Investments

The Yield Curve Inverted! What Should Investors Do?

The Yield Curve Inverted! What Should Investors Do?

You have probably read the headlines last week about the inverted yield curve and the inevitable doom and gloom of the next economic recession. While we don't take the current news lightly, given that the Dow Jones average finished down 800 points the same day the yield curve inverted, our stance on the matter is pretty simple…

Midyear 2019 Economic Update

Midyear 2019 Economic Update

There is no doubt that we are now in the late-cycle phase of the expansion. Several months ago there was a real fear that the end was here, but concerns over a global recession have lessened. While we are seeing slowing in some quarters, the underlying economic fundamentals remain strong. We may be near the end of this expansion…

What Should You Do During A Stock Market Decline

What Should You Do During A Stock Market Decline

The markets took a big dip early this week, reacting to fears of potential trade wars and an economic slowdown. After the Dow lost nearly 800 points, investors are understandably nervous. If you are worried about your retirement accounts, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.

Ask An Advisor Series - Retirement and Investments

Ask An Advisor Series - Retirement and Investments

Should I rollover my 403(b) into a 401(k) or IRA? How can I buy oil as an investment? Which is the most tax-friendly account to distribute from? Should I use lifecycle funds or choose my own investments within my company's retirement plan? I recently inherited some annuities, is there a way to put a "floor under the market" to protect against a downturn in the stock market? 

Ask An Advisor Series - Individual Retirement Accounts (IRA)

Ask An Advisor Series - Individual Retirement Accounts (IRA)

How does a Roth IRA grow over time? Think of the Roth IRA itself as a shield around your money that provides tax-deferred growth and then when you go to retire you can take out all of the growth and contributions tax-free. The avoidance of tax is not available had you just invested with after-tax dollars and did not own a Roth IRA. 

2018 Economic Outlook: Are We Approaching a Market Bubble?

2018 Economic Outlook: Are We Approaching a Market Bubble?

Maybe there is a valid basis for the lack of confidence going into 2018. This article looks at some of those reasons, as well as other key factors driving our economy along its current path. Furthermore, I offer my interpretation and what it could mean for investors and the economy going into 2018. My goal is to give a balanced perspective so that you, the reader, understand the logic behind the arguments being postured in Washington DC and in the media.

A $1-Trillion Shift and What You Should Know

A $1-Trillion Shift and What You Should Know

Mutual Funds, index funds, or ETFs -- which is better? With $1-trillion flowing from actively managed mutual funds to passively managed index funds and ETFs, the answer may seem obvious. However, like most things in life, these numbers need some context before understanding the reasons for the recent shift in investor behavior. 

To love, or to hate annuities? That is the question

To love, or to hate annuities? That is the question

An annuity in its most basic form is a guaranteed income stream from the insurance company. Did you know that the social security check that we all hope is around by the time we retire is an annuity? Remember the glory days of when everyone retired with a secure pension? Those are annuities too. Then why do advisors and investors have such a serious love or hate relationship with annuities? The reason is a lot of these products have been misrepresented by commission hungry investment reps.