Category Archives: Uncategorized

The Trade War that Isn’t—Yet When most of us hear talk about something described as a “war,” we intuitively recognize that there could be very unpleasant outcomes on all sides.  Wars have one thing in common: there is seldom a … Continue reading →

Several items that everybody seems to be overlooking in the recent budget deal signed by President Trump are potentially-significant changes to how Medicare is administered. First on the list is the elimination of Medicare’s independent payment advisory board, authorized under … Continue reading →

Sunny Weather Forecast Economists and traders pay a lot of attention to something that probably doesn’t keep you up at night: the FOMC Minutes, or, in English, the summary of the discussion among decision-makers on the Federal Reserve Board, known … Continue reading →

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 your … Continue reading →

Perspective on Today’s Market EventsPerspective on Recent Market Events It looks like the U.S. stock market will finally get something that happens, on average, about once a year: a 10+% percent drop—the definition of a market correction.  The last time … Continue reading →

  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 →

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 →

  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 →

  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 →

  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 →