News, Insight and Opinions
Live Sessions: 8/6/20
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- 2 minutes
What are we to make of the continued earnings in the tech sector? And what risk factors should we watch for over the next 12 months?…
Live Sessions: 7/30/20
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- 1 minute
What market impactors should we watch for over the next few weeks? And what's unique about commercial real estate assets?…
Live Sessions: 7/23/20
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- 1 minute
Is it a bad idea to act on speculations over the upcoming election now? And what market areas might benefit from current conditions?…
Live Sessions: 7/16/20
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- 1 minute
What might be in store for the rest of 2020? And how could trade relations with China affect the economy?…
Live Sessions: 6/25/20
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- 3 minutes
How should we react to the surge in coronavirus cases? And should we be worried about the predictions of a bubble in the market?…
Live Sessions: 6/18/20
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- 3 minutes
What should we be doing today to protect and invest in this market environment? And how might the market react to the proposed infrastructure package?…
Live Sessions: 6/11/20
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- 1 minute
What factors led to the recent market upturn? And how does the Federal Reserve affect the stock market?…
Live Sessions: 6/4/20
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- 3 minutes
How do buffered products work? And why is the market still rallying despite recent news? Is higher inflation a possibility?…
Live Sessions: 5/29/20
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- 3 minutes
Is now a good time to pay off debt, or should we take advantage of the low interest rates? And how does "market breadth" impact the market?…
Live Sessions: 5/22/20
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- 3 minutes
With today's market, should we look to invest in indexes or actively managed funds? Are small- and mid-cap companies a good investment right now?…
Live Sessions: 5/15/20
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- 2 minutes
What should we watch for in the coming months? And are negative interest rates a real possibility?…
Live Sessions: 5/8/20
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- 2 minutes
Why the market surge in spite of high unemployment rates? Is now a good time to invest in value stocks, or fixed index annuities?…
Live Sessions: 5/1/20
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- 3 minutes
Should we invest cash now to benefit from a market recovery? Or are there portfolio adjustments that might be prudent?…
Live Sessions: 4/24/20
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- 2 minutes
Why is the market rallying in spite of the economic shutdown? Will we continue to see market volatility, and why?…
Can Tax-loss Harvesting Help You Save on Taxes?
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- 1 minute
How do you harvest losses, and could it save you money? Here are a few things to consider.…
The Rules of Retirement: Made to Fit
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- 2 minutes
Wherever you are on life’s journey, retirement is somewhere up ahead. But how to find the ideal number to save, regardless of financial know-how?…
Caring, for the Long-Term
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- 2 minutes
When planning for future needs, long term care insurance is a wise choice. It’s one way to make life-and the transition-easier on you and your family.…
Sharing Wealth: The Value of Your Financial Know-How
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- 3 minutes
Just like manners and social graces, financial know-how is a learned, studied behavior. And lessons learned along the path—perhaps your path—are always relevant, and deserve to be shared.…
Across the Decades: Financial Advice that Spans the Divide
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- 5 minutes
Whether we want to admit it or not, we all need sound advice. But when it comes to finding reliable financial advice, the source plays a key role.…
Maximizing Potential
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- 2 minutes
A Roth IRA is a solid investing option to look at when retirement planning. Especially if you’d like retirement savings that can be accessed tax-free.…
Balancing Act
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- 6 minutes
Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…
