Category Archives: Uncategorized

Retirement gender differences

  You may have read that women are far more likely to face poverty in retirement than their male counterparts—but you may not realize just how big the disparity is.  In fact, women are 80% more likely to fall into … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Strategies for Claiming Social Security

Claiming social security benefits is more than a rite of passage for the retiree.   It is actually one step in an overall strategy, that if not calculated into the entire retirement resource strategy, you may be leaving money on the … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Investments need to outpace inflation

  Inflation Impact We all know that inflation gradually erodes the value of our dollars, and you’re probably aware that this is one of the main reasons for investing in the stock market.  If you hide your money safely under … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Bank of Japan’s 75% ownership of ETFs and rising

  False Positive? We’ve all heard about as much as we can take about the U.S. Fed’s multi-part QE program, and similar stimulus programs instituted by the European Central Bank.  What they mostly have in common is the purchase of … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Value of rebalancing portfolio – a very good idea

  Why Rebalance? You probably know that your investment portfolio is being rebalanced on a regular basis, but you might not know why.  Is it for higher returns?  Do we rebalance in order to maintain the agreed-upon balance of investments … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

The Senate weighs in on tax reform

  Senate Tax Bill   The U.S. House of Representatives passed its proposed tax “reform” bill last month, and now the Senate has followed suit.  Interestingly, the two bills are different enough that the two sides are going to have … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Not-so-social side of social media

  The Antisocial Side of Social Media Have you ever wondered whether social media was having a positive or negative impact on our mental well-being?  The American Academy of Pediatrics has issued a warning about the negative effects of social … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment