You may have heard a lot of talk about the yield curve inverting at the end of March, and what that could mean. Historically, an inverted yield curve has often signaled an upcoming recession. I’ll talk about the most recent inversion later, but first, here are some definitions to keep in mind. What is a […]
Approaching Retirement: Prepare Your Portfolio
When you’re coming up on retirement within the next five years or so, it’s a good time to think about adjusting your allocations. The way you manage your investments now should change to reflect a more conservative investment approach. It’s also important to note that right now, interest rates are in an inverted yield curve. […]
Accumulation Phase: Plan Your Retirement Allocations
Your accumulation phase is the time in your life when you’re working, saving and preparing for retirement. It comes before the distribution phase, which is when you begin accessing the funds you set aside for retirement. Your portfolio should be fluid, adjusting for each phase of your life. This article will give you a general […]
Smart Money Moves to Make in a Down Housing Market
The 2019 housing market is probably best described as a standstill. There are less homes on the market, higher interest rates than in past years, and more people are staying right where they are. But just because there’s not much action in the housing market right now doesn’t mean you can’t capitalize on current opportunities. […]
Did You Receive a High Tax Bill? How to Avoid it Next Year
The Tax Cuts and Jobs Act probably made your tax bill look a little different this year. But if you ended up owing a lot more than you were expecting, you’re not alone. Changes in deductions and tax credits had a massive impact on some taxpayers. If you are one of them, there are steps […]
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