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What’s on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, October 14, 2020

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

 

Wednesday, October 14, 2020

It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...

 

Wednesday, July 1, 2020

True Alpha Wealth Management is pleased to announce that Tyler R. McKean, CEPA, AWMA®, Steven H. Hafner, AIF®, and Kylee O'Neil, formerly of UBS Financial, have joined the firm. The expansion of True Alpha Wealth Management...

 

Wednesday, June 24, 2020

Stocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown.The Dow Jones Industrial Average rose 1.04%, while the Standard &...

 

Wednesday, June 17, 2020

Investor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve.The Dow Jones Industrial Average...

 

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Tuesday, June 9, 2020

A positive jobs report sent stocks soaring last Friday, capping a solid week as evidence of a global economic recovery outweighed concerns over civil unrest and tensions with China.The Dow Jones Industrial Average jumped 6.81%, while...

 

Tuesday, June 2, 2020

The shortened week, which began with a powerful two-day rally of trading, was enough to drive the markets into another week of solid gains.The Dow Jones Industrial Average rose 3.75%, while the Standard & Poor’s 500 advanced...

 

Monday, June 1, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...

 

Monday, June 1, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...

 

Thursday, May 21, 2020

Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell’s unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%, while the Standard...

 

Wednesday, May 20, 2020

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

 

Thursday, April 30, 2020

As Congress receives more pressure to pass a second stimulus, this time savers need some extra protections to ensure their retirement and debt repayments don't come under threat. https://www.forbes...

 

Tuesday, April 28, 2020

For many of us, our house is our biggest investment and asset. Consider these facts: According to the National Association of Realtors, the median existing-home price is approximately $280,000. Assuming at least 20% down, that...

 

Tuesday, April 28, 2020

US oil is suffering unprecedented distress, as demonstrated by the benchmark West Texas Intermediate (WTI) crude price crashing into negative territory. This is a “triple blackswan” of an oversupply of oil driven by Opec...

 

Tuesday, November 6, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...