HerestoyourWealth

With the stock market hovering near all-time highs, one would think investors are full of investing confidence. However, as has been the case since the financial crisis of 2008, the… Read More

Typically, most investors are concerned about the rise and fall of the stock market. Daily stock market monitoring on the major business news outlets adds to a hyper short-term focus… Read More

Roth IRA’s, subject to certain conditions being met, allow for tax-free growth and tax-free withdrawals. As a result, they have justifiably gained tremendous popularity over the years, and a lot… Read More

2020 has given us a formidable reminder of what volatility feels like. If you’ve been able to persevere as an investor, you are now enjoying the U.S. stock market’s all-time… Read More

It seems everyone is speculating on which will be better for the U.S. stock market: the re-election of President Donald Trump or the election of former Vice President Joe Biden… Read More

Thirteen years ago last month (June 2007), the Fed Funds interest rate peaked at 5.25% and since then has been steadily declining. Apart from one short rate hike cycle in… Read More

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. At the market bottom, things looked dismal, and many stock and… Read More

As any investor knows, the COVID-19 virus has recently put the stock market on a vicious roller coaster. After a quick and severe drop of almost 40%, as of April… Read More

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The… Read More

Thus far in 2020, the U.S. stock market is off to a virtually uninterrupted, positive start. There are legitimate reasons for stock investors to be optimistic, including an expected increase… Read More

The 2017 passage of the Tax Cuts and Jobs Act added accommodative fiscal policy to the already expansionary monetary policy instituted by the Federal Reserve (the Fed). Such dual economic stimulus… Read More

Financial planning is very unique to each individual and specific advice will vary for each person and situation. Sometimes in our practice, we offer guidance that runs counter to popular… Read More