Business People on Economic Crisis

What Those Recession Headlines Really Mean

Many people reading last week’s news headlines may have concluded that a recession is just around the corner. That would be a mistake. Here’s a quick breakdown of what those headlines really mean: Last week the big news was the yield curve inversion. What’s an inverted yield curve? When the yield curve is inverted, it means […]

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Downsizing In Retirement: Tips To Make It Work For You

We can’t begin to tell you how many clients are calling us to say they’re thinking of downsizing. They want to talk to us about their plans for buying a new home and changing their lifestyle. Our job is to make sure they can afford to do everything they’re dreaming about. But here’s the surprise. […]

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Women: The Alzheimer’s Odds Are Not In Your Favor

If you’re a woman, the odds are not in your favor, at least when it concerns the likelihood of developing Alzheimer’s. The numbers show that women are more likely than men to develop Alzheimer’s. According to AARP, almost two-thirds of Americans living with Alzheimer’s disease are women. In fact, women in their 60s are actually […]

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Quote Of The Week: The #1 Mistake Women Investors Make

“When it comes to investing, the biggest mistake women make has nothing to do with where they’re choosing to invest their money. Rather, the issue is they’re not investing enough in the first place.” Sallie Krawcheck, co-founder and CEO of Ellevest, a digital investment platform for women, interviewed by CNBC MakeIt Krawcheck, an investing trailblazer who once ran […]

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What Does It Mean When Global Interest Rates Turn Negative?

It’s not an easy concept to understand. Across much of the globe, interest rates have fallen to the point they have actually turned negative. Instead of being paid to deposit money at the bank, depositors are being charged to keep their funds on deposit. That sounds crazy, doesn’t it? It’s happening in many countries. Banks and […]

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Is It Time For A Smartphone Detox?

Columnist Julian Hayes wrote about spending 60 days without his smartphone, and chronicled what he learned about life, mental well-being and the powers of observation when he wasn’t tethered to an electronic device. Most of us aren’t going to replicate his experiment any time soon, but here’s some serious smartphone food for thought. According to […]

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Save Money In The Back-To-School Sprint

If you grew up in the North, you’re used to school starting after Labor Day. Welcome to South Florida, where August means daily afternoon downpours and back-to-school time for the kids. Families were out shopping for school supplies, backpacks, and in many schools, special uniforms, before classes started this week. The whole back-to-school routine is […]

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Bespoke Investments August 5, 2019

Putting Monday’s Market Drop In Context

It would be hard to miss the news frenzy over Monday’s market drop. The major stock indexes closed down August 5, the result of accelerating trade tensions and a slowing global economy. But it’s important to keep it all in context. Market pullbacks like this are not unusual. Analysts at Bespoke Investment Group tell us […]

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Quote Of The Week: This (Twitter) Bird Has Flown

“President Trump has tweeted 10.1 times a day, on average, since assuming office in January 2017. Such announcements are often market-moving events, though research finds that within five trading days any statistically significant abnormal return is typically priced out. In short, Twitter storms induce bouts of volatility with less long-term significance.” Goldman Sachs Asset Management, […]

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Got A Job? Why Your High School Student Should Save Using A Roth

I met recently with the parent of a high school student who was thinking about ways her daughter could save for the future without jeopardizing any potential college financial aid. That’s a concern other parents may have as well. If your high school student works and earns money from a job, a Roth IRA is […]

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