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GameStop Mania
While many view the Gamestop "short squeeze" as a victory for the 'little guy,' the story remains unfinished. Many individual investors stand to lose out considerably if the share price falls back to realistic valuations.
What Should I Do With My Inheritance?
Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.
Inflation and the Great Fed Money Pump
The role central banks across the world played in orchestrating an economic recovery cannot be understated. While their efforts succeeded in pushing the stock market to fresh record highs, the prospect of meaningful future price inflation as a consequence is very real.
COVID Stimulus #2 and Personal Tax Planning Strategies
After months of debate, Congress finally passed round two of economic relief. Along with the allocation of spending dollars, what are some of the other benefits for taxpayers?
The Latest Stimulus, What Does $900 Billion Buy
The positive impact from the previous stimulus has encouraged another package. For individuals that qualify for a stimulus check, the money should arrive shortly.
Fraud in Unemployment Claims
Identity theft criminals are always crafting new ways to tap into the financial resources of others. That's not going to change, even with a COVID vaccine. Earlier this year, my husband received a letter regarding an unemployment claim filed in his name.
Are You Guaranteeing Losses in Your Portfolio?
After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.
Medicare and Medicaid – What’s the Difference?
Many see Medicare and Medicaid as very similar. While they do have some similarities, the types of benefits and services of each can be distinctly different.
What is Robinhood?
What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?
How COVID-19 Impacts Real Estate
While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.
The COVID Effect on Your Bank Account
The Bureau of Economic Analysis reports that savings almost tripled over the first two quarters of 2020. This additional savings helps to cushion rainy day funds, but in today's low-rate environment, there comes the point that you should think about how to make the cash - that you worked hard for - work even harder for you.
2021 Tax Outlook: Proposals & Planning
There is always fluidity with tax proposals. However, it is best to have a plan in place for whatever uncertainty may lie ahead. Review your options with your financial and tax advisors.