Investing
Economic Update - June, 2022
posted on Fri, Jun 17, 2022
The purpose of this update is to identify any macro level red flags for a potential recession in the near term.
Category: Investing
Economic Update - March, 2022
posted on Sat, Mar 12, 2022
The purpose of this update is to identify any macro level red flags for a potential recession in the near term.
Category: Investing
Economic Update - January, 2022
posted on Fri, Jan 21, 2022
The purpose of this update is to identify any macro level red flags for a potential recession in the near term.
Category: Investing
Economic Update - November, 2021
posted on Tue, Nov 09, 2021
It has been a while since the last economic update. The purpose of this update is to identify any macro level red flags for a potential recession in the near term. The past 18 months has been unprecedented that started with a manmade recession created to combat the COVID-19 . It simultaneously put an end to the last market cycle and created a new on in a very short time frame. The end result will most likely be a shorter than normal market cycle, so these updates will become more important now so we can proactively approach your investment strategies.
Category: Investing
Economic Update - October, 2021
posted on Fri, Oct 08, 2021
It has been a while since the last economic update. The purpose of this update is to identify any macro level red flags for a potential recession in the near term. The past 18 months has been unprecedented that started with a manmade recession created to combat the COVID-19 . It simultaneously put an end to the last market cycle and created a new on in a very short time frame. The end result will most likely be a shorter than normal market cycle, so these updates will become more important now so we can proactively approach your investment strategies.
Category: Investing
Economic Update - April, 2020
posted on Fri, Apr 17, 2020
A lot has changed in the past 6 weeks, since my last economic update newsletter. As a result of the COVID-19 driven global economic shutdown, we are now in the correction quadrant of the economic market cycle (better known as a recession).
Category: Investing
Worried About the Stock Market? I can Help!
posted on Mon, Mar 09, 2020
With the stock market to volatile, there has never been a better time to reexamine your risk tolerance to investing.
Category: Investing
Economic Update - February, 2020
posted on Fri, Feb 28, 2020
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - January, 2020
posted on Fri, Jan 31, 2020
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - November, 2019
posted on Fri, Nov 01, 2019
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - August, 2019
posted on Wed, Aug 21, 2019
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
IRA and Retirement Plan Changes are Coming
posted on Tue, May 28, 2019
While most of the media is reporting on the Mueller report and potential impeachment proceedings, Congress is currently working on some major changes to company retirement plans and IRA accounts.
Category: Investing
Economic Update - February, 2019
posted on Thu, Feb 21, 2019
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - January, 2019
posted on Fri, Jan 11, 2019
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - November, 2018
posted on Tue, Nov 13, 2018
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Is the Volatility in 2018 Normal?
posted on Fri, Oct 26, 2018
It is October 26, 2018 and there have been 208 days the stock market has been open in 2018. The past few weeks feel like whirlwind. I have been fielding a lot of questions and one of the more popular ones is, “Is this normal?” That is usually followed up with, “What do I do?”. I’ll do my best to help answer both questions.
Category: Investing
Economic Update - October, 2018
posted on Wed, Oct 17, 2018
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - September, 2018
posted on Thu, Sep 13, 2018
I am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - August, 2018
posted on Tue, Aug 07, 2018
am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - July, 2018
posted on Tue, Jul 10, 2018
am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - June, 2018
posted on Fri, Jun 08, 2018
am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
Economic Update - May, 2018
posted on Thu, May 10, 2018
am from the mindset that we should invest having a long-term and goal oriented approach. Daily news reports should not dictate how our money is invested. With that in mind we should always have an eye on what the economy is doing on a macro level. Since 1955, the U.S. has experienced nine recessions. My goal with this report is to help identify the next recession so that we can make adjustments to your investment strategy accordingly.
Category: Investing
2018 Tax Changes Cheat Sheet
posted on Fri, Apr 20, 2018
Now that your 2017 taxes have been filed (for most of us!), let’s dig in to see what 2018 has in store. The new Tax Cuts and Jobs Act went into effect December 31, 2017. Let’s look at the key changes (good and bad) and how we should tax plan.
Category: Investing
Volatility is Normal, 2017 Was Not
posted on Thu, Feb 08, 2018
It is February 8, 2018 and there have been 27 days the stock market has been open in 2018. This week feels like whirlwind. There have been 2 days (including today) where the S&P 500 (an index that tracks the largest 500 U.S. based companies) dropped over 3.50% in one day. I have been fielding a lot of questions and one of the more popular ones is, “Is this normal?” That is usually followed up with, “What do I do?”. I’ll do my best to help answer both questions.
Category: Investing
- Calculate How the New 2018 Tax Bill Will Impact You -
posted on Tue, Jan 09, 2018
I have developed a quick questionnaire to help determine how much you may save under the new 2018 Tax Cuts and Jobs Act. You will need your most recent Form 1040 Income Tax return to fill it out. Don't worry, I will not ask for any sensitive information.
Category: Investing
529 Plans Extend to K-12
posted on Fri, Jan 05, 2018
The newly passed Tax Cuts and Jobs Act is not only for Corporate and Personal taxes. It also contains language that expands the use of 529 plans.
Category: Investing
Three Ways to Invest Your Cash
posted on Wed, Nov 15, 2017
One of the most frequent questions I get is how should I invest my cash or savings. Money outside of your retirement plans. Most people will throw all their savings into a zero-interest bearing account and never look back.
Category: Investing
Trumpcare Update - 3 Tax Changes
posted on Thu, Jul 13, 2017
Another week and another update to the Better Care Act (BCRA) or as known to most Trumpcare. Here are the most up to date tax impacts (most likely to change 100 more times before this thing goes for a vote):
Category: Investing
Trumpcare - 2 Yuge Tax Implications
posted on Sun, Jun 25, 2017
As always, this is not an opinion piece. For my full stance on the Better Care Act (BCRA) you'll have to wait for my exclusive Rachel Maddow interview airing soon. This is about the tax implications if the current Act is passed through the senate.
Category: Investing
Paris Climate Agreement - Some Good News
posted on Fri, Jun 02, 2017
This is not an opinion piece or to discuss the morality of the U.S. exit from the current Paris Climate Agreement. There is plenty of that already out there! It is to discuss what really drives our economy and the prospects of our world.
Category: Investing
Is an 8% Return Good? Three Ways to Find Out.
posted on Mon, May 08, 2017
Is scoring 120 points in a basketball game good? Not if the other team scores 150. Is getting a 75% on a math test good? Yes, if every other student in the class scored under 75% and it is graded on a curve...
Category: Investing