Here’s what we are up against: leading economic indicators are signaling imminent danger, the housing market has drastically cooled off, and the Federal Reserve is committed to ensuring we don’t repeat the economic environment of the 1970s. “Besides that, Mrs. …
2022 was an incredibly difficult year for the economy and the markets. In fact, it was the worst year for US stock markets since 2008. Rapidly rising interest rates meant that there were few places to hide as an investor, …
There is a lot of misunderstanding when it comes to estate and gift taxes. Over the last few years, the law in New York State has changed significantly. What follows are questions and answers on some of the most common …
While not superstitious, even-numbered years have been much less friendly to investors than their odd-numbered siblings lately. We all know what happened in 2020, even though the year ended positively. Before that, 2018 featured a 20% drawdown, right before Christmas, …
It has certainly been one of the dominant themes we have repeatedly heard on some level while talking …
The bank …
It’s important to consider whether the advisor works for a company with proprietary products to sell.
One of the most popular New Year resolutions is to get your financial house in order. Understanding your finances, learning about the steps you …