Few words characterize today’s financial markets like uncertainty. When the federal government can be switched off like a light, and speeches by Federal Reserve officials cause markets to flip-flop unpredictably, investors are left wondering what they should do. In an attempt to make major market movements work for their portfolios rather than against, some investors attempt […]
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Entries by ajblanco121
This is the time of year we are ensuring our clients have taken the proper Required Minimum Distributions. After you reach age 70 1/2, you are generally required by federal tax law to withdraw a minimum amount from your retirement savings plans each year. These withdrawals are called Required Minimum Distributions (RMDs).
There has been much debate in the news about the Affordable Care Act (ACA) aka ‘Obamacare’ and the effects it will have on healthcare in our country. But what will the impact be for investors and the economy?
Just 10 years ago, most Americans felt confident they’d hang up their hat by the time they turned 60. Now the average working American expects to retire at age 67 due to the housing crisis and credit crunch, among other nest egg busters. Experts are predicting that the trend will continue, thanks to the Great […]
The jobs report that was due out October 4th was delayed due to the government shut down came out first thing this morning. U.S. employers added just 148,000 workers in September, according to the Labor Department, missing expectations for a gain of 180,000 new jobs. Still, the unemployment rate dropping to 7.2 percent, the lowest […]
Fitch Ratings put America’s triple-A credit rating on “watch negative” for potential downgrade Tuesday, saying “the political brinkmanship and reduced financing flexibility could increase the risk of a U.S. default.” It raised concerns that the U.S. may be “forced to incur widespread delays of payments to suppliers and employees, as well as social security payments […]
You may have noticed that markets have been especially volatile in the last few weeks. The S&P 500 dropped 4.5% from its August peak, while the Dow lost 5.4%. Since then, markets have regained their footing and are heading towards historic highs again. However, as we move into fall, many experts believe we’ll face a […]
From 2008 through 2012 investors poured more than $1 trillion in net flows into bond mutual funds, while pulling more than $250 billion from stock funds. But bonds and bond mutual funds are not without risks—including one worth paying particular attention to now: interest rate risk. When interest rates hover near historic lows for extended […]
Markets continued to surge last week continuing a 2 week strengthening from the down market we were in most of June. The first week of July started strong with an upbeat June jobs report coming out and we have seen the growth continue in the market last week following remarks from Federal Reserve Chairman Ben […]
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