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There are multiple types of bonds funds an investor can choose from. These funds can vary in risk and sectors in which they invest in. there are two main bond rating services, Standard & Poor’s, and Moody’s. Standard & Poor’s ratings range from D to AAA, and Moody’s ranges from C to Aaa. Two popular […]

Technically Speaking: Long Term Resistance:  SP500  4625- 4650 then 4750 4800 Long Term Support:      SP500   4350-4300 then 4100 then 3600 Markets rallied in the last week of the month after 3 weeks of declines. At the end of August, we were back to the upper resistance which should cause a stall in the late month […]

Coming into August the S&P 500 had risen for 5 consecutive months, and we wondered at the end of last month if it wasn’t time for a breather.  Let’s face it, the Federal Reserve is working hard to slow the economy and they seem to be succeeding. Interest rates have, in many cases, moved to […]

Fiscal Policy is the policy in which the government attempts to contain the economy through adjusted spending levels and tax rates. This policy uses the theory that the government can influence macroeconomic productivity levels by increasing or decreasing tax levels and public spending. This influence curbs inflation increases employment and maintains a healthy value of […]

Are you looking to optimize your retirement strategy and potentially reduce your future tax burden? The art of financial planning involves making the most of the tools and strategies available, and one that’s been gaining prominence in recent years is the Roth conversion. In this edition, we delve into the concept of Roth conversions and […]

The 529 plan is a longstanding way for people to save for their child’s future education expenses. There are many benefits to having a 529 plan, including: tax breaks higher contribution limits than other accounts low maintenance The main disadvantage of funding a 529 plan is if your child ends up not using the money […]

Retirement is a significant milestone in one’s life, representing the culmination of years of hard work and dedication. For federal employees, this transition can be both exciting and daunting, as they navigate the complexities of their retirement benefits and plan for a financially secure future. At Greenberg Financial Group, we understand the unique challenges that […]

It’s Like Using Google Maps…. Most of us are familiar with or have used Google Maps when traveling. To use it successfully, it requires two pieces of data. First, where you are, and second, where you want to go. Without those two critical bits of information, your ability to reach your ultimate destination is extremely […]

Technically Speaking: Long Term Resistance:            SP500 4630 then 4800 Long Term support:                 SP500 3800 then 3500 We saw stocks rally during the month of July, continuing the rally from the 2nd quarter. The S&P 500 broke through its first long-term resistance level of 4500 and has managed to stay above that level. The next […]

July is traditionally one of the better months for stock market performance and it continued that trend this year.  The 30 stock Dow Industrial average had been lagging the overall market this year but made up some of that ground in July.  A Dow rally began July 10th and ran for 13 consecutive days, something […]