3/9/2020 As if markets hadn’t produced enough volatility already in recent weeks, this morning’s initial drop of -7% triggered stock exchange circuit breakers—a computer system intended to temporarily stop trading activity, with the purpose of stopping a free fall in prices that can be exacerbated by algorithmic trading. What changed?…
Continue Reading Market NoteAuthor: Jeff Christian
How damaging will the coronavirus (COVID-19) ultimately be for the global economy?
3/2/2020 Considering the difficulties in precise real-time measurement, as well as determining the transmission mechanisms of the virus, the potential impact is still difficult to predict. Updates have been coming out on a daily basis in recent weeks, although the virus itself has been circulating since last November. The uncertainty…
Continue Reading How damaging will the coronavirus (COVID-19) ultimately be for the global economy?Coronavirus Fears Hit the Markets
2/25/2020 Financial markets have been especially hard-hit today, with reports of new coronavirus (COVID-19) cases appearing in South Korea, Italy, and Iran. The uncertainty over transmission and fears of a global pandemic—and resulting slowdown in economic/financial activity—has led to the sharp negative response in risk markets. Of course, there is…
Continue Reading Coronavirus Fears Hit the MarketsWhat has been/will be the impact of the coronavirus on the global economy and markets?
2/4/2020 The spread of the new coronavirus has taken over the headlines and hijacked market sentiment in recent weeks. Thus far, through available medical data, it appears that while the virus appears more contagious than the similar SARS epidemic in 2003, it is less lethal. The fatality rate for the…
Continue Reading What has been/will be the impact of the coronavirus on the global economy and markets?An Unrealized Resouce You May Not Be Aware Of
Greetings! I trust that this will find you well and in good spirits. Have you ever considered a home equity line of credit (HELOC) as a resource in retirement? For those of you that are not familiar with them, a home equity line of credit is simply an open line of…
Continue Reading An Unrealized Resouce You May Not Be Aware OfEp 4: Tax Planning
Taxes in retirement can often be avoided and eliminated through strategy and planning. Jeff talks to us today about the importance of having a tax-efficient plan and some common mistakes that he has seen.
Continue Reading Ep 4: Tax PlanningWith The Election Being Over, What Comes Next?
Greetings! I hope this finds you well and enjoying life. I saw this piece recently and I felt there was a lot of solid information in it you might be able to use. Don’t hesitate to call if we can help in any way. Best regards, Jeff Christian CFP, CRPC…
Continue Reading With The Election Being Over, What Comes Next?Maximize Your Home In Retirement As A Resource
Greetings! I trust that this finds you well and enjoying life. As you grow older, housing issues become an integral part of your retirement plans. You may be living on a fixed income and want to get additional cash by borrowing against the equity in your home. You may feel isolated…
Continue Reading Maximize Your Home In Retirement As A ResourceFinancial Mistakes in Life’s Eras
Greetings! I trust that this will find you well and enjoying life. Here are some common financial mistakes people fall prey to as they approach retirement. Do a quick check to make sure that you avoid them. In Your 40s and 50s Trying to keep up with the Joneses. Appearances can be deceptive.…
Continue Reading Financial Mistakes in Life’s ErasThe Power Of Independent Advice
Greetings! I trust that this will find you well and enjoying life. Objectivity isn’t something that most of us would tend to consider or wonder about when it comes to financial advisors. It just stands to reason that any organization or anyone in the business of helping people secure their…
Continue Reading The Power Of Independent Advice