Learn which investment strategies yield the best returns and the lowest tax implications in accordance to your current situation.
It’s early April 2020, with the Coronavirus inspired market meltdown well under way. The broader US market (the S&P 500) is down almost 30%! Clients and friends are asking me, “Is this a good time to sell my investments?” Emotions an Fear play out when markets react To be a good investor, one must learn…
We have seen ups and downs in the financial markets so those investments are seeing volatility that some have not endured in the past. Now is the time to stay focused for the long term. Maintain your Focus on Investments We see the fluctuation of the markets due to the pandemic of Covid 19 Virus….
Stay the course People are worried right now about their Investments. The most important fact to remember about your investments, whether in real estate or stocks, is there are always a buyer and a seller. BUT, fear and greed come into play. When I joined the financial industry in 1986, the markets were in good…
What is your Investment Strategy when selecting a mutual fund? It is easy – if you know what you want to see in the fund!
What is Home Equity?
Specialty funds typically offer higher risk and lower returns to the investor looking for the “next big thing”
Plann ahead as you edge towards age 71
Photographer: Alexander Mils | Source: Unsplash There’s a lot being said about Deferred Sales Charge Fees (DSC) on Mutual Fund purchases. While certain key parties in the financial world are against them, I happen to think they are a good thing. Allow me to make my case. How Great Investors Differ From Average Investors Who…
Should I buy life insurance protection? The answer is that it depends. Read on to see this strategy at work.
Independent Financial Advisors need to know what changes are coming in fee structures as of Nov. 1
