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On Jan. 30, the Federal Reserve finally admitted it made a big mistake, but did the U.S. central bank take too long to realize it? The Fed tightened monetary policy aggressively in 2017 and 2018. In September 2018, it ratcheted up the rhetoric, telling investors to expect a series of interest rate increases through 2019. […]
The Fed will continue to tighten monetary policy, the economy will continue to slow and earnings growth will continue to decline. The real question is, “By how much?” I warned last spring that we were in the late stage of the economic cycle, and for several months have said we’re past peak growth. Investors began […]
There are two tools available for passing the bulk of your legacy to others, and the best choice for one person might not be a good choice for another. The foundation of your estate plan can be either a will or a trust, usually a revocable Living Trust. They’re not exclusive. Most estates have both […]
The markets now seem to realize what the Fed has been up to, but the markets probably still are behind the curve. Investors as a group made two of their recurring mistakes during most of 2018. They projected that the recent past would continue indefinitely, and they focused on short-term news, or noise, instead of […]
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
The October decline in stocks was triggered by hawkish messages from an array of Federal Reserve officials. The first remarks were from Fed Chairman Jerome Powell, who said in an Oct. 3 interview on PBS that “we’re a long way from neutral” in monetary policy. Powell said the economy no longer needed the extremely low […]
The Tax Cuts and Jobs Act changed the tax rules for many people. While most of the provisions are beneficial, many people are unaware of some key changes and may end up paying higher taxes than necessary. In the latest online seminar for my Retirement Watch Spotlight Series, I’ll identify the seven tax planning mistakes […]
Here’s one view of what the next financial crisis could be like. It’s from the chief quantitative investor at J.P. Morgan and is part of a series of essays the bank is putting out to mark the 10th anniversary of the financial crisis. He forecasts the crisis is likely to be more volatile and worse […]
In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]
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