The initial tax filing season for 2020 is approaching and we wanted to provide some reminders to help you prepare.
Front and center are two topics that seem to be on investors’ minds: the equity market’s current valuation given its all-time high price level and are interest rates and inflation about to inflect higher. We take a look at how stocks are setting up.
Irrational exuberance is a state of investor psychology, when the pendulum between fear and euphoria has swung too far towards the latter. Stock prices are the aggregation of the myriad expectations held by market participants and can at times reflect what seems an unjustifiably optimistic view of future economic conditions.
Addressing the potential costs of long term care is a critical part of any retirement plan. Just like a car or refrigerator, our parts inevitably wear out over time too. The notion of ”long term care” may seem abstract until you’ve had a personal experience with it through a parent or another family member, and then the cost and stress that accompany a long term care event becomes all too real.
Bond investors are in need of a wake-up call. Most don’t pay enough attention to their fixed income portfolios. Investors assume that their bonds are safe and that there are only a few options for building a safe portfolio. We address both of these potentially dangerous assumptions.
In addition to investment management, insurance is a critical component of your financial plan. Our quick guide to the types of insurance and their purpose.
Is a U.S.-China War over Taiwan Imminent? If you believe some of the recent headlines, yes. Alarmist reporting that is fanciful, short on logic, and conveniently omitting important facts has stirred up this issue.
The roiling of the equity market by individuals using Reddit to act collusively in stocks like GameStop, AMC Entertainment, Blackberry, and numerous others is likely to continue for the near-term.
A “short squeeze” has nothing to do with how comfortable your Fruit of The Looms are. A closer look at just what is a short squeeze and its affect on the market.