Investments
Market Volatility: Taken in Perspective
Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If…
Read MoreAn Update on Municipal Bonds
Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…
Read MoreMarket Jitters
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…
Read MoreRetirement Plans for Self-Employed People
As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and…
Read MoreThe Fed Changes the ‘FAIT’ of Economic Recovery
In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously used a 2% inflation target. If inflation rates fluctuated above…
Read MoreMillennials Step Up
In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people…
Read More2022 Market and Economic Outlook
The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…
Read MoreAmerican Conglomerates: Past, Present and Future
Conglomerates are parent companies that own a number of large subsidiaries. They became popular back in the 1960s with corporations like ITT, LTV and GE, to name a few. In…
Read MoreOutlook For Equities
The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule,…
Read MoreThe Investment Greats
Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker…
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