Sunwook Jin, CFP®, CRPC®, CMFC®, EA There is plenty of research out there readily available in today’s world. This has led more people to attempt managing their own money. There are many things you need to account for if you decide to tackle financial planning on your own. One of the main areas is investment … Continue reading 10 Investing Mistakes to Avoid
Investing – Long Term vs. Short Term
Sunwook Jin, CFP®, CRPC®, CMFC®, EA We live in a time where most things are readily available to us. So many industries have adapted over time, and it has created this phenomenon of instant gratification. If you are trying to find information, no more going to the library to check out a book, just google … Continue reading Investing – Long Term vs. Short Term
More Year-End Money Moves
Bill Gordon, AIF® As we near the end of the year there are going to be some opportunities to make sure you get your finances in order. It’s important to check off your annual financial to-do list. There are a few other money moves to be aware of as we come to a close on … Continue reading More Year-End Money Moves
Fed Tries to Save September
Bill Gordon, AIF® A funny thing happened in the investment markets the other day. September was living up to its reputation as a volatile month, but then the Federal Reserve came to the rescue. The Fed concluded its Federal Open Market Committee meeting on Wednesday, September 22. It announced that it might start tapering its … Continue reading Fed Tries to Save September
Mixed Signals on Inflation
Sunwook Jin, CFP®, CRPC®, CMFC®, EA Are you having a tough time keeping track of inflation's mixed signals? You’re not alone. Inflation has been a constant talking point this year and it can make us uncomfortable. As written by a colleague, inflation can be a scary word. Consumer prices in July climbed at their fastest … Continue reading Mixed Signals on Inflation
How U.S. Savings Bonds Work
Bill Gordon, AIF® Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase them for you? If they’re collecting dust in a drawer, you may want to take a look at them to see if any of your bonds have matured. If your bonds have matured, that means they are … Continue reading How U.S. Savings Bonds Work
The Quiet Fall in Bond Yields
Bill Gordon, AIF® With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months. There is a good chance that bonds make up a certain percentage of your portfolio so keeping an eye on the bond market … Continue reading The Quiet Fall in Bond Yields
Roaring Start to Earnings Season
Bill Gordon, AIF® Corporate earnings season has begun, and the results are turning heads on Wall Street. Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share estimates by an average of nearly 21%.1 The robust results are leading Wall Street … Continue reading Roaring Start to Earnings Season
Investor Sentiment is Shifting
Sunwook Jin, CFP®, CRPC®, CMFC®, EA A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 There are many reasons for this change, but here are a few of the most impactful to keep in mind. Pandemic worries. One … Continue reading Investor Sentiment is Shifting
Debate Starts on Capital Gains Tax
Sunwook Jin, CFP®, CRPC®, CMFC®, EA Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans who earn more than $1 million. Stocks … Continue reading Debate Starts on Capital Gains Tax