Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally friendly investment strategy, there were very few choices. One or two companies offered “green” mutual funds that invested in...
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A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each month, all eyes have been glued to the monthly CPI (Consumer Price Index) and inflation number. At one point...
What to Expect in the Future From the Federal Reserve? The Federal Reserve met this month for their second meeting of the year and raised rates by 0.25%. The Fed will meet 6 more times this year and announced...
“Success seems to be largely a matter of hanging on, after others let go.” – William Feather Winners don’t quit the stock market. Period. Investors always win over the long term. It’s quite easy to see in the chart,...
No one ever sets out to invest money and have it end up as a loss, but over time, most investors will end up with some winners and some losers. A strategy called tax-loss harvesting is a way to...
Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s the weather, or to be closer to family and friends, and for others, the pandemic is re-shaping where they...
Pandemic Relief Acts There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus Preparedness and Response Supplemental Appropriations Act Families First Coronavirus Response Act CARES Act PPP and Healthcare Enhancement Act Consolidated...
The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money. Second rule,...
Although the CARES Act’s $2 trillion allocation to the economy has been compared to President Obama’s 2009 American Recovery and Reinvestment Act, the more recent measure should be thought of as a relief effort, rather than economic stimulus. CARES is...