Tag: Investing

Football is Back

Sep 21, 2020

Football american flag
And so is volatility

Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play.

This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1 (more…)

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Why A Roth IRA Conversion May Now Be Advantageous

Sep 18, 2020

Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.

Roth IRA Conversion decisions have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service rules are followed. (more…)

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What Are Stock Splits?

Aug 24, 2020

Stock Splits Sign
Here’s what you need to know

Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split. (more…)

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Don’t Overreact in August Amidst Volatility

Aug 5, 2020

stock market volatility uncertainty
Understanding Summer Volatility

One of my favorite Wall Street quotes regarding volatility is from Mark Twain, who said:

“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” (more…)

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Corporate Executive Insider Trading to Watch for

Aug 3, 2020

Buy Sell Stocks Dice
A Look at “insider” trading

To some, the buying and selling of a company’s stock by corporate executive officers and directors can be an indicator of Wall Street sentiment.

In July 2020, the ratio of companies with executive buying compared with executive selling touched 0.27 – the lowest level in nearly 20 years.1 (more…)

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Starting a Roth IRA for a Teen

Jul 31, 2020

Roth IRA
This early financial decision could prove helpful over time.

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. (more…)

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What is Reg BI?

Jul 20, 2020

Regulation Best Interest Sign
A Look at Regulation Best Interest

Recently, you may have heard that financial industry regulators established a new set of rules designed to guide investors who work with an investment professional. This new set of rules is called “Regulation Best Interest” rule, known colloquially as “Reg BI.” 1 (more…)

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Market Behavior and the Economy

Jul 8, 2020

Bull Bear Market Question
How can you determine market behavior?

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” Ever heard of economic indicators? (more…)

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An Unprecedented Rush to Cash

Jul 3, 2020

People cramming coins into a piggy bank. Focus on eyes and ears.
When will consumers be confident to start spending some of their cash stockpile?

As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.

The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33% in April. To put that into perspective, it’s the highest number since the Bureau started tracking personal savings in the 1960s.1 (more…)

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Market Timing and Your Investment Strategy

Jun 29, 2020

stopwatch stock market time
Don’t miss out on the “good days” while trying to avoid a “bad day”

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to  try timing the market. (more…)

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More Insights

Sep 30, 2020

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation. In the past, the Fed said it would consider adjusting bond market short-term rates when inflation approached 2 percent. But in light of 2020’s many challenges, the Fed’s new policy may allow inflation to … Continue reading “The Bond Market Listens When the Fed Talks Inflation”

Sep 28, 2020

A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1

Sep 25, 2020

To some, this may hardly feel like an economy headed for a bright future. But don’t tell that to home builders. Builder confidence in August jumped to an eye-popping 78 in August, according to the Housing Market Index courtesy of the National Association of Home Builders. To put that number in perspective, anything over 50 … Continue reading “Home Builders Confident in Economic Rebound”

Sep 23, 2020

When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the fact that women typically live longer than men, retirement money for … Continue reading “Women Facing and Conquering Retirement Challenges”

Sep 21, 2020

Football is back, which means Summer is coming to a close, days will get shorter, and sweaters will soon be in play. This year, there was no pre-season, so professional football started in September, which coincidentally, is a perennial month for stock market volatility.1

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