Wealth Management & Investments
The Federal Open Market Committee (FOMC or Committee), the monetary policy making arm of the Federal Reserve, concluded its 2-day meeting this afternoon, and raised the overnight target lending rate between member banks by 0.25% (25…
Although it has been well over a decade ago, the bursting of the US housing bubble from 2007-2009 still looms large in the minds of many homeowners, and for good reason. From the end of 2006…
This morning was that glorious first morning that when you walk outside you are met with just a bit of chill. “A hint of fall in the air”, if you will. Kids are back in school,…
What are my options? Employee stock options can be a great way to build long term wealth and participate in the growth of a company. However, when it comes time to utilize those options there can…
You need to have a will if you meet any or both of the following conditions: 1) have a net worth in excess of, say, $10, and; 2) there is any one in the world about…
Both Roth IRAs and Traditional IRAs are great ways for individuals to save for retirement with tax breaks to incentivize doing such. There are several differences between a Roth and traditional IRA such as a Roth…
Asset allocation is an investment strategy that whether they know it or not, every investor uses. Asset allocation essentially is the diversification of a portfolio across non-correlated asset classes that will produce the maximum return for…
Written by: Sam Clement, Portfolio Manager The total return of any asset is made up of: 1) the income the investment generates, and; 2) the principal appreciation. How do you want your return? Assume the stock…
To understand the difference between the two, it is best to understand what each is. The following definitions are from Investopedia.com. A trustee is: “A trustee is any type of person or organization that holds the…
The quick answer is: yes, you can hold real estate in an IRA. However, a better answer is: yeah, but there is a catch, if not catches. First, your IRA cannot buy property from or sell…