What's happening with banks?
Tuesday, March 28, 2023https://www.fidelity.com/learning-center/personal-finance/what-is-happening-with-banks
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There's a lot of noise relating to the economy, the markets, and your investments. I review many articles and handpick ones I believe will be helpful and informative to my clients. Please reach out to me with any questions or comments.
Which Equity Sectors Can Combat Higher Inflation
Thursday, February 23, 2023https://www.hartfordfunds.com/insights/market-perspectives/equity/which-equity-sectors-can-combat-higher-inflation.html
Read MoreWhy Fear Is Good
Monday, October 31, 2022https://www.virtus.com/assets/files/67f/why_fear_is_good_4687.pdf
Read MoreMidterm Madness
Tuesday, October 25, 2022https://www.hartfordfunds.com/insights/market-perspectives/global-macro-analysis/midterm-madness.html
Read MoreBeware the caller from “the government”: It’s a scam
Tuesday, September 20, 2022https://www.fidelity.com/insights/personal-finance/government-call-scam
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Medicare enrollment: Time to change plans?
Tuesday, August 23, 2022https://www.fidelity.com/learning-center/personal-finance/retirement/medicare-enrollment-plans
Read MoreSocial Security Benefits for Spouses
Thursday, July 28, 2022https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Whitepapers/MAI356.pdf
Read MoreCongressional Game Clock Winding Down
Friday, July 8, 2022https://www.hartfordfunds.com/dam/en/docs/pub/whitepapers/POLWP005.pdf
Read MorePerspective: Are Things Today as Bad as They Seem?
Tuesday, June 14, 2022https://www.hartfordfunds.com/insights/investor-insight/client-seminars/the-times-they-are-a-changin/TAC-brick.html
Read MoreThinking of moving in retirement?
Tuesday, November 30, 2021https://www.fidelity.com/learning-center/personal-finance/retirement/where-to-retire
Read MoreShould I refinance my mortgage?
Monday, November 22, 2021https://www.fidelity.com/learning-center/personal-finance/refinance-mortgage-rates
Read MoreBonds: There When You Need Them
Wednesday, November 17, 2021https://www.hartfordfunds.com/practice-management/client-conversations/bonds-there-when-you-need-them.html?utm_source=hartfordfunds...
Read MoreTax policy discussions take a turn on Capitol Hill
Wednesday, November 10, 2021https://www.putnam.com/advisor/content/wealthManagement/6605-tax-policy-discussions-take-a-turn-on-capitol-hill
Read More6 Lessons Netflix Can Teach Us About International Investing
Tuesday, November 9, 2021https://www.hartfordfunds.com/insights/market-perspectives/equity/six-lessons-netflix-can-teach-us-about-international-investing.html
Read More10 Things You Should Know About Stock Market Volatility
Thursday, October 28, 2021https://www.hartfordfunds.com/practice-management/client-conversations/10-things-you-should-know-about-volatility.html
Read MoreWill Congress pass tax and budget plans? 3 predictions
Thursday, October 21, 2021https://www.capitalgroup.com/individual/insights/articles/3-predictions-Congress-tax-budget-plans.html
Read MoreHow much will supply chain issues weigh on earnings season?
Monday, October 18, 2021https://www.invesco.com/us/en/insights/how-much-will-supply-chain-issues-weigh-earnings-season.html
Read MoreWill the pandemic threaten the future of big cities?
Wednesday, September 29, 2021https://www.capitalgroup.com/individual/insights/articles/will-pandemic-threaten-future-big-cities.html
Read MoreThe new tax bill: What to watch
Tuesday, September 21, 2021https://www.fidelity.com/learning-center/personal-finance/tax-changes
Read More5 investment lessons from the pandemic
Tuesday, September 7, 2021https://www.capitalgroup.com/advisor/insights/articles/5-investment-lessons-pandemic.html
Read MoreMinds Over Markets, a behavioral guide to investing
Thursday, September 2, 2021Minds Over Markets
Read MoreDividend growth: The special sauce of long-term investing
Wednesday, August 25, 2021https://www.capitalgroup.com/individual/insights/articles/dividend-growth-special-sauce-long-term-investing.html
Read MoreThere Are Always Reasons Not to Invest
Thursday, August 19, 2021There Are Always Reasons Not to Invest
Read More2021 Mid-Year Outlook: Where are we in the cycle?
Sunday, July 18, 2021https://www.invesco.com/us/en/insights/2021-midyear-outlook-where-are-we-cycle.html
Read MoreU.S. labor market - 55 is the new 65
Thursday, July 15, 2021https://www.putnam.com/individual/content/perspectives/8445-u-s-labor-market-55-is-the-new-65
Read MoreWhat to know about inflation
Friday, June 25, 2021https://www.fidelity.com/learning-center/personal-finance/what-to-know-about-inflation
Read MoreSemiconductors could be the new oil: Here's why
Tuesday, May 18, 2021https://www.capitalgroup.com/individual/insights/articles/semiconductor-shortage-chips.html
Read MoreFrom v-shaped recovery to bond vigilantes
Thursday, May 13, 2021https://www.putnam.com/individual/content/perspectives/8204-from-v-shaped-recovery-to-bond-vigilantes
Read MoreFour reasons not to fear rising interest rates
Tuesday, April 6, 2021Click here to view article
Read MoreRoaring 20's: How pent-up demand could fuel recovery
Thursday, March 11, 2021Click to view the article!
Read MoreWhat you need to know about coronavirus-related distributions before filing your 2020 tax return
Tuesday, February 23, 2021https://www.forbes.com/sites/rcarson/2021/01/29/what-you-need-to-know-about-coronavirus-related-distributions-before-filing-your-2020-tax-return/?sh=73f0f6555a66
Read MoreFigures that taxpayers need to know in 2021
Thursday, February 18, 2021Figures that taxpayers need to know in 2021
Read More10 income and estate tax planning strategies for 2021
Tuesday, February 9, 202110 income and estate tax planning strategies for 2021
Read MoreHow to stay on top of your health from home during Covid-19
Thursday, January 7, 2021Click below to view the post! How to stay on top of your health from home during Covid-19
Read MoreWhat if election results are delayed or contested?
Tuesday, November 10, 2020What if election results are delayed or contested?Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation...
Read MoreElection 2020: Time for Patience
Thursday, November 5, 2020Election 2020: Time for Patience
Read MorePutting the Election in Perspective
Wednesday, November 4, 2020Click below to view the article! Putting the Election in Perspective
Read MoreIt's Election Day, and the Senate is definitely in play
Tuesday, November 3, 2020Click below to view the blog post. It's Election Day, and the Senate is definitely in play
Read MoreElection watch: What the U.S. race means for investors
Thursday, October 15, 2020Click below to view the article. https://www.capitalgroup.com/advisor/insights/articles/election-watch-2020.html
Read More10 investment themes for the next 10 years
Wednesday, October 14, 2020Click below to view the article. https://www.capitalgroup.com/individual/insights/articles/10-themes-next-10-years.html
Read MoreWhen Dollar Cost Averaging Matters The Most
Thursday, April 9, 2020Click below to view the article. When Dollar Cost Averaging Matters The Most
Read MoreInvesting against the tide
Monday, April 6, 2020Click below to view the article. Investing against the tide
Read MoreShould I Sell My Stocks?
Thursday, March 19, 2020https://www.virtus.com/assets/files/34z/should_i_sell_my_stocks_now_5759.pdf
Read MorePreparing for the next recession: 9 things you need to know
Tuesday, October 22, 2019https://www.thecapitalideas.com/articles/guide-to-recessions
Read MoreDiversification Means Always Having To Say You're Sorry
Thursday, June 20, 2019Click to view article here
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9/15/15 10 Observations About the Current Market Environment
Wednesday, September 16, 2015Read More