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Do You Have A Home Country Bias?
What’s a home country bias? In general, home country bias leads investors to focus on assets with which they are familiar due to geography rather than what may be attractive and appropriate for their portfolios. This bias doesn't just stop at countries - investors...
Hawkish Pause…Now What?
What does a hawkish pause mean for YOU? At the June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening. Since last March, the Fed raised rates ten times from zero to 5%, making this the second-fastest rate...
Why Do Annuities Get a Bad Rap?
Annuities have a bad reputation, but is it warranted? Annuity types vary, but the most common are: Fixed Annuities pay out a specific amount to the payee. Variable Annuities are precisely that – payments vary based on the underlying portfolio’s returns. Indexed...
Private Market Investments
Exhausted by the daily market moves? Last year (2022) was tough; stocks and bonds moved in tandem (negatively) for only the fourth time in history. The S&P 500 and Barclays Aggregate returned negative 18.1% and 13.0%, respectively. On top of that, there were 65...
Fancy Estate Planning Concepts
Do you have an estate tax issue? Here are some fancy estate planning concepts broken down in plain English. But first, let's start with the basics. What's the current exemption? The estate tax exemption will be HALVED in 2026 due to the expiration of the 2017 Tax Cut...
Your 2023 Checklist
It's too early in the year to feel defeated! Once taxes are out of your hair, consider addressing these six items as we head into Q2. Here is your 2023 checklist: High Yield Savings Account What's the interest rate in your checking/savings account? Unfortunately,...
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