Occasionally, a client will read an article and raise the issue of annuities, especially if they read that they’re safer than the stock market. Or have guaranteed returns. The subject of annuities, however, is somewhat complex, so I’ll try to keep it simple while answering the real question: Should you consider one?
Over the years, many clients have shared the challenges they’ve faced after being laid off later in life. One by one, they came to realize that it’s a lot tougher to land a job in their 50s than it was when they were younger.
Raise your hand if you remember the “Is it live, or is it Memorex?” commercial? Change a few words, and that’s how you should consider emails you receive that ask you to enter personal information: Is it real, or is it a scam?
Now that I’m semi-retired, I’m on the prowl for rewarding activities to fill gaps of time in my days. Where can I contribute skills I’ve acquired over the years? Who wants to hear from this (gently) aging genius?
JP Morgan has released its latest stack of fascinating charts reflecting the current state of the economy and the stock market. We thought we'd share a few of our favorites.
Occasionally, we receive questions from clients about cryptocurrency. Clients either want to own some or ask if it should be included in their portfolio. We’re very consistent in our response, so we’ll share our thinking on the subject.
Admittedly, this has been a tumultuous year for investors. And when I say investors, I’m referring to anyone who invests hard-earned money into the stock market. Or the bond market. Or any other market you can name. But if we’re going to be honest with each other, what year hasn’t felt like a tumultuous year to be an investor?
JP Morgan has released its latest stack of fascinating charts reflecting the current state of the economy and the stock market. We thought we'd share a few of our favorites.
Summer’s here! Time for sunshine, cookouts, and pretending your lawn doesn’t need mowing every three days. But amid the fun, there’s one thing that often gets left out of the summer checklist: homeowners insurance.
The other day, I saw the UPS truck stop at the end of my driveway, so I opened the door to receive whatever was about to be delivered. I casually asked the driver how he was doing, and he replied, “Not so well.” The conversation then led us to politics, politicians, and policies.