You may be tempted to change your investments around due to the perceived riskiness of the stock market during an election year. However, that would not be in your best interest. Volatility of Stock Market During Election Years For whatever reason, it feels like the stock market is more risky in election years […]
How to Handle Your Investments in an Election Year Read More »
Last Updated: 5/28/2021 It’s no surprise that our country’s debt continues to rise at unparalleled levels. Currently our nation’s debt is $28.3 trillion and rapidly rising. And further talks of economic stimulus will only push the debt higher. This could create serious implications for us as citizens and you need to be prepared. I recently
Implications of Our Country’s Debt – and What You Can Do Read More »
On Friday, March 27th, President Trump signed into law the historic $2 trillion stimulus bill (aka The CARES Act – Coronavirus Aid, Relief, and Economic Security Act). Below are highlights of this bill and how it affects everyone, including small business owners and retirees. 1. STIMULUS PAYMENTS: Individuals whose adjusted gross income (AGI) in 2019 (2018 numbers
Summary of CARES Act Stimulus Bill Read More »
Last Updated: 5/28/2021 In today’s blog post, learn 3 reasons why it may be advantageous for you to start converting some of your IRA to a Roth IRA (known as a Roth IRA Conversion). Doing so could significantly improve your net worth and protect you from an uncertain political future.
3 Reasons to do a Roth IRA Conversion Read More »
Earlier this year, some of you had the fortune of hearing Weston Wellington from Dimensional Fund Advisors speak on Redefining Investment Advice. In this article he shares how US small company stocks have outperformed US large company stocks since the election. This recent situation helps illustrate that returns happen quickly, unpredictably, and with large magnitude.
A Vote for Small Cap Stocks? Read More »
Perhaps you’ve been wondering why the stock market has been doing so well since the Presidential election. Leading up to the election, it was widely expected that Hillary Clinton was going to win. Virtually every poll showed this. Then when it seemed that Donald Trump was poised to win, the stock market moved downward very
Post-Election Market Performance Read More »
Making investment decisions based on the outcome of presidential elections is unlikely to result in reliable excess returns for investors. At best, any positive outcome will likely be the result of random luck. At worst, it can lead to costly mistakes. Click here to read more. If you’re new to our blog and wish to
Presidential Elections and the Stock Market Read More »
Friday, June 24th was one of the most volatile days we’ve seen in the Stock Market since 2008. The US Market (S&P 500) was down about 3.50% and the International Market (MSCI EAFE) was down around 8.50%. All of this happened in one day and was a result of Britain leaving the EU (European Union).
Last week, President Obama signed a budget bill that included significant changes to Social Security. There were essentially two loopholes in the system that allowed people to claim more Social Security income than they would have otherwise. These were known as the File and Suspend Strategy and the Restricted Application Strategy. The File and Suspend
Significant Social Security Changes Read More »
