Crises pass, and markets eventually regain equilibrium. Provided by Reeve Conover – Conover Consulting We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those who race to the sidelines and exit equities may regret the choice when crises pass.
Weekly Economic Update
Click on the image to view this week’s economic update.
Translating Stock Market Jargon
The meaning behind some of that Wall Street lingo. Provided by Reeve Conover – Conover Consulting Have you ever been confused by the jargon used on Wall Street? Perhaps it is time to translate some of those esoteric stock market terms into plain English.
Robo-Advisor vs Human Advisor
If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by Reeve Conover, Conover Consulting Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a …
If Interest Rates Rise, What Happens to Bonds?
Investors in longer-term Treasuries could really be punished. Are bond investors facing the possibility of major losses? Recently, bond yields have climbed. From November 1-23, the 2-year Treasury yield went from 0.83% to 1.12%, while the yield on the 10-year note rose from 1.83% to 2.36%.1 Quality bonds have a place in a portfolio, but many investors are moving their …
Will There Be Fewer Retirement Planners in the Future?
A new fiduciary rule could potentially reduce the number of such advisors. Today, many people claim to offer retirement planning. In the near future, their ranks may thin because of new regulations on qualified retirement plans being phased in by the Department of Labor. Things are changing quickly. By the start of 2018, any person or firm providing advice to …
Could You Improve Your Personal Finances Today?
Simple decisions & new habits might lead you toward a better financial future. In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may leave you better off financially – in the near term, the long term, or …
End-of-the-Year Money Moves
Here are some things you might want to do before saying goodbye to 2016. What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this …
Your Annual Financial To-Do List
Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. What can you do to …
Holiday Wrap-Up
A look back at 2016 thus far The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest …
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