1,316 results found
Financial Planning
David Blanchett and Michael Finke penned a June 2024 research paper for the Retirement Income Institute that shared insight into why retirees with a guaranteed income spend more. They deem guaranteed retirement income a “license to spend.” The study’s results make sense from a behavioral perspective. After all, if a retiree is guaranteed a set […]
Daily Market Commentary
In no uncertain words, Intel’s stock has been a dog. As we share below, Intel stock has increased by a mere 2% over the last 20 years, while the tech-heavy NASDAQ 100 (QQQ) has risen by over 1,200%. Over the previous 20+ years, Intel’s management has made many missteps, including: With dirt-cheap valuations compared to […]
Daily Market Commentary
The Fed and most investors primarily assess the labor market based on the monthly BLS employment report. To better guide those estimates, various reports, such as the monthly ADP report, can be helpful. We say “can be” because, since the pandemic, ADP has been less correlated with the BLS than it was before the pandemic. […]
Daily Market Commentary
The age of robotics is no longer a futuristic concept. Per a Wall Street Journal article entitled, Amazon Is On The Cusp Of Using More Robots Than Humans In Its Warehouses, Amazon now has over one million robots in its warehouses doing the work that humans once handled. More impressively, the million robots are nearing […]
Invest
For many executives, compensation isn’t just a paycheck—it’s a portfolio. Stock options, restricted stock units (RSUs), deferred compensation plans, and bonuses can significantly impact long-term financial security. Yet too often, these benefits are left underutilized or poorly timed. That’s where executive compensation planning plays a pivotal role. With the right strategies in place, you can […]
Daily Market Commentary
Donald Trump’s frustration with Chairman Powell increases by the day. Consequently, per The Wall Street Journal, expectations are that Trump will announce Powell’s successor sooner than typical. Powell’s term expires May 2026. If Trump goes through with an early nomination, this “shadow Fed Chair” would espose views on the economy and monetary policy until Powell’s retirement. Consequently, […]
Daily Market Commentary
Yesterday’s Commentary noted that the dollar is very oversold and likely due for a reversal. To wit: The dollar is deeply deviated from its longer-term mean, oversold on multiple levels, and has been basing since April. As noted last Friday, the incredibly negative bias and position against the dollar are excellent contrarian signals for a […]
Daily Market Commentary
The Fed left rates and the pace of QT unchanged as expected in Wednesday’s meeting. Powell’s opening statement was updated to reflect that uncertainty about the economic outlook has “diminished but remains elevated.” Powell emphasized that the Fed would maintain a data-dependent approach and isn’t in a hurry to cut rates, but left the door […]
Retire
Economic downturns are an inevitable part of the financial cycle. For affluent investors, protecting wealth in recession periods is not just about weathering the storm but strategically positioning assets to avoid major losses and seize long-term opportunities. Whether it’s a bear market, economic contraction, or sudden geopolitical shifts, understanding how to implement a solid financial […]