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For the period July 1 – July 31, 2024. Executive Summary Volatility returned to markets as investors grappled with mixed economic data, political headlines, second-quarter earnings, and central bank policy meetings. Despite the challenges, the totality of data suggests that the U.S. economy is still expanding, as investors eagerly await the Fed’s next move.
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Perhaps the most confusing element in a financial plan is the estate plan. From the complex legal documents to the challenges of maximizing the legacy left to your heirs, it can be hard for many people to fully wrap their heads around what’s needed in their estate plan.
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We’re big believers in long-term care insurance (we both own policies), but the premiums can be quite expensive. One relatively recent innovation in the insurance realm is the option of converting a portion of the cash value on a life insurance policy into a long-term care policy.
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Are you a financial hoarder? That may sound like a strange question to ask. After all, it’s a good thing to be a diligent saver, right? While it’s good to be a saver, it’s also true that a healthy saving mentality can transform into more of a hoarding mentality if taken too far. Having this sort of mindset can weigh on you, both financially as well as emotionally. Here are three characteristics that financial hoarders tend to possess.
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When it comes to debt, the mantra from some in the financial services industry is “all debt is bad.”
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The end of winter often signals a wake-up call when it comes to our health. After months of hearty soups, fuzzy blankets and generally staying indoors, we start to realize that all of that sitting around can wreak havoc on our bodies.
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The financial crisis is seemingly behind us, and the markets have hit all-time highs in recent months. You might think this would be a perfect setup for some opportunistic investors to hunt for that next “hot” stock, but some evidence reveals quite the opposite: Investors are generally looking for what they deem to be safer, more reliable investments.
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When choosing which types of investments to use, you’ll almost certainly be faced with the question of choosing between active and passive management. Active management seeks to outperform the market by finding inefficiencies in the market. Passive management strives to replicate a certain relevant benchmark. Instead of looking to beat the market, passive management looks to replicate the market while keeping costs down.
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Maximize your retirement potential with smart portfolio management. Learn how diversification, active management, cost efficiency, and tax strategies can help Baby Boomers build a sustainable income stream.
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The Tug-of-War Between the Bulls and the Bears Continues Editor’s Note: The following section was written on April 30, 2020.
