Fear vs Greed Index: What It Is & How It Works

Fear vs Greed Index: What It Is & How It Works

Investor Sentiment may be used to potentially predict future trends in financial markets. The Fear vs. Greed Index displays a blend of indicators used to gauge the current view of the financial markets. Investor Sentiment is only one qualitative analytical tool and...

Stock Market Commentary August 2022

Stock Market Commentary August 2022

Special Note about TD Ameritrade Statements and Confirmations If you recently started receiving additional mail from TD Ameritrade, it may be because you haven’t logged into your online account and confirmed your mailing preferences since TD Ameritrade and Charles...

A Beginners Guide to Life Insurance

A Beginners Guide to Life Insurance

Life insurance is essential for securing the financial future of your loved ones. Whether you are just starting out or getting ready to retire, a life insurance policy can provide your family with financial security if you are no longer around. Various types of life...

Buying a Home During a Recession: Is it Worth it?

Buying a Home During a Recession: Is it Worth it?

The real estate market has been extremely strong for the past few years, but things have started to change. The beginning of the COVID-19 pandemic created a large amount of built-up demand for homes as no one could move during the lockdown. The vast number of buyers...

Stock Market Commentary July 2022

Stock Market Commentary July 2022

Stocks slide to close worst first half in 52 years: S&P 500 plunges 20.6% YTD, 8.4% in June. US stocks fell last month, with the major averages logging steep declines for the month of June, the second quarter, and the first half of 2022 as concerns over heightened...

How Do Bull Markets and Bear Markets Differ?

How Do Bull Markets and Bear Markets Differ?

If you have ever been to New York City, specifically the financial district, you probably saw the iconic Bull vs. Bear statue. This Wall Street symbol categorizes the two extremes of market trends.   Bull vs. Bear Market Characteristics The term Bull Market is...

Stock Market Commentary June 2022

Stock Market Commentary June 2022

Dear Friends and Clients, Before we update the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 4.05% Guaranteed for 5 years or...

Do Charitable Gifts Have Tax Benefits?

Do Charitable Gifts Have Tax Benefits?

Many people decide to donate to charities out of the kindness of their heart, while some choose to donate to receive certain financial benefits. The most common benefit is the income tax deduction associated with charitable donations. However, there may be confusion...

Record Inflation: How to Prepare for Rising Costs

Record Inflation: How to Prepare for Rising Costs

We have continued to see a drastic increase in prices over the past couple of months, as the March Consumer Price Index report showed an annual increase of 8.50% and we just received April’s 8.30% report. This slight slowdown could potentially signal that the worst is...

Stock Market Commentary May 2022

Stock Market Commentary May 2022

Dear Friends and Clients, Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you.  For example: 3.60% Guaranteed for...

Monetary Policy and the Federal Reserve Meeting

Monetary Policy and the Federal Reserve Meeting

One of the hottest financial topics lately has been the Federal Reserve and their upcoming tightening policy schedule. However, in order to really understand the impact of interest rate hikes, it is essential to review the basis of fiscal policy and monetary policy....

Stock Market Commentary April 2022

Stock Market Commentary April 2022

Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 3.15% Guaranteed for five years Tax deferral...

Would You Benefit from a Roth IRA Conversion?

Would You Benefit from a Roth IRA Conversion?

  When planning your retirement income, limiting taxable consequences is a priority. A Traditional IRA or 401(k) provides pre-tax retirement savings, which trigger income taxes whenever a withdrawal is made. On the other hand, a Roth IRA offers after-tax savings...

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