“Where does the money go?” That’s a great question and an important one for financial planning
Bond yields continued to rise and the red-hot equity market took a pause.
Many of you either have or will complete your taxes soon. Check out this blog post for a summary of the key drivers of Form 1040.
Everything was fine until “that” happened. What is “that”? Rising rates.
A new year, new Senate and a lesson in stock settlement collateral drivers and requirements.
“I know orders are due today but I need 20 more boxes of Thin Mints. I can just pay you when the cookies are delivered, right?” – the frantic last minute cookie order.
Welcome to 2021! A new year brings new opportunities… and the resumption of Required Minimum Distributions (RMDs). With the combination of the SECURE Act in late 2019 and RMDs having the “R” dropped for 2020, I thought it would be helpful to provide a refresher on all things RMD.
The 2020 returns for three US large cap indices do a nice job of summarizing the wide dispersion of performance within a single asset class – 47%, 16%, 7%. Can you guess the three indices?
During this time of year, the excitement and innocence of youth abounds. But it is also present year-round. After the holiday season passes and the grind sets in, continue to recognize this and encourage them accordingly… but without “measuring you by the yardstick of my own years.”
November saw one of the strongest monthly equity returns in a very long time. For US small caps, the strongest. The election dominated the first part of the month but the key driver occurred the following three Mondays with very positive news on COVID vaccines. Hello 2021!
This is my fourth and final blog post on COVID data. Similar to my first post in early April and subsequent posts, the intent is to provide graphs of key metrics for context. Similar to my last post in mid-July, I will end on the exciting developments of promising vaccines.
The first part of October continued the strong rally from late September but peaked on October 10 weekend. Most equity indices ended down but small caps and emerging markets held on to gains. Technology definitely ended down.