CARES Act: What You Need to Know Coronavirus Aid, Relief, and Economic Security (CARES) Act On Friday the number of COVID-19 cases in the US surpassed 100,000. In response to the ever-growing economic crisis due to the global pandemic, President …
What to do with your safe money Interest on bank accounts has been close to zero since the Great Recession. Now amid the COVID-19 pandemic, bonds have joined bank accounts in paying very little. The yield on the ten-year …
Update on the Markets April 1, 2020 Key takeaways Stunning drop for stocks Oil and energy even worse Diversification Works Stay Invested My thoughts and prayers are for the safety and well-being of our families, friends, and clients. And a special …
Update on the Markets January 1, 2020 Key takeaways 2019: What a Great Year! Big Sigh: No Recession A Nod to the Fed Temper Expectations Income Is Key Great Year 2019 was a phenomenal year for all kinds of investments: stocks, bonds, real …
Update on the Markets October 1, 2019 Key takeaways Global Slowdown but no recession Consumer remains resilient Impeachment as political drama Hunt for yield Stocks Keep Marching Along Another volatile and exciting quarter ended with the S & P 500 …
Update on the Markets July 1, 2019 Don’t Fight the Fed The second quarter of 2019 witnessed stocks hitting new highs and the 10-year US Treasury yield dipping below 2.00%. Despite persistent threats about a growing trade war with China, …
Index 1st Quarter 2019 Year-to-Date S & P 500 (Large US Stocks) 13.65% 13.65% Russell 2000 (Small US Stocks) 14.58% 14.58% FTSE All World ex-US (International Stocks) 10.26% 10.26% Barclays US Aggregate (Bonds) 2.94% 2.94% A Great Quarter for …
Love and Money As Valentine’s Day approaches I want to explore the issue of love and money. In over thirty years as a financial planner (and even more in life), I’ve noticed that there are very few topics that are …
10 Financial Resolutions for 2020 (10 Powerful Financial Planning Goals) Make a Monthly Budget and Stick to It. A budget may sound painful and restrictive, but it’s quite freeing after you’re all set up. Track your expenses for the …
August 2018 A Summer Treat for your Children or Grandchildren Now that summer is winding down, and kids are going back to school, it’s a great time to consider a wonderful savings idea for your children or grandchildren: Contribute …