Maybe you’ve heard the old Wall Street saying that you should sell your stocks in May and go away. This saying comes from historical data that shows stock market returns have been much lower during what’s called the seasonally weak six-month time period, which starts on May 1 and lasts through the end of October.
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Seems like a number of our clients are new grandparents and naturally they’re interested in taking steps to help pay for college down the road. So, what is the best way for a retiree, a grandparent, to help pay for their grandchild’s college?
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Here’s something I bet you didn’t know. The size of the U.S. stock market is about $30 trillion. If you added up the value of all publicly traded stocks in the U.S., the market value of all those companies would come up to around $30 trillion, but what about bonds?
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I just read an article where the author has compiled a list of stock market predictions from well-known stock market experts. Since 2010, there have been 62 “can’t miss” predictions; 43 of those predictions were wrong. In other words, 69 per cent of these almost-certain predictions were wrong; two were neither right nor wrong and only 17, or 27 per cent, of these “can’t miss predictions” actually turned out to be right.
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For many, the Christmas season can be a very stressful time of rushing around trying to find and afford the perfect gifts for family and friends. Here are seven gifts that are suitable for children of any age, and I guarantee they will beat the best holiday deals you can find in stores. The best part? These gifts are free and given in a good way they will far outlast any store-bought gift.
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We received an email from a potential new client asking about our services and what makes us different from a couple of other advisors they were considering. In the email they indicated that they were quickly approaching retirement and had accumulated about $1 million in retirement assets. Since we specialize in retirement planning, they seemed like the type of client we serve best!
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