Nov 30, 2020 | Investments, Tax Planning, Wealth Management
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, waives required minimum distributions during 2020 for IRAs and retirement plans, including beneficiaries with inherited accounts. This waiver includes RMDs for individuals who turned age 70 ½ in...
Aug 22, 2019 | Investments, News
Stocks and bonds gain when Fed policy becomes more accommodative U.S. and international stock prices rise after a first Fed rate cut. Gains are strongest when there is no U.S. recession. Bond prices consistently rise prior to an initial rate cut, but are stagnant...
Jul 10, 2019 | Investments, Tips, Wealth Management
After Trade War Concerns, Stocks Hit New Highs by the End of Q2Main PointsBonds and stocks both rallied in Q2, with bonds beating stocks globally and in the U.S.Trade war concerns drove stocks down in May, but prospects of Fed rate cuts led to a June rally to new...
Jun 6, 2019 | Investments, Tips, Wealth Management
Multiple stock market corrections per year are normalMain PointsGlobal trade war fears drove a 4.5% correction in the S&P 500 in May.Multiple stock market corrections per year are normal.Corrections provide opportunities to buy investments at attractive...
May 9, 2019 | Investments, Tips, Wealth Management
At 90 million strong, millennials are now the largest generation in the U.S.Main PointsMillennials are the largest generation in the U.S., which has important implications for the economy and stock market.Spending on new cars, recently purchased homes, food, select...
Apr 10, 2019 | Investments, Tips, Wealth Management
Broad-Based Rally in Q1An average U.S. portfolio recouped the losses from Q4Stocks and bonds gained as central banks around the world became more investor-friendly.Treasury bond prices fell earlier in the quarter, but staged a strong rally in March on the back of...
