 500 hit new highs yesterday. As of now (11:52 a.m. in the east) both indexes are up again. When discussing the markets, which…
Read MoreExpect The Unexpected
When I talk to my clients, one of the things I hear most often is “We’ve never lived through anything like this before.” And that’s very true. 2020 has been…
Read MoreThe Markets STILL Don’t Care Who Wins
A few weeks ago I penned an article titled “The Markets Don’t Care Who Wins”. I discussed the correlation, or lack thereof, between presidents and stock market returns. As the…
Read MoreThe Pandemic Is Causing Folks To Alter Their Retirement Plans
Earlier this week, I spoke with a friend of mine who is an advisor in the Midwest. He told me that since the pandemic hit, he’s lost quite a number…
Read MoreA Review Of The First Quarter 2018
I know it hasn’t been fun and I know most of us have had our share of roller coaster rides over the years, but it feels like we’re on a…
Read MoreResponse To The AARP’s Annuity Article
You may have seen a column by Jane Bryant Quinn in this month’s AARP Bulletin about Fixed Indexed Annuities (FIAs). Fixed indexed annuity sales totaled more than $60 billion in…
Read MoreSeven Common 401(k) Mistakes
This Sunday on the radio show, I spend some time reviewing common 401(k) mistakes being made by folks still in the workforce. I thought I’d lay them out here as…
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