Have I Missed the Pandemic Rally? This has been a crazy year. Markets fell about 34 percent in 33 days bottoming out on March 23, 2020, then rebounded to post the best 50 days in history. And as of July 1, the markets celebrated the end of the best 90 days of market performance since 1998. So, with all …
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What Should You Do With Your Investments If We Get a Second Wave of Covid-19?
These days there is no shortage of news and commentary about the Covid-19 pandemic and what it means. If you are like me, it can get to be a bit much sometimes. But, with unemployment around 14.7 percent and business profits disrupted by changes in spending patterns, it’s clear that this disease is a factor you have to consider when evaluating your financial plans.
What Should You Do With Your Investments If We Get a Second Wave of Covid-19?Read More
Four great COVID-19 financial resources
I’m sure that you are dealing with ongoing uncertainty due to the global impact of the COVID-19 Coronavirus. Whether you’re concerned about your health, your employment, your loved ones, your retirement, or all of the above, it can be hard to take in all the news that’s out there while remaining calm and focused. If …
Three ways to protect yourself against a recession
We’ve been hearing conflicting reports about whether a recession is looming. A recent survey of 500 Americans shows many are worried about a recession and plan to adjust. If you’re in that category—or even if you’re not—now is a good time to take action to protect yourself in case of a recession. Almost four in …
What Do I Need to Know About the SECURE Act?
The Setting Every Community Up for Retirement Enhancement Act of 2019 was passed by Congress and signed into law at the end of 2019. The SECURE Act, as it’s known, represents the most sweeping set of changes to retirement legislation in more than a decade. It has several benefits for American retirees—and some drawbacks as …
Four Secrets to Make 2020 Great
“If you want others to be happy, practice compassion. If you want to be happy, practice compassion.” –The Dalai Lama As the year winds down, I find myself thinking of the year ahead and how to make it better. Regular readers may know that my father passed away this year and that event has inspired …
