12|20|2018
4 Social Security Considerations
This is not your parent’s Social Security! Tread lightly before initiating benefits. Here are four considerations before deciding on the timing for social security benefits: Longevity: Look at your...
12|18|2018
Nothing but Bears | December 14, 2018
The Bears have dominated for the first time since 2011! And no, I’m not talking about the ones in Chicago! Europe Concerns in Europe were wide spread last week....
12|17|2018
Leading Indicator Watch | December 14, 2018
Words we are tired of at the office: Tariff and volatility. Before I publish my weekly blog, Market Thoughts, let’s look at the leading indicators to wrap up the...
12|14|2018
3 Keys to Retirement Planning
Retirement planning should not be taken lightly. Consider for a moment having to go back to work years after retiring, but having to accept a lower payscale because you...
12|12|2018
Debbie Downer | December 7, 2018
There is always one at the party that talks about their foot fungus and starts a wave of negativity… Debbie Downer visited the Bull Market Party last week! Optimism...
12|10|2018
Leading Indicator Watch | December 7, 2018
When discussing the markets lately, one word >volatility< has entered every conversation. In spite of market volatility, there are still some positives coming out in the form of market...
12|06|2018
4 Benefits of a SEP IRA
When you are self-employed, you have several options in tax sheltered retirement plans. Here are 4 key benefits of using a SEP IRA: First, you may defer income at...
12|05|2018
Ole Reliable | November 30, 2018
Historically, an inverted yield curve has been a reliable indicator of a recession. Is there a reason it may not be as accurate this economic expansion cycle? Ole Reliable...
12|04|2018
Leading Indicator Watch | November 30, 2018
Market volatility continues to be the lead story in the Markets while Consumer Confidence continues to decline. My blog, Market Thoughts, this week will focus on the yield...
11|29|2018
3 Benefits of a Solo 401(k)
When you are self-employed, you have several options in tax sheltered retirement plans. Here are 3 key benefits of using a Solo 401(k), also known as an Individual 401(k):...