News & Resources – Articles2018-11-29T18:24:53+00:00

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Flash Mob Meets Hedge Funds

What looked like a perfect storm for the economy, markets, health system, and politics was amplified by a group of retail kamikaze investors that hung out on a Reddit conversation group. To start the drama, a group of hedge funds identified GameStop’s stock as overpriced. GameStop is a floundering brick and mortar chain store dedicated to sales of computer games. [...]

By |February 9th, 2021|

Sector Rotation

The new Wall Street buzzword is "Sector Rotation". Sectors have been rotating like crazy for a couple of weeks now. But what's the lesson for the investor? We all know that various parts of the global stock market perform differently and at different times. Foreign, domestic, emerging markets, large, small, growth and value ebb and flow. These sectors go [...]

By |November 25th, 2020|

Planning For Retirement Health Care Expenses

Most pre-retirees badly underestimate their health care costs in retirement. While no individual has any idea what his health care needs are at some distant point, a look at the averages is pretty frightening. Medicare has significant gaps in coverage. Let’s say a couple both age 65 retired today. They would need an additional $285,000 to cover their health costs [...]

By |August 13th, 2020|

I’m From the IRS, And I’m Here To Help. No Really!

As part of an extraordinary effort by the Government to nurse us through the pandemic, the IRS has further relaxed rules on Required Minimum Distributions (RMD) for IRAs, 401(k)s or any other defined contribution plan. More than just a very few people don’t need and don’t want the forced distribution from their retirement accounts. For those people, it’s especially annoying [...]

By |June 25th, 2020|

Oil Below Zero! How Did That Happen? What Does It Mean?

In the normal course of events oil gets pumped out of the ground and put into a complex supply chain consisting of pipelines, tanks, tanker ships, refineries, more tanks, tank trucks and underground tanks at your gas station before it’s pumped into your car’s tank as the last stop before being converted into deadly emissions. It’s pumped into one end [...]

By |April 22nd, 2020|


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