Welcome to our blog. Here we share insights into what we hope will help our clients most.
Unemployment At 50 Year Low: Economy The labor market is as strong as it’s been in 50 years. The US economy added 263,000 jobs in April which marked the 103rd straight month of gains. Unemployment fell to 3.6%. The last [...]
The Obama-Trump Boom Continues: Economy The National Bureau of Economic Research has recorded 35 expansions since 1984 ranging in duration from 10 months to 120. The Obama-Trump expansion is now 116 months old, closing in on the all-time record of [...]
Markets On Fire, But Many Are Still Worried A blistering open to 2019 has powered nearly every publicly traded business in the U.S.A. As of this writing* 26 of the 30 holdings in the DOW and 465 of the 500 [...]
Annuities tend to have a bad reputation; too expensive, too opaque, too cumbersome. For the better part of my 31 years advising clients that are approaching retirement or who are recently retired (or semi-retired), I have typically advised against annuities, [...]
Prepare for the Bear: Retirement Investing After the worst ever performance on Christmas Eve last year, the markets staged a "post-Christmas rally" as the DOW added over 1,080 points (4.9%) its biggest one day point gain ever. The S&P 500 also [...]
Reduce Your Tax Burden Before Year-End: Tax Planning The new tax law has added a wrinkle to year-end tax related planning; A higher standard deduction ($18,000 for individuals and $24,000 for married couples). For those 65 [...]