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...
Oct 20, 2019 | Financial Planning
With commission free trading now the norm, banks must find new ways to attract clients to boost other parts of the business — such as banking or financial advice or end up playing the float (take investor cash in money market funds and lend to institutions at...
Aug 18, 2019 | Financial Planning
With constant whipsawing and mixed messages from the White House and the Fed alike, investors are seeking direction from the bond market that has traditionally provided the most reliable signals. While other sections of the U.S. Treasury yield curve have inverted for...
