Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group If I could have a dollar for each discussion that I have had about the next recession, I could retire today. It is the talk of the times,…
Investment Market News
Investors’ Aspirations Sometimes Trail Their Actions When It Comes to Sustainable Investing
Interest in sustainable investing has been on the rise in recent years. Yet when it comes to aligning their investment decisions with the values that define sustainable investing, investors don’t always follow through. A survey of over 1,500 Americans…
Should you arrange automatic distributions from your retirement or investment accounts? Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore. This is why some retirees choose…
What you need to know. When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from…
Staying healthy could save you some money. How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group After a relatively jarring August, as measured by volatility, the markets have started September off with some optimism. Many will point to the news that the US and…
Economy: Concerns Growing On Outlook For Global Growth Another month of purchasing managers surveys from around the globe appears to confirm that the deterioration in manufacturing activity continues, with the U.S. being the latest to hit contraction territory. Both…
Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is…
Market News
Prospects for Second-Half Rebound in Global Economic Growth, Corporate Earnings Diminishing
Confidence in current, future business conditions weighs on spending, investment plans With nearly two months of the third quarter complete once August ends, more economic indicators are flashing hints of recessionary signals, putting an increasing number of market participants…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group The question continues to be whether this yield curve inversion will bring a recession. Presently, the driving fear is that the US monetary policy may not be enough…