Does Your Inherited IRA Need an Indirect Stretch?
Does Your Inherited IRA Need an Indirect Stretch? If you have recently inherited an IRA, you might find yourself navigating a maze of tax forms and regulatory deadlines. It is a common feeling. The rules governing inherited retirement assets have shifted significantly in recent years, leaving many beneficiaries unsure of their next steps. The SECURE […]
Mastering Asset Location: A Key to Optimizing Your Investment Portfolio
Mastering Asset Location: A Key to Optimizing Your Investment Portfolio If you are in your wealth-building years (your 30s, 40s, or 50s), you are likely managing multiple financial priorities. You might be focused on funding a comfortable future retirement, securing your children’s college education, or planning for other long-term goals. While most investors understand the […]
Investor Mistakes: Overcome These 3 Common Missteps to Grow Your Wealth
Investor Mistakes: Overcome These 3 Common Missteps to Grow Your Wealth Good Life Private Wealth advisors continue to see several investor mistakes when we talk with new and prospective clients. While investing has become more accessible than ever, building long-term wealth still requires discipline, diversification, and an understanding of costs. Fees, emotional decision-making, and […]
Will there be a 2023 Santa Claus Rally?
Will there be a 2023 Santa Claus Rally? It’s about that time of year again when traders begin lining up for the annual year-end Santa Claus rally in the U.S. stock market. Will it happen again this year? History may provide some clues. Returns of holidays past Looking back over the past century, December is […]
VIX Stock Index: A Primary Tool for Active Investment
VIX Stock Index: A Primary Tool for Active Investment In my proprietary active investment strategies, I’m always looking for an edge. The Cboe Volatility Index, or VIX stock index, provides one of those edges. It is by far one of my favorite benchmarks. I use it to be informed about when the stock market is […]
Electric Cars: Are They Worth the Investment?
Electric Cars: Are They Worth the Investment? Social media can uncover golden nuggets of information for the astute investor. I use social media to spot false narratives it’s pushing in an attempt to move culture and the offshoot products they want to pedal. Their targets are commonly referred to in the investment world as “the […]
Chinese Stocks: What’s Going On?
Chinese Stocks: What’s Going On? Chinese stocks just erased over four years of gains, as foreign investors are running away from them as fast as possible. China emerged onto the world stage in the 1970s by opening up their country to foreign businesses. Over the past half-century, we’ve witnessed double-digit economic growth, led by the […]
Efficient Market Hypothesis: Understanding a Key Principle of Modern Finance
Efficient Market Hypothesis: Understanding a Key Principle of Modern Finance The Efficient Market Hypothesis (EMH), a fundamental concept in modern financial theory, is premised on the idea that financial markets are ‘informationally efficient.’ At any given time, stock market prices accurately reflect all available information, making it impossible to outperform the aggregate market using information […]
Defense Stocks Are Declining. Why?
Defense Stocks Are Declining. Why? Has anyone noticed the defense stocks getting bludgeoned in the past few weeks? With all the military aid provided to Ukraine and the drumbeat in the Taiwan Straits getting louder and louder, and now Canada and India are in a tiff, why are the defense contractors falling like dominoes? A […]
Restricted Stock Units (RSUs): A Comprehensive Look
Restricted Stock Units (RSUs): A Comprehensive Look Restricted stock units (RSUs) are increasingly more common and play a prominent role as part of the compensation packages for employees, especially in public companies and start-ups. Marking their growing significance in the 30s and 40s age group, a comprehensive understanding of this type of compensation becomes necessary. […]