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Bonds Take A Hit After Elections

Investors know that bonds, whether taxable or tax-free, are considered as low-risk portfolio staples designed to provide stability and income. But most bonds took a big hit after the elections, with yields shooting up and prices down. That’s because many investors concluded that a Trump presidency will mean bigger government spending on infrastructure and other […]

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What Your Grandma Can Teach Millennials About Investing

When it comes to investing, your Grandma can teach millennials a thing or two. Most grandmas get it. They understand stocks and other growth investments in their portfolio help them keep up with inflation. It’s the millennials who need to learn to walk on the wild side. What’s the problem? When you’re a young investor, time is […]

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Weston, Florida Named South Florida “Ultimate Hometown”

Looking for one of South Florida’s “best places to live?” You may want to take a look at Weston, Florida, selected as one of America’s ultimate hometowns by Money magazine. Weston has a lot of strong points in its favor. There are plenty of employment opportunities, first-class medical services (including Cleveland Clinic Florida’s medical center) and a manageable commute […]

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Happy Thanksgiving!

Wishing a Happy Thanksgiving to you, your family and friends! Let us celebrate how thankful and grateful we are for all the blessings we have! From Mari, Rachael and Stephanie at Adam Financial Associates, Inc. November 2016

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“What’s Next” For America?

“What’s next” for America after the historic Trump victory? It may still be too early to tell, but we polished our crystal balls and talked about what we see ahead for tax reform, women, the media, civil (or maybe uncivil?) discourse, equality and opportunity in our country. The scene was the fabulous Museum of Contemporary […]

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Quote Of The Week: “How Some Advisors Were Tested And Failed”

How good is the retirement and investment advice you are getting from your advisor, especially when it comes to the “complex and all-important decisions of how to invest retirement savings?” One MIT professor put it to the test, and here’s what she found: “A majority of these (financial experts who advise people on their retirement […]

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After Election, Gold Disappoints As Safe Haven

Nervous investors snatched up gold before the U.S. presidential election as a safe haven in the seemingly unlikely event that Donald Trump would win. Even individuals in favor of a Trump presidency felt gold provided them with a margin of safety if the unpredictable candidate managed an upset, ushering in a period of turmoil. Well, he […]

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How To Make Decisions On Your Health Care Plan For 2017

If you’re reading the paper or following the news on your favorite website, you know that health care coverage is totally up in the year next year, as incoming President Donald Trump and the Republican Congress have repeatedly vowed to repeal the Affordable Care Act (ACA), often known as Obamacare. So what should you be doing right […]

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Hooray For Hollywood, Money Magazine’s New Best Place To Retire In The Southeast!

Hooray for Hollywood! Hollywood, Florida, that is. Hollywood just earned its place on Money Magazine’s “Best Places To Retire 2016” list, snatching the crown as “Best in the Southeast.” Our neighbor to the south, located on the coastal strip between Miami and Fort Lauderdale, boasts mid-century architecture, a bodacious 2½ mile-long boardwalk, and of course, Florida’s fabulous […]

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How to Choose the Best Student Loan Repayment Plan

Questions about your student loans and the best way to pay them off? Check out our conversation with Money Magazine reporter Kaitlin Mulhere on the best student loan repayment plans. Cautions Mulhere: “Some of the payment plans will sharply reduce your current bill but cost you more in the long run.” The Takeaway: Make sure […]

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