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Retiring in the next few years? This is your MUST READ.

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

Reference this on your journey toward a work-free life.

 

Inside this FREE guide, you’ll discover:

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  • Commonly overlooked “danger zones” in your current strategy
  • The steps you could take in the years leading up to your work-free life

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Investment Trends

Responsible Investing Options Keep Sprouting

By Flora & DiPaula Wealth Partners | February 19, 2019

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on…

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Pros and Cons of Municipal Bonds

By Flora & DiPaula Wealth Partners | February 14, 2019

U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like…

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Stability Grows for Emerging Markets

By Flora & DiPaula Wealth Partners | February 5, 2019

Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging…

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Stock Buybacks Explained

By Flora & DiPaula Wealth Partners | January 22, 2019

When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35 percent to 21 percent, the hope was companies would spend their influx of money on…

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Where U.S. Economics Stand Globally

By Flora & DiPaula Wealth Partners | January 15, 2019

From the beginning, President Donald Trump’s economic policies have intended to put “America first.” Since the ultimate goal of such policies is to strengthen America’s economic growth, solve for domestic…

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China’s Growing Economy

By Flora & DiPaula Wealth Partners | January 8, 2019

General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers…

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Health Care Roundup

By Flora & DiPaula Wealth Partners | December 26, 2018

By now, most of us know to check with our health insurance company to make sure our physician or specialist referral is covered by our health care plan and within…

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The New Space Race

By Flora & DiPaula Wealth Partners | December 4, 2018

Space: The final frontier. Or is it? The U.S. is again taking a serious look at space exploration, but there are many factors to consider. President Trump last summer called…

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Interest Rate Watch

By Flora & DiPaula Wealth Partners | November 27, 2018

In late September, the Federal Reserve raised its key short-term interest rate to 2.25 percent from 2.0 percent, in its third increase of the year.1   The good news is…

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Economic Indicators

By Flora & DiPaula Wealth Partners | November 20, 2018

Newton’s laws of motion and gravity are often applied to economics and the stock market. What goes up, must come down. While this generally explains a natural path of the…

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