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Wednesday, March 11, 2020

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...

 

Wednesday, February 12, 2020

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual...

 

Tuesday, February 4, 2020

The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at them. *Next year, you can put up to $6,000 in any type of IRA. The limit...

 

Tuesday, January 28, 2020

THE YEAR IN BRIEF An old stock market adage says that stocks climb a “wall of worry” – that is, when the major indices move higher, they do so in spite of Wall Street's ongoing anxieties and doubts. In 2019, that...

 

Tuesday, January 21, 2020

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance...

 

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Monday, December 23, 2019

The year in brief. 2019 brought three quarters of disagreement over trade issues between the U.S. and China… followed by fourth-quarter hints that a partial trade deal could be reached. Concerns grew over economic deceleration...

 

Wednesday, December 11, 2019

The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To that end, here are six aspects of your financial life to think about as this year leads into the next. Keep...

 

Thursday, November 21, 2019

If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of...

 

Thursday, November 14, 2019

“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is...