With yields at or near historical lows in global bond markets, income-seeking investors may be on the hunt for dividend-paying stocks. Through reinvested dividends and the power of compounding, a dividend income strategy can support overall total return and…
U.S. Economy Still Growing Despite Global Turmoil U.S.-China trade, currency dispute impacting other economies, financial markets Out of the ashes of the global financial crisis, the U.S. economy in July entered its longest-running expansion in history. Stocks managed to…
How global returns and proper diversification are affecting overall returns. “Why is my portfolio under performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group As I write this commentary, it appears that the S&P 500 is heading for one of the worst weeks of 2019. What happened? The markets had fully expected…
Expectations that the Federal Reserve and European Central Bank may be getting ready to ease monetary policy to boost economic growth has led to rising prices for risk assets and some curious market anomalies. While negative yielding debt issued…
The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is…
If passed, it would change some long-established retirement account rules. If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the…
As earnings trickle in, mixed clues for market sentiment. Record highs for the S&P 500 and Dow Jones Industrial Average during the week that ended on July 12 prompted investors to put more money to work in equities, fund…
Plan F is fading away, and Plan G may gain more popularity. Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan…
Too many households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.…