You already know that residential real estate and the stock market have racked up solid price gains over the past year, but they are far from topping the investment charts. Luxury goods like art, classic cars, and fine wine have set even more ambitious price records, despite the uncertainty caused by the pandemic. In 2020, […]
Tag Archives | investing
The Market Is Rebounding. Why Isn’t That Helping More People?
The COVID-19 pandemic has had a negative impact on many companies and especially on those in industries like travel, retail and hospitality. But the stock market has held up quite well, thank you, rebounding strongly off of its March lows. Why is it, then, that more people are not benefiting from the market’s resilience? One […]
Closing The Gender Wealth Gap
Most of us have heard about the gender pay gap. Women on average make 82¢ for each $1.00 earned by white male workers. But there’s an even more serious gender wealth gap. The typical woman has accumulated only 32¢ in wealth for each dollar accumulated by men, says female finance pioneer Sallie Krawcheck, co-founder and CEO […]
Real Estate Winners And Losers: Taking A Closer Look
Like many other investors, you probably own a handful of REITs or real estate mutual funds in your portfolio. Publicly traded real estate, whether packaged inside real estate mutual funds or exchange traded funds (ETFs), has been a perennial investor favorite, offering decent income payouts, good portfolio diversification, inflation protection, and tax benefits. Lately, as […]
Quote Of The Week: What Low Interest Rates Mean For You
The Federal Reserve has pushed interest rates to new lows to fight COVID-19. How do these historically low rates affect your wallet? “Good news, bad news. Borrowers will benefit from the low-rate environment. The 30-year fixed mortgage rate is likely to remain below 4% for the foreseeable future. Auto, home-equity and other consumer loan rates will […]
7 Things You Need To Know About Investing In Preferred Securities
Many investors are attracted to preferred stock investments due to their generous income yields, but are somewhat mystified by how these hybrid securities work. Is it a stock? Or is it a bond? And when does it make sense as an investment? Here’s 7 quick facts about this often misunderstood investment category, and why they […]
Quote Of The Week: The Risk Of Surrendering To Cash
“While it might feel safer going to cash when markets are volatile, cash positions don’t work like they used to. If you went to cash during the 1987 stock-market crash, you were still making 4.75% to 5.5% interest. If you had gone to cash in the dot-com crash you were making around the same—3.5% to […]
Why You Shouldn’t Be Afraid To Invest During Tough Times
When times are tough, don’t be afraid to invest. Just look at this timeline below showing all the leading companies that got their start during recessionary times (compliments of Capital Group).
Investing For Retirement Income In A Low-Yield World
Guest Blog By Donald Calcagni, CFP®, MST, Chief Investment Officer Mercer Advisors Summary With interest rates at historic lows, investors are wondering how to generate retirement income. Despite low rates, there’s no need for investors to recklessly chase yields in high-risk asset classes. There’s a better way, one that focuses on your lifestyle, your legacy, and your […]
Is Gold A Good Safe Haven?
A few clients have called recently to ask us whether gold is a good place to invest. They are understandably looking for a safe haven where they can hide from coronavirus-induced market turmoil. Unfortunately, despite its glittering reputation, gold has a somewhat tarnished long-term record that makes it far from an ideal safe haven. Over […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
