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Featured Articles

The Mid-Year Stock Valuations Process Says…

I work with First Trust and the economist there is Brian Westbury. I have been relying on his research and POV for a long time now and here are my notes from a recent discussion about the stock markets outlook. Many are convinced that a US stock market correction, or even a bear market, is inevitable. So, when the S&P 500 was down 1.6% last Thursday, there was some suspicion it had arrived. The S&P 500 rebounded and hit a new all-time high on Friday. Being bearish on equities has not worked for a long time. This does not mean

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Longevity Risk

Almost all of the numbers that you would really like to know when you are planning your retirement are completely unknowable. We have no way of knowing what the returns of the stock market will be. We don’t know how tax rates will change over the course of the next few decades. Inflation, especially health care inflation, is a big black box. But there’s an even more fundamental number that we often don’t even think about – our own longevity. Your life expectancy isn’t always the most uplifting topic to discuss, but it has an absolutely mammoth impact on what your

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The Answer to, “How Are They Gonna Pay for That?”

May I introduce you to “Sensible Taxation and Equity Promotion”…aka For the 99.5% Act. You may want to know who is promoting this for our benefit – Senators Chris Van Hollen (D-MD), Cory Booker (D-NJ), Bernie Sanders (VT), Sheldon Whitehouse (D-RI), and Elizabeth Warren (D-MA) – co-introduced this March 29th. Two key components of the STEP Act are the taxation of unrealized gains upon the transfer by gift, in trust, or at death of certain property and the taxation of assets held in trust every 21 years. If enacted, the STEP Act also would require additional disclosure to the IRS

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Investing Intelligence?

Of course, intelligence doesn’t always translate into wise behavior. Studies of behavioral finance have found the human brain is more interested in survival than saving. “It turns out that, when it comes to money matters, we are wired to do it all wrong. Our brains have evolved over thousands of years to focus on short-term survival in a dangerous world with limited resources. They were not designed for today’s optimal financial behaviors,” wrote financial psychologist Dr. Brad Klontz, a CNBC contributor. No one knows how the COVID-19 pandemic will be remembered over time, but it appears to have influenced the

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