The question of whether there will be another market panic is not “If” but “When”. The financial markets are constantly changing. This can make it difficult to understand how to use them to prepare for retirement. In this article, I will explain five strategies to help you set yourself up for retirement regardless of market […]
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It’s Like a Marriage!
The relationship you have with your financial advisor should be a personal one. The more open, honest, and transparent you can be regarding your goals, dreams, and fears, the better the outcome. You should be comfortable in sharing with them your most intimate financial details, including your successes and failures. If you are married, you […]
Bond Funds
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 […]
April is traditionally one of the better months for stock market performance
April is traditionally one of the better months for stock market performance as last-minute money flows into retirement accounts. With that said, history is merely a guide as last year we saw the market plunge nearly 8% in April. In addition to cash inflows into retirement accounts, April market action is also driven by a […]
Technically Speaking – April
Technically Speaking: Long Term Resistance: SP500 4200 then 4300 Long Term support: SP500 4000 then 3790 The market has been trading in a wide range over the last few months. SP500 has found support around the 3800 and resistance at about 4200. I don’t think much is going to change. The risk is still to […]
For the last 8 months interest rates have been dictating market movement
For the last 8 months interest rates have been dictating market movement and we expected that to continue in March. However, the surprise collapse of Silicon Valley Bank was a game changer that had the Fed scrambling to stabilize the banking system and avoid another 2008 type event. At month end it appeared the worst […]
Earnings
Earnings are an important determinant of a company’s share price. This is because earnings can indicate the profitability and success of the company in the long run. Earnings are usually reported on a quarterly and annualized basis. These reports are compared to analysts’ expectations. Analysts’ make predictions for a company’s earnings report based on various […]
Top 5 Most Common Financial Mistakes
There are so many things people say we should do in order to become successful. Let’s talk about the things we shouldn’t do. With so many sources all trying to give us advice on how to achieve success, it’s important to consider what to avoid as well. Here are 5 common financial mistakes you may […]
“The World Would Be a Better Place, If……”
The word FIDUCIARY is batted back and forth in our industry, in an oftentimes confusing manner. “I’m the only fiduciary in town,” or “Not everybody is a fiduciary.” This approach leaves consumers confused, and perhaps even more distrusting of those in the financial services industry. And so, it can become the holy grail, and a […]
The Importance of Planning
“If you fail to plan, you plan to fail.” The importance of planning cannot be overstated. With so many uncertainties and possibilities in retirement it’s easy to assume you needn’t bother with a plan. However, with the rise of technology we have the ability to model these uncertainties and possibilities in a way that was […]
