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Mid-July Update

Debunking Sell in May and Go Away:  Investing Working in and around Wall Street for over 30 years, I have been exposed to many systems and strategies about investing.  Although usually not explicitly stated, these strategies are “predictions” about what will occur in the markets in the short-medium term.  Often there is historical data cited [...]

By | 2019-07-16T14:46:57-04:00 July 16th, 2019|Investing|0 Comments

Mid-August 2018 Update

Download in PDF Format for Easy Printing of the Entire Update NYSE FANG+ Index  Hits Correction: Retirement Investing On July 10th, Michael Sheetz from @Thesheettztweetz published the following chart in a CNBC article illustrating how just three companies, Amazon, Netflix and Microsoft were responsible for 71% of the S&P 500 returns and 78% of the [...]

By | 2018-10-25T11:46:40-04:00 August 21st, 2018|Estate Planning, Investing, Retirement, Social Security, Taxes|0 Comments

What are Fixed Indexed Annuities?

Introduction In the 31 years, I have been practicing retail financial services and retirement income planning, I have never been a big proponent of annuities, in general. My research found annuities to be too expensive and complex; too rigid and not tax efficient. But recently, when two of my wealthy, cautious investors expressed interest in [...]

By | 2018-08-09T12:48:07-04:00 August 9th, 2018|Annuities, Income, Investing|0 Comments

Mid-July 2018 Update

Download in PDF Format for Easy Printing of the Entire Update Rising Jet Fuel Costs Push Airfares Higher: Travel & Airlines The recent rise in fuel prices along with the increased cyclical demand for fuel during the summer months has elevated airfare prices higher. Fuel is the single largest expense for most airlines, surpassing labor [...]

By | 2018-10-25T11:47:49-04:00 July 19th, 2018|Investing|0 Comments

Mid-May 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update     The thrill is gone: Bitcoin fizzles Source: WorldCoinIndex Bitcoin has dropped dramatically from its highs falling from nearly $20,000 to less than $7,000 in just a few months. Further trouble may lie ahead as Bitcoin has evolved into a [...]

By | 2018-10-25T12:08:29-04:00 May 15th, 2018|Financial Planning, Investing, Retirement|0 Comments

Mid-March 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update   Amazon, Microsoft and Netflix Carry S&P 500 According to a recent wall street journal report, (dated 2/22/18), Amazon has accounted for 27% of the S&P 500 gains this year, followed by Microsoft and Netflix. Based on Dow Jones data Amazon, Microsoft and [...]

By | 2018-10-25T12:03:36-04:00 March 13th, 2018|Financial Planning, Investing, Medicare, Planning, Retirement|0 Comments

How To Think About Your Social Security

As more Americans enter retirement or semi-retirement without a lifelong income stream from a corporate pension, it can’t hurt to think about how you can maximize your social security – or at least not ruin your benefit! According to Right Capital financial planning software, there are at least 567 possible claiming strategies for a married [...]

Mid-January 2018 Update

  Download in PDF Format for Easy Printing of the Entire Update New Rules Benefit 529 College Savings Plans As An Estate Tool - Estate Planning The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college related [...]

By | 2018-10-25T12:05:31-04:00 January 16th, 2018|Financial Planning, Investing|0 Comments

Bitcoin’s Meteoric Rise: Is It Destined to Join History’s Largest Bubbles?

Is the gigantic Bitcoin bubble about to become one of the biggest busts in history? The digital currency has had an incredible year. At last count, Bitcoin was up over 1,400%--but according to people like Warren Buffett, the digital currency's meteoric rise has all the trademark hallmarks that come with a huge speculative bubble. While [...]

By | 2017-12-28T13:27:55-05:00 December 28th, 2017|Advisor, Financial Advisor, Investing, Risk|0 Comments

Mid-December Update

  Download in PDF Format for Easy Printing of the Entire Update Equity Update – Domestic Stock Markets The Dow pierced through 24,000 towards the end of November as optimism about tax reform passage intensified. A primary emphasis to reduce both corporate tax rates and small business rates accelerated equity prices higher as optimism grew [...]

By | 2018-10-25T12:10:34-04:00 December 20th, 2017|Financial Planning, Investing, Retirement, Social Security|0 Comments