Here is our weekly market commentary. Last week, the Bank of England (BOE), Britain’s central bank, inadvertently sent a memo describing how staffers should handle press inquiries about its confidential research into the possibility of a British exit (Brexit) from the European Union, to the media. Oops. The possibility of a Brexit is top-of-mind after […]
“my$View” is your own personal online financial website that we provide as a complimentary service for you. It enables you to aggregate all of your accounts – bank accounts, investments, credit cards, real estate, insurance policies – so you can view your entire financial life in one secure place. “my$View” enables you to… […]
The federal minimum wage remains at $7.25. However, last week, the Los Angeles city council voted to raise the city’s minimum wage from $9 to $15 an hour. The increase will be implemented gradually between 2015 and 2020. It is hoped higher wages for minimum wage workers will help address cost-of-living issues that affect LA’s […]
The world’s debt is 286 percent of its GDP, according to The Economist. (GDP stands for gross domestic product, which is the value of all goods and services produced in a country or region.) So, the world owes almost three times the value of what it produces. For the most part, governments have incurred the […]
Our weekly market commentary notes that you might expect high-yield bonds to act unpredictably from time to time. That’s why they’re high-yield bonds. They don’t receive investment-grade ratings – BBB through AAA – from leading credit rating agencies because they’re not considered to be as creditworthy as investment grade bonds and carry a high degree […]
Beware regarding indirect IRA rollovers: the rules have changed. There are a lot of reasons an investor might want to rollover an IRA. If it’s something you’ve been thinking about, talk with us. There are numerous tax implications that should be considered prior to taking any action. In general, there are two ways to rollover an […]
You’ve built your nest egg over many years. This video explains how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.