MUTUAL UNDERSTANDING: Which category do your mutual funds fall into?
Overview If it seems like “everyone” owns a mutual fund in their portfolio, you may be on to something. In 2022, 68.6 million households (or 115.3 million individual investors) owned mutual funds, according to a survey by the Investment Company [...]
Protecting Your Assets
Regulations provide protection after a brokerage firm closure Overview Silicon Valley. Signature. Credit Suisse. Deutsche Bank. In early March, several large financial institutions buckled under the combined weight of too many depositor withdrawals and varying levels of mismanagement. The banking [...]
Does My Advisor Get Me?
What is it you expect from your Financial Advisor (even if YOU are your financial advisor)? How do you know when they (or you) are doing a good job? An expert financial advisor is able to leverage skills and experience [...]
This Week’s Market Review: August 5th
OVERVIEW: 1. The recent global stock market selloff has been the highlight of the week. 2. Current macro-economic backdrop and areas we currently favor... 3. The FDA's approval of Guardant Health’s Shield™ liquid biopsy test marks a significant advancement in colorectal cancer [...]
Retirement Savings Strategies
Preparing and Planning to Minimize Taxes in Retirement While taxes are a fact of life, the amount you pay is NOT. Having a fixed income doesn't mean your taxes will be fixed at the same bracket or amount annually. How [...]
Pink or Blue Money? (expanded)
Pink and Blue Money is a broad description of how men and women generally tend to handle their financial affairs based on several factors: cultural patterns, differences in financial risk due to life expectancy, view of risk, financial experience and [...]
