Happy 90th birthday, Warren Buffet! To celebrate, the stock market has decided to throw you a party. Remember the celebration for your 70th? Our old friend Microsoft was there. Faces...
Preparing for the Inevitable – The Loss of a Parent
No family wants to address the elephant in the room, but the discussion needs to start somewhere. Are you adequately prepared to handle things when confronted with the death of...
The Value of Brokerage Accounts
Why complement Retirement investment accounts like 401(k)s, IRAs, Roth IRA’s with a Brokerage account– otherwise known as taxable investment accounts?
The short answer is: Flexibility! Here are some of the advantages that investing in Brokerage accounts provides:
- There are a multitude of investments available in Brokerage accounts including stocks, mutual funds, ETFs, and other assets
- Unlike retirement accounts, which have limitations on contributions each year as well as age-based withdrawal constraints, Brokerage accounts allow investors to contribute and to withdraw money when they want. As a result, Brokerage accounts may be utilized as a vehicle for not only retirement goals but also for other financial planning goals such as a down payment on a home, purchasing a car, or maybe a home renovation project
Credit – Do your Kids “Get” It?
There was a time long ago when one of my children said to me, “Why don’t you just use your credit card, Mommy?” At that point, I realized he thought...
Our Politicians Have Been Busy…Finally!
There is finally some good news to report. Our representatives in Washington have been somewhat busy and we have three government programs to share with you, our valued clients. Coronavirus...
The Coronavirus’ Impact on Global Stock Markets
Happy Leap Year. When we entered 2020, I assumed the November presidential election would be the big topic of conversation for this year; however, I was wrong. This coronavirus, that...
The Noise is Deafening
In its latest update, Apple added a new app that sends an alert to your Apple Watch or iPhone when it identifies sound levels in your environment that may negatively...
Quarterly Market Review – Second Quarter 2019
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond...
