We love where we live, work, and play. That it is why we love creating this magazine, because we get to learn so much more about our beloved area – and we get to share that with all of our readers!
By Thomas Kostigen
Money flowing into investments that support environmental,
social, and corporate governance issues (ESG) is growing at a blistering rate.
That is cause for both celebration and concern.
According to the Global Sustainable Investment Alliance, ESG assets
under management (otherwise known as money that has been invested in the
capital markets and is being professionally managed) amounts to […]
By
MyPerfectFinancialAdvisor
There is an old investing
adage, “invest in what you know”, but should you invest your hard-earned money
into the stock of your employer? The answer depends on a variety of factors,
but by following these tips you can reduce your downside and position yourself
to potentially reap great gains.
It may seem obvious,
but you should only invest in your […]
By John Drachman
If you and your young one are concerned about the rising cost of student debt, you are not alone.
More
than 44 million Americans are grappling with a kind of “mortgage” on their children’s’
future to the tune of more than $1 trillion dollars, according to a 2018 Sallie
Mae survey.
That […]
By Peter Mastrantuono
Most investors do not utilize options as a part of their
overall investment approach, even though different option strategies can be
employed to protect portfolios, leverage profit opportunities and create
income. One such strategy, covered call writing, can be used in IRA and
nonretirement accounts to boost income in a low-yield world.
Before diving into covered call […]
By Lee
Sherman
When it comes
to IRAs there are two basic types: traditional and Roth. The simplest
difference is that a traditional IRA defers your tax liability until you
withdraw from the account, while Roth IRAs take out your tax liability at the
time of your investment. But don’t tune out yet, there are a lot of other
things to know […]
By Peter Mastrantuono
Money has been pouring into private equity. According to
Bain & Company, a global consultancy, private equity assets swelled in 2018
to close out the best five-year stretch in the industry’s history.
Private equity is an umbrella term encompassing a wide range
of investment opportunities, including leveraged buy-outs, investing in private
companies, distressed funding, venture capital, real estate […]
By
John Drachman
With
U.S. stock portfolios brimming with positive returns this year why would anyone
invest overseas?
After
all, the S&P 500 is
up almost 20%
for the year through September 30 compared to the MSCI Ex-US and EAFE Indices at
12.1% and 10.5% respectively.
Even
Capital Wealth’s market strategist Jeffrey Saut, a proven bear market
prognosticator, recently told MarketWatch, “There ought
to be years […]
By Thomas Kostigen
It’s a terribly bland and boring
name for a financial product — any product, really: 403(b). Yet for some
reason, marketers have stuck with it, much like they have with the product’s
investment cousin, the 401(k).
These alpha numeric titles are
retirement plans. The former, designed largely for teachers and non-profit
employees, and the latter, designed for most working […]
By Nicholas W. Stuller
I read an article in the Wall Street Journal about Ashton Kutcher’s new reality show called “Going from Broke” which takes aim at the problem of the extraordinary debt that college graduates have accumulated. The 10-episode series which is shown on Sony’s Crackle streaming service focuses on the personal financial struggles […]