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Archive for 2021
12.13.2021
Last Minute Tips for Year End Planning
Welcome to December! There may be just a few weeks left in 2021, but it’s not too late to make some smart money moves before the end of the year. Here’s a list of last-minute tips and recommendations to help you navigate around year-end planning: Age Milestones One of the first things you should do […]
10.05.2021
Are Exchange-Traded Funds the Future of Personal Investing?
The investment management business is a highly competitive industry that changes, adapts, and evolves over time. Over the years, individual investors have benefitted tremendously from many of these changes. We see trading commissions have declined toward zero, management fees and mutual funds expenses have been reduced sharply, and access to up-to-the minute market information is […]
09.09.2021
Will Medicare and Social Security be there for You?
On August 31, the Trustees of the Medicare and Social Security trust funds released their annual report on the fiscal health of America’s two largest retiree entitlement programs. The news wasn’t good; according to the report, the expected date that Social Security’s trust fund would be depleted was moved earlier by one year to 2033. […]
06.28.2021
What Did We Learn During the Pandemic?
The end of the Coronavirus pandemic in the United States appears to be in sight. A highly successful COVID-19 vaccination campaign has sent daily average new case numbers plunging below 12,000 nationally. Most states are reporting about 100-200 new cases per day, rather than thousands of new cases just a few months ago. While the […]
03.17.2021
The Importance of Long-term Tax Planning
When budgeting for retirement expenses, pre-retirees tend to consider health care, housing, food, utilities, and travel, but often overlook taxes. This oversight would be a mistake, as taxes typically rank among the top three expenses during retirement, and for some retirees, taxes can be the single largest item in their retirement budget. Fortunately, tax is […]
02.19.2021
Keep Your Financial Fitness on Track All Year Long
Ah, February! The cold weather and overcast skies can make us want to curl up under a warm blanket, while we abandon our well-intentioned New Year’s Resolutions. As we are just two months into the new year, it’s important to keep those financial goals on track. Now is the perfect time to review various aspects […]
02.19.2021
What Does a “Neutral” Portfolio Look Like?
When constructing a portfolio of global stocks, whether for clients or simply for yourself, it helps to have a reasonable starting point. This month, I’d like to introduce the concept of a “global neutral” equity portfolio, what that looks like, and why it may or may not be the best portfolio you could own. Let’s […]
01.20.2021
It’s Time to Refinance (again)
The 2020 pandemic recession was one for the record books. The pace at which it unfolded was breathtaking, as was the speed of the recovery. U.S. GDP growth collapsed by 31.4% (annualized) in 2Q2020 after most economic activity came to a sudden stop near the end of Q1, making it the deepest recession in the […]
01.05.2021
A Recap of Markets in 2020
2020 was a remarkable year in a number of ways, including for financial markets, which established several new historical records. The crash in stock prices as the Coronavirus pandemic unfolded in February and March is well remembered, as is the blistering pace of recovery in market prices in the last nine months of the year. […]
