Moving averages tell us a lot about the stock market, and they’re saying something interesting now. Investors often use moving averages to assess market momentum. A simple moving average is an average of the investment’s closing price over the specified period. To determine the 200-day moving average of the S&P 500, you add the closing […]

If you’ve never seen an Estate Planning professional… Or if your estate planning hasn’t been revised within the last three years… Then your plan is likely to have at least one of these classic mistakes. Today let’s go through these estate planning mistakes, one by one… 1. Relying only on a will. A written […]
The Federal Reserve might have signaled a pause in its tightening policy, but it’s too soon for investors to relax. The Fed began talking about tighter monetary policy in 2013. Then-chairman Ben Bernanke’s remarks led to what is known as the taper tantrum. Markets, especially bond markets, panicked at the notion that the Fed might […]

Many believe that Wall Street and the financial services industry exist primarily to siphon money from people through high fees, excess trading, complicated products and other means. But a significant segment of the financial world is working to protect seniors from being abused or conned… And new rules are helping the change. In fact, in […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Happy Thanksgiving to all my subscribers and readers. I’m thankful for the opportunity to help each of you establish and maintain your financial independence. Most people believe the first Thanksgiving took place in Plymouth, Massachusetts. I don’t want to upset any of my readers and friends in the Bay State, but the first Thanksgiving in […]

It’s the “forgotten” outlay in most retirees’ finances. It is also one of the largest expenses in the budgets of those 65 and older… yet completely taken for granted by both individuals and finance professionals alike. The expense? Transportation. Transportation accounts for 16% of annual spending by Americans 65 and older, according to the Bureau of […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
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