May 31, 2020 | Financial Planning
UBS Group, developed a portfolio called Yield Enhancement Strategy (YES) aimed at conservative investors searching for income from their investments. At its peak, the portfolio boasted $6 billion in holdings. The YES brochure claimed that the strategy limits exposure...
May 24, 2020 | Financial Planning
Every state has started to reopen its economy, which will give us the first true indications of the current economic direction, outlook into the full impact of the downturn and nature of the recovery. Of course, a spike in deaths from the virus will put us back in a...
May 10, 2020 | Financial Planning
At the onset of the coronavirus crisis, Wall Street had a meltdown. Stocks plunged amid fears of the disease’s spread and its potential impact on the global economy. But in recent weeks, the market has recovered — the S&P 500 is hovering around where it was last...
Mar 22, 2020 | Financial Planning
It is no secret that the life we are going through now is nothing like we have experienced before. The isolation from society is simply not what anyone has been prepared for. But added to that is the stress of the stock market crashing taking out ~30% of accrued...
Feb 16, 2020 | Financial Planning
Berkshire Hathaway stock gained only 10.9% in 2019, 20.6 percentage points lower than the S&P 500’s total return. Berkshire’s annual shareholder letter is expected to be released on Feb 22 and is usually a must read for every investor. But, this year, Warren...
Nov 24, 2019 | Financial Planning
Just a month after Charles Schwab announced that it was cutting online stock trading commissions to zero, it announced this week – its intent to acquire rival TD Ameritrade for $26 billion. If the deal to merge the country’s two largest discount brokerages goes...
