Do You Have an Investment Strategy for 2019?
Wednesday, January 02
Happy New Year!I hope everyone had a wonderful holiday season with family and friends. With the first of the year upon us, it’s time to begin thinking about your investments for the upcoming year and how to invest your money with worsening market conditions on the horizon.Last month, I mentioned ...
End of Year Financial Planning: A Look at Your 2018 Portfolio
Monday, December 03
Happy Holidays! This month is the season of giving and lots of people begin making their end of year contributions to charities, religious organizations, and more. It’s also the time when investors begin reviewing their investments from the course of the year and analyzing their returns.In this m...
Are Your Investments Protected in the Age of Rising Interest Rates?
Thursday, November 01
Since 2015, the Fed has increased rates from 0-0.25% to the current 2-2.5%, and they are expected to continue increasing (possibly 5 more times) to around 3.25-3.5% by early 2020. Prior to the 2008 recession, interest rates were much higher, but over the past 8-10 years, the economy has experienc...