Americans could see the most significant changes in more than a decade to their retirement plans under legislation the House of Representatives passed last Thursday.
Will the Trade Wars Ever End?
How much does a trade war with China matter for the economy and the markets? Possibly a lot, by precipitating a recession, although that’s unlikely.
Top State Marginal Income Tax Rates 2019
In the words of The Clash, “Should I stay or should I go? Choosing an acceptable state tax for retirement can mean all the difference in the world.
The Stretch IRA Strategy Being Reviewed
We’ve received some questions on the issue of the stretch IRA as a result of some recent legislative action in Washington.
Tariffs and Temper Tantrums But No Recession
This trade dispute with China is a fine example of something that looks like a significant roadblock for our economy and the markets. But this country’s economic resiliency has been remarkable throughout our history.
When Will We Become Bearish?
We look at scores of economic data and consult with our internal resources including former Federal Reserve Chairman Alan Greenspan on a daily basis. So when do we become bearish?
How much cash should I hold in retirement?
A cash reserve is often recommended as a way to pay your bills without having to sell investments when markets drop. But how much is appropriate?
Are Emerging Markets Benefiting From China?
The ongoing U.S. / China trade negotiations continue to dominate news storylines, but an arguably more important recent event for the global economy appears to be largely unnoticed. China’s Belt and Road Initiative may change emerging markets investment opportunities going forward.
10 Financial Steps For New Grads
Millions of college graduates are about to embark on the next stage of their lives, which for many will include their first taste of financial independence. Too little attention is paid, however, to the subject of financial literacy, especially from young adults.