What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end…
How much do you know about the different coverage options? Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group On one side we have market fundamentals. On the other, we have extremely accommodative fiscal and monetary policy. The juxtaposed forces are at odds with each other and…
Guest Post by Ned Davis Research According to NDR, the strong rebounds in economic activity observed upon reopening after lockdown could be at risk amid expiring stimulus. One crucial level of stimulus has been income support. With some social…
These are extraordinary times, and traditional expectations and measures of value may not tell the whole story. On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market…
Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue Service…
Looking ahead can help conquer these unique obstabcles. When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of…
Changes may be on the way. The Federal Reserve’s Open Market Committee has eight scheduled meetings each year when the seven board members review the nation’s economic activity and set the federal funds rate’s target rate. In this extraordinary…
The premiums and coverage vary, and you must realize the difference. Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health…
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How do we navigate such an incredibly unique environment?
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group There are a few things that are undeniable in the current environment: things are challenging socially and economically, and we have had a tremendous rally off the market…