What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consid...
The stock market continued to rally last month with the S&P 500 rising 3.4% and setting new all-time highs. Many economic indicators remain mixed with job creation and consumer spending inspiring the market rally, but waning consumer confidence and declining business activity yielding concerns for some investors....
Regardless of how the markets may perform, consider making the following part of your investment philosophy:
Diversification
The saying “don’t put all your eggs in one basket” has real value when it comes to investing. In a bear or bull market, certain asset classes may perform better than others. If your assets are mostly held i...
Last month fared far better for the markets than the October of just one year ago. The S&P 500 gained 2.04% during the month, topping the even mark of 3,000 once again. The Federal Reserve made its third interest rate cut of the year, which was largely expected and priced into the market. Promising develops arose...
For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global mutual fund or an international mutual fund.
By definition, international funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stock...
September brought an economic event that was widely expected: a quarter-point cut in short-term interest rates by the Federal Reserve. It also brought an attack on two of the world’s largest oil fields that threatened to dent global crude output and threats of impeachment proceedings by the House of Representativ...
A diversified portfolio necessarily includes a range of asset classes.
This will always be the case, and while investors may wish for an all-equities portfolio when stocks are surging, a 100% stock allocation is obviously fraught with risk.
Because the stock market has advanced so much over the past decade, some investors now hav...
The beginning of August was met with an equity pullback spurred by the Trump Administration’s new proposed tariffs on an additional $300 billion of Chinese goods. During this same time period, the Chinese yuan currency dropped in value suddenly and considerably, and the Treasury Department characterized the move...
At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future.
Who was the original IRA owner?
If the original owner was your spouse, you have a fundamental choice to make. You can roll over your late spouse’s IRA int...
The two dominate market forces as of late - the Federal Reserve and China - continued to control the market in July. The S&P 500 continued its upward trajectory with the S&P 500 gaining 1.31% as of the close on July31. The broad U.S. large-cap index managed to break through the psychological 3,000 mark and closed...
