“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 […]
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 […]
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, […]
Sold Bitcoin? The IRS May Want To Talk To You
Sold Bitcoin or other digital currencies? Don’t be surprised if the IRS comes knocking on your door looking for any taxes due, says a recent Wall Street Journal article. The Internal Revenue Service is sending warning letters to more than 10,000 Bitcoin and other cryptocurrency holders, reports the Journal. It got their names from a popular […]
The Rich Are Just Like You And Me (Kinda)
Millionaires are just like you and me. Really. The Ameriprise Modern Money study surveyed over 700 millionaires. When it comes to money, they’re not that different from everyone else. Here’s proof. They’re truly the modest millionaires next door. The majority of wealthy people (those with $1 million or more in investable assets) do not consider […]
Safety In Dividends?
With renewed concerns about slowing economic growth, more of our clients want to discuss how dividend-paying stocks can play a role in their portfolio. What’s the attraction? Investing in stocks that pay dividends can generate a nice income stream. That’s especially attractive when you stop working and need to take monthly income from your portfolio. Not all stocks […]
Got A 401(k)? See If It Offers These Special Perks
Got a 401(k)? About one-third of all Americans do. But you may not be aware that not all 401(k)s are created equal. People are often surprised to learn that many plans do not offer all the perks and benefits permitted under IRS rules. That’s because employers are allowed to pick and choose the features they […]
Your Tax Picture Has Changed. How About Your Financial Strategy?
Last year, we had some major changes in the tax laws. As a result, many expenses that were deductible in prior years – like state taxes, mortgage interest, and professional expenses – are now totally eliminated or only partially deductible. So here’s an important question. Given those significant changes, have you given a once-over to […]
Quote Of The Week: How Do You Measure Financial Success?
Advice that never goes out of style: “The true measure of financial success isn’t how much money you make—it’s how much you keep. That’s a function of how well you’re able to save money, protect it, and invest it over the long term.” Karen Hube, “10 Rules for Financial Freedom,” Barron’s, May 24, 2019
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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.
