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RMD Considerations

February 18, 2020 |

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP...

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Assessing the Role of Government

February 12, 2020 |

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1   One issue...

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Financial Tips For 2020

February 6, 2020 |

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that...

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Non-Cyclical Stocks and Their Relationship to the Economy

January 21, 2020 |

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and...

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Two Retirement Planning Approaches: Safety vs. Probability

January 16, 2020 |

According to Merrill, four of the most common risks to your retirement strategy are:1   A significant market drop shortly before or early in your retirement Inflation reducing your spending...

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Market Trends to Watch

January 2, 2020 |

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of...

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The Importance of Women Achieving Financial Confidence

December 18, 2019 |

  Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of...

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Retirement Planning During Changing Times

November 19, 2019 |

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth...

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Medicare Update

November 14, 2019 |

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare programs. The...

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Can Your Portfolio Weather an Economic Storm?

November 4, 2019 |

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One...

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What’s New in Banking

October 15, 2019 |

Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks and pay bills. That’s...

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Fingerprint, Retina Scans Not Just for James Bond Anymore

October 8, 2019 |

Most people using the internet to shop, conduct financial transactions or read firewall-protected content are likely familiar with the aggravation of maintaining passwords. Worse yet, tech experts now say conventional...

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What’s Up With the Markets?

October 1, 2019 |

Anyone who followed the often-used investment adage, “Sell in May and go away,” is likely pleased with their decision after the markets struggled in the month of August.1 While recent...

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Small-Business Growth Has Economic Benefits

September 24, 2019 |

A promising way to jumpstart the U.S. economy is by helping more entrepreneurs establish their own businesses. The 30.2 million U.S. small businesses represent 99.9 percent of all businesses in...

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What Is the Beige Book?

September 17, 2019 |

The Federal Reserve’s Federal Open Market Committee (FOMC) evaluates a plethora of factors before making any monetary policy decisions at meetings, which generally take place eight times a year. One...

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Common Investing Mistakes

September 3, 2019 |

In our personal lives, we have a conscience that keeps us from doing not-so-nice things. Sometimes we even get a creepy-crawly feeling when we think someone may be up to...

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Examining the Work/Life Balancing Act

August 27, 2019 |

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping...

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The Growing Popularity of Annuities

August 20, 2019 |

Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled by pre-retirees and retirees...

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Where Is Dad’s Money?

August 13, 2019 |

Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. There’s...

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Pros and Cons of Legislative Inertia

August 6, 2019 |

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed...

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Past Articles

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