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Monthly Market Brief: June 2021
US Stocks The equity market followed up a very strong April with modest advances in May. The rally just keeps on chugging. Between rising stock market prices and a red-hot housing market, Americans...
Week of May 31st Weekly Happenings: Aging Like Fine Wine
A single bottle of 1992 Screaming Eagle California wine set a world record $17,625 (Canadian Dollars) at auction last week.[i] So it’s not just the housing market that is en fuego. Many assets are...
How Do I Minimize Estate Taxes?
“The estate tax is only for the rich.” Yeah, right. What if I told you that you were rich! Many Americans are surprised when they add up their assets. Combine retirement accounts, real estate,...
Week of May 24th Happenings: Start ‘Em Saving Young
The Wall Street Journal had an article last week detailing Fidelity Investments’ push to get teenagers involved in trading and investing.[i] The Boston-based asset manager was once known for its...
I Haven’t Saved for Retirement
Building a retirement nest egg doesn’t happen overnight. Through habitual saving and proper investing, you slowly grow your net worth through time. Many investors are initially enamored with the...
Week of May 19th Happenings: Preparing for Higher Prices in Retirement
Any boxing fans out there? A quote attributed to Mike Tyson goes something like, “everyone has a plan until they get punched in the face.” Whether Iron Mike really said this is not 100% certain, but...
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