Dec 21, 2021
Over the last 20 years, each of us has read at least one self-help, success, financial freedom or empowerment books. It seems that each year there is a breakout theme or idea that dominates the bestseller lists. Here are 20 key success topics or themes for 2022.
Dec 14, 2021
Legislation passed this year may raise the top individual tax rate up to 39.6%, from 37% currently, for taxable income above $400,000 for individuals and $450,000 for married couples. If you add in the Obama taxes and state tax, you can reach 50% or more in places like New...
Aug 3, 2021
In the last few years, exchange-traded funds (ETFs) have expanded dramatically. From focusing on sectors to targeting regions, each type of ETF now can strategically solve problems for investors and money managers. These days there are commodity ETFs, leveraged ETFs, and...
Jun 21, 2021
In this time of uncertainty and inflation, here are some economics ideas on investing and hedging against inflation.Long term bond yields generally signal inflation or bond yields may move higher with inflation.Inflation creates lower bond prices or values.Corporate ETF...
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...