Don’t Fear the “Taper”
Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Don’t fear it.
Are Higher Education Expenses Tax Deductible? A Reminder
Parents and grandparents of high school students have a wistful feeling about the child they’ve watched grow up, as well as concerns for what lies ahead.
Next Phase of the Business Cycle
The economy has officially surpassed pre-pandemic levels after the sharpest recession and recovery in history. That this took place in less than a year and a half is not only remarkable but has also created opportunities for investors.
Value vs. Growth: What’s the Difference?
I’ve written about this subject at least a dozen times over the years, but it’s always worth revisiting the subject of Value vs. Growth now and again. At different periods of time, the stock market appears to favor one of two stock types – value stocks or growth stocks.
Markets Hit a Rough Patch
As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more.
Yes, Diversification is Your Friend
You have heard us say it time and again. One of the keys to long-term investing success is (cue the drum roll) … diversification!!
5 Things to Watch in the Second Half of 2021
2021 has been a historic year for the economy and stock market. Economic activity is recovering at a once-in-a-lifetime pace as businesses expand and consumers spend.
Quarterly Market Review and Commentary – July 2021
Please find below our quarterly market review and commentary for the 2nd quarter of 2021. This is a new format – we hope you find it helpful.
A Tale of Two Infrastructure Deals
After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works.
The FAFSA Filing Deadline Is Approaching
Have you filled out your child or grandchild’s Free Application for Federal Student Aid (FAFSA) yet? The deadline Is approaching.
Which Digital Payment App Is Right For You?
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the payment options are growing.
Schwab Bank Pledged Asset Line® – A Flexible Credit Solution
As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit.
How Record Housing Prices Influence the Market
One of the beneficiaries of the lockdowns and social distancing measures of the past year has no doubt been the housing market. It is well known that many flocked to the suburbs, moved to warmer climates, and traded up their homes during the early stages of the pandemic.
So the Economy is Soaring, Let’s Dissect It
Economic growth is heating up as consumers spend more, businesses ramp up activity, and record amounts of government stimulus flow through the system.
What Are SPACS, and Should We Invest in Them?
The financial press has generated excitement and controversy over the increase in SPACs (Special Purpose Acquisition Company).
