Reduce the Number of Account-Related Documents You Receive by Mail
You can reduce the number of account-related documents and disclosures you are currently receiving by US Mail by updating the delivery preferences at the custodian of your account(s). This e-delivery option is generally found under the account settings menu once... Read More →
How To Manage Robocalls
Not surprisingly, a recent AARP survey found that an overwhelming number of U.S. adults find robocalls “annoying” and “disruptive.” Robocalls have now made their way to both our cell phones and landlines. The article published on the AARP website in... Read More →
Historically Low Bond Yields
Market-linked income notes may offer a solution for investors to the low bond yields currently available. These notes are issued by financial institutions and pay a relatively high contingent yield based upon the performance of one or more underlying stock... Read More →
What Happens When You Work While Receiving Social Security?
Whether out of choice or necessity, it is becoming increasingly common for individuals to work past their full retirement age. Electing to receive Social Security payments while working can reduce the benefits you receive: to what degree, depends on your... Read More →
Bear Market Investment Strategies
The S&P 500 dropped in value by more than 50% in the 18 months between October 2007 and March 2009. We recently celebrated the 10-year anniversary of the S&P 500 climbing from that low point in early March 2009. During... Read More →
Tapping Into New Growth Sectors
Some of our clients have asked that a portion of their portfolio be invested in cannabis-related stocks. It’s impossible to ignore this as a new growth sector. Canada became the first G7 nation to legalize cannabis in October 2018. More... Read More →
Use of Artificial Intelligence and Machine Learning
A recent article published in Forbes highlighted 60 cybersecurity predictions for 2019. Among those predictions was the use of Artificial Intelligence (AI) and Machine Learning (ML) as “dual-use” technologies. Many of us now have AI or ML solutions such as... Read More →
What’s Behind the 4th Quarter Sell-Off
The intersection of several disruptive market forces, many of which have been looming on the horizon for some time, led to the recent sharp and widespread decline in global markets. We feel like this period of heightened volatility is here... Read More →
Where Do We Go From Here?
Global growth is expected to slow in 2019 with many believing that any recession will likely be pushed into 2020. Expect some rebounding in European and Asian growth, regions that underperformed the US market last year. There are several fiscal... Read More →