Pandemics, Social Unrest, The Election, and Your Money.
As I write this, I have just filed my 2020 tax return and paid my tax bill. I am thinking about what taxes will be like in the coming years,…
What The Care Act Means For You
In response to the unfolding COVID-19 global pandemic (as the US this week surpassed China as the country with the most confirmed cases in the world), the President has signed…
Market Update: Into Bear Territory
Despite a nice recovery day on Tuesday, it now appears that the investment markets are in full panic mode, the result of the World Health Organization declaring the Covid-19 virus…
SECURE Act Going Into Law
You can be forgiven if you have forgotten the mild hoopla in the press last May, when the U.S. House of Representatives passed something called the SECURE Act (Setting Every…
Women and Diminished Retirement
Prepare not to be surprised. The annual retirement saving and spending survey conducted by the fund company T. Rowe Price found that U.S. women, in aggregate, lag in terms of…
Same Song, 307th Verse: Yesterday’s Market Volatility
Yesterday, for the 307th time in the last 100 years, the stock market fell by 3%. The S&P 500 was off about 86 points, to 2,840.60, and DJIA dropped 800.49…
The SECURE Act Will be Making Some Tweaks to Retirement
While partisan politics rage everywhere in sight, the U.S. House of Representatives quietly—and nearly unanimously—passed a bill that would reform various aspects of America’s retirement laws. The Setting Every Community…
China and USA relationship.
Win, Lose, or Tie
The trade war between the U.S. and China seems to be escalating lately—but is there any way of telling who’s winning? A recent article on bloomberg.com provides a scorecard of…
With an Inverted Yield Curve, Is it Time to Worry?
There’s almost zero chance that you missed the alarmist headlines on Friday about the inverted yield curve, which (you probably also read) inevitably signals an upcoming economic recession. So the…
A Look at “Normal” Volatility
Buried in a recent report by Fidelity Investments was some remarkable news. Last summer, the mutual fund and retirement plan provider noted that there were more than a million people…