Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a…
Are you aware of these potential tax breaks and tax-saving opportunities? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. At age 65, the Internal Revenue…
In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the economy keep its pace. THE MONTH IN BRIEF Early…
Advisor Insights Market News Weekly Market Commentary
Market Commentary: US Stock Market Comes to Grips with Coronavirus
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group After quite a ride over the past two weeks, it seems as though stock markets in the US have come to grips with the nasty spread of the…
Advisor Insights Weekly Market Commentary
Market Commentary: Why is the Coronavirus Impacting Equity Markets?
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Last week the markets dropped nearly ¾ of a percent due to fear rising from the coronavirus. Why would a virus impact equity markets? Some people might wonder…
Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be…
Advisor Insights Market News Weekly Market Commentary
Market Commentary: Ringing in the New Year with the Longest Economic Expansion in U.S. History
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Markets are not only celebrating a great 2019, an amazing start to 2020, but also a record breaking economic expansion, currently reaching into its 127th month. Additionally, the…
One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer…
Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past,…
Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD)…