Posts by category
- Category: Economy
- The U.S. Is in a Precarious Financial Situation
- Contributions to Gross Domestic Production (GDP)
- Does the U.S. Still Have a Debt Problem?
- The U.S. Deficit and National Debt
- Are We in Another Financial Bubble?
- I’m Positive Negative Interest Rates Won’t Work
- President Trump’s Risky Bet Against Our Trade Deficit
- Coronavirus Outbreak Has Caused Economic Chaos and Uncertainty
- Why an Inverted Yield Curve Matters to You
- The World Is Drifting Away from Capitalism
- Is the U.S. Economy Really Getting Better?
- Can President Trump’s Tax Cuts Stimulate the Economy?
- Don’t Overreact to Skyrocketing Consumer Confidence
- How Fannie Mae Came Back the Dead
- What Politicians and Real Estate Developers Get Wrong About Government Debt and Deficits
- The United States Is Not Japan
- Category: Federal Reserve
- Money Creation In the Time of Quantitative Easing or Q.E.
- Is Quantitative Easing (Q.E.) Stimulative
- Is the Federal Reserve Making It Up?
- The Risks of Quantitative Tightening
- Is the Reduction of the Fed’s Balance Sheet a Ticking Time Bomb?
- Is It a Smart to Reduce Taxes If a Big Buyer of Your Debt Stops Buying?
- Why Tax Cuts & the Federal Reserve Reducing Its Balance Sheet, Is Risky
- The Big Risk Awaiting the New Federal Reserve Chair
- The Fed Is Living Dangerously With All These Excess Reserves
- Category: Financial Planning
- Social Security When Should You Start Taking It?
- Should You Roll Over Your 401k to an IRA?
- Estate Planning Case Study
- Financial Planning for Retirees
- Certified Tax Specialist™ (CTS™)
- Taxes Case Study
- Certified Estate and Trust Specialist™
- Certified Annuity Specialist® (CAS®)
- Financial Planning Process
- How the New Retirement SECURE Act Impacts You
- The Impact of Tax Cuts on Your State Income Taxes and Financial Planning
- Keep an Eye Out for Higher Interest Rates in 2018
- Know the Ins and Outs Before Refinancing a Student Loan
- Category: Retirement Planning
- Do You Have After-Tax Money in Your 401k?
- Understanding Your Social Security and Medicare Options
- DOL Fiduciary Rule Timeline & Updates
- Should You Have a Trust as Beneficiary on Your Retirement Account?
- Public Employee Pensions Maybe Rhode Island Figured It Out
- Sign Up Today For a 403(b) Plan and Start Paying Fewer Taxes Tomorrow
- Retirement Plans for the Self Employed
- Diversification and Rebalancing: A Retirement Saver’s Best Friend
- Inheriting an IRA
- How the Federal Tax Cuts and Jobs Act Can Help Solve the Public Pensions Problem
- Retirement Plan Contribution Limits 2021
- What the Department of Labor Fiduciary Rule Means to You
- The 2015 Fiduciary Proposal
- Category: Wealth Management
- Investing In an Overpriced Stock Market
- Fee-Only or Commission What’s Best for You?
- Should You Be Concerned About Bonds in Your Portfolio
- 2021 Outlook for Stocks and Bonds
- Retiring When the Stock Market Is High, and Interest Rates Are Low
- International Stocks and Bonds
- Risk Tolerance Assessment
- Diversification and Rebalancing (06-30-20)
- Active vs Passive Investing
- Bitcoin the Future of Money or a Novelty?
- Portfolio Management
- Don’t Fear the Bond Market Reapers
- Ex-Fed Chief Greenspan’s Bond Bubble Warning
- The Bond Market Might Be President Trump’s Toughest Opponent
- Why Brexit Matters Matters to Your Portfolio
- Bernie & the Trump Foretelling the End of the 35 Year Bull Market in Bonds
- Buying Gold: Trick, or Treat?
- AIF® Designation
- Certified Mutual Fund Specialist® (CFS®)