For most people, benefits include greater control of the assets, consolidation of accounts, availability of a wider range of better and cheaper funds, lower fees, and more flexibility.
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A “bear market” is defined as a 20% drop in investment prices from some recent high. For example, the Dow Jones Industrial Average or NASDAQ can individually be in a bear market, though the term is often used to refer to the market as a whole.
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A growth company is one that is invests in itself for future growth (research, innovation, new products) and consequently, investors believe it has the potential for higher-than-average returns in the future
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While the causes of inflation might seem far away to many, the effects are obvious to anyone shopping for groceries, buying a used car, or commuting to work. So how should the average person help protect and grow their assets during these periods?
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Over the past year, a huge number of new changes have been added to the SECURE act 2.0 bill, and I’d like to summarize many of the positive changes all investors and retirees should be aware of:
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A prolonged period of high energy prices would make inflation longer lived, and less “transitory” than had been expected.
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Consumer spending and inflation patterns, labor market issues, and the relative valuation of stock to bonds suggest there is still growth potential for the global equity market in 2022.
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Saving for retirement is potentially even more important for small business owners or contractors because there is substantial risk and uncertainty when venturing out and building your own source of income.
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Why has the market recovered even while the economy has grown worse? The answer is that the stock market is not the economy.
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One of the interesting things I’ve noticed during my chats with clients is how often folks approach their finances with no clear outline of where they are going. A good financial plan includes goals, savings, budgeting, taxes, and an investment plan for the future.
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The economic consequences of the global Covid-19 outbreak and the associated decline in economic activity from quarantines, business closures, and social distancing have been staggering.
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Many people have the perception that their tax bill each year is chiseled into stone and an unchangeable result of their financial situation. But the reality is that there is many things you can do each year to optimize your taxes,
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