Real Estate Investing

Investing in real estate can be an option to help diversify a portfolio because the market isn’t directly correlated with stock and bond markets. You don’t have to buy properties and become a landlord to participate, and there are a number of different financial vehicles available based on an investor’s key objectives, timeline and tolerance…

Read More

We Had a Strong Q1 2019; What’s the Outlook for the Rest of the Year?

The first quarter of 2019 proved to be a strong one. The S&P 500 posted a 13.1% gain (the highest quarterly gain since 2009), the Dow Jones Industrial Average rose by 11.15% and the Nasdaq increased by 16.5%. Bond investors in both developed and emerging markets saw three consecutive months of positive returns. Oil prices…

Read More

Companies Creating Vertical Investing Opportunities, Others Investing in Communities

There is a new trend toward investing in American initiatives that aligns with the president’s focus on making the country great. Initiatives are cropping up to help create the potential for novel investment opportunities. Some of these investments are being created by companies that themselves enjoy shareholder capital. For example, Starbucks is investing $100 million…

Read More

Bull Market Turns 10

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.1 The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we…

Read More

Retirement Planning Tools

Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their financial advisors needed to learn how to plan for older people who are living longer than ever. The problems associated with this new era of longevity aren’t…

Read More

IRA Refresher

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at $1,000.1 If you’re thinking about investing in an IRA or increasing your contribution, here’s some information to help you make your decision. A traditional IRA…

Read More

Insights from the “Oracle of Omaha”

Insights from the “Oracle of Omaha” In his 2018 Berkshire Hathaway annual report, published in February, renowned investor Warren Buffett reiterated the holding company’s objective to purchase well-managed businesses with positive and sustainable economic characteristics – and to buy them at sensible prices.1 Berkshire Hathaway joined many other companies in buying back its own shares…

Read More

Tax Tips: Look ahead while looking back at 2018

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for the “wait-and-see” approach to determine if the Tax Cuts and Jobs Act would impact their return. Initially, the Tax Policy Center projected the new legislation…

Read More

Don’t Leave Your Long-Term Care Plan to Chance

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s findings:1   Nearly half of family caregivers now are men The average age of a family caregiver is 47 (down from age 53 in 2010)…

Read More

Importance of Airline Industry Continues Ascent

After all the inconvenience it caused nationwide, it appears the main impetus for ending the federal government shutdown in January was its impact on air travel. On Jan. 25, the FAA began restricting flights into and out of New York’s LaGuardia Airport due to a shortage of air traffic controllers. Prior to this, there had…

Read More