Apr 16, 2021
Spring is definitely in the air. People are out and about again. Several states are lifting mandates. Families are spending money at local restaurants again. Many of the retired and elderly that I know are celebrating their new freedom after receiving their vaccines.With...
Apr 16, 2021
There are several key issues in wealth management that are notable. Let's review these futurist ideas and concerns.Estate tax rules are probably going be changed this year. Many will give millions each to children and grandchildren this year to avoid estate tax and gift...
Mar 8, 2021
With the technology sector growing so fast last year, many advisers have urged their clients to engage in an asset-allocation process to lower their risk exposure to the technology sector, particularly if they are getting closer to retirement. Over the past few months, many...
Jan 10, 2021
The Dow is composed of more value stocks than growth. Value stocks are positioned for continued growth. Also, 40% of the S&P Company income comes from offshore business activity.There are 7 billion people on earth and 3.5 billion are under 30 and who must buy the products...
Dec 14, 2020
We are coming into a new year. Having a resolution is not necessary, but I am providing 10 money related ideas for you to consider for your own financial freedom and peace of mind. I learned these ideas from some of the greatest authors of our time.
Dec 8, 2020
With the technology sector growing so fast, many advisers have urged their clients to engage an asset allocation process to lower their risk exposure to the technology sector, particularly if they are getting closer to retirement. If you analyze high-yield value stocks and...
Dec 3, 2020
If you analyze high-yield BDC (Business Development Company) stocks and BDC related ETFs, many have come up in price since the “COVID stock market correction” but some BDC related stocks are still trading far below their 52-week highs yielding amazing income.
Nov 19, 2020
If you analyze high-yield REITS and REIT ETFs, some have snapped back since the COVID market correction and some have not.