Want to live a stress-free life with $1 million or more in the bank? It’s certainly possible. We spoke with financial reporter Hillary Hoffower of Business Insider to share what to do right, and what not to do wrong, at every decade of your life, so you can stay on the fast track to banking […]
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Did Your 401(k) Take A Beating In 2018?
Across America, many workers got an unpleasant surprise as they opened their December 401(k) statements. Instead of going up, their investments took a dive. Even those who invested in fairly conservative 2025 target date funds, designed for workers nearing retirement, found their accounts looked battered after December’s bruising market shakedown. “Stocks and bonds, both domestic and […]
Confused About Brexit? Aren’t We All?
We’ve been living with news stories about “Brexit” for over two years now, but who really understands what’s going on? There have been negotiations, deals, votes of no confidence, more deals, declarations and so forth and so on, all resulting so far in … nothing. But make no mistake. The clock is indeed ticking. On […]
Quote Of The Week: The Year That Nothing Worked
“If 2017 was the year that everything worked then 2018 was the year that nothing worked.” Ben Carlson CFA, A Wealth Of Common Sense blog, January 8, 2019 Asset allocation “quilt” charts, like the one here put together by investment blogger Ben Carlson, can help us make sense of the markets. This chart shows […]
5 Reasons Investors Should Be Happy About Higher Interest Rates
#1. Despite all the hype and panic, interest rates are really not far from where they were 1 year ago. You’re probably sick of all the drama about the Fed and higher rates. That’s all we’ve heard about this year. But guess what? Rates aren’t much higher than they were a year ago. On December […]
Grinch Steal The Bull Market? How Proper Planning Can Help You Beat Market Anxiety
It was the most dismal December in the market for many a decade. The Dow Jones Industrial Average tumbled more than 650 points on a very Grinch-like Christmas Eve, while the S&P 500 dropped to just short of bear market territory, almost 20 percent below the peak levels set earlier in the year. The grim […]
Quote Of The Week: What Worked In 2018? Not Much
“Out of 15 major asset classes ranging from stocks to bonds to REITs to Gold and Commodities, only finished higher in 2018: Cash.” Charlie Bilello, Director of Research at Pension Partners, a NYC-based Asset Manager, on Twitter
Is Your Money Really Safe At The Bank?
The 2008 financial meltdown definitely changed how we look at bank safety. So it’s understandable that one blog reader wrote in to ask us whether her deposits are safe in a bank or credit union, given the new concept of bank “bail ins.” Many failing financial institutions were “bailed out” by taxpayers during the financial […]
It’s Been A Decade, But Now Cash Is Back
With interest rates on the rise and the stock market in the dumps, it’s no surprise that cash is back as a viable investment. For years, cash was a loser’s game. You made next to nothing on your deposits, and inflation and taxes would eat away at whatever you did manage to squirrel away. “A […]
Is The Glass Half Full Or Half Empty?
“Every past decline looks like an opportunity, every future decline looks like a risk.” Morgan Housel, Collaborative Fund, an investment company providing funding to companies based on creativity and collaborative consumption. Our Takeaway: In times of market turmoil, do yo see the glass as half full or half empty? Successful investors look at opportunities as well as […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
