Tag: investments
Dennis McNamara Invited to Join the Kiplinger Advisor Collective
Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts …
FDIC Refresh: Are you covered?
While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank …
WTF, SVB?! A TL;DR
While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank …
A Looming Debt Ceiling
If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s …
SECURE 2.0 Act: If You Don’t Know, Now You Know
On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was …
AI Wrote This Blog
For this month’s contribution, we allowed AI to write this blog. A few weeks back I learned about the artificial …
Preparing Children for their Financial Future
Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution …
Preparing Young Adults for their Financial Future
With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial …
The Dreaded “R” Word
Probably like you, we’re hearing the dreaded “R” word – recession – being referenced quite a bit lately. In fact, …
The Federal Reserve’s Toolkit + Market Hangover
The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution …
The SEC Finally Enforces ESG
With Earth Month upon us, we’re happy to report one small, incremental bit of progress in finance: The Securities and …
When Worlds Collide
Investors need to be prepared for when worlds collide. Collisions – whether they be on a macro level (like war, …
The 101 on I Bonds
Before diving into a 101 on I Bonds, let’s first acknowledge that they’re the most boring investment that we’re recommending …
End of Year Planning
Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming …
The Role of Alternative Investments in Your Portfolio
For decades, pundits have taken a stab at writing the obituary for the traditional 60/40 portfolio (i.e. 60% stocks/40% bonds). …
S&P Gains 100% from March 2020 Low: Now what?
After hitting “rock bottom” following global shutdowns related to the coronavirus in March 2020, the S&P 500 has roared ever …
Beware of Financial Scams
A personal contact shared a story with us regarding their friend who recently fell victim to an online gift card …
Should I Be Worried About Inflation?
The topic of inflation is getting lots of attention these days. Inflation, for starters, is defined as the decline in …
Cryptocurrency: Should I invest?
Crypto’s place in a portfolio: Cryptocurrency has an identity crisis. Depending on who you ask, some view it as a …
Estimating Returns: Hope for the Best, Plan for the Worst
Between 1926-2020, the US stock market return was basically 10% per year. While it’d be great to bank on 10% …
The Latest Investment Craze: Non-Fungible Tokens
Over the past month nonfungible tokens, or NFTs, have been all over the news. Saturday Night Live even got involved. …
Lessons from 2020
Lessons from 2020 2020 will be a year we will never forget. From a global pandemic and civil unrest, to …
2020: Market Review
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments …
Cosigning a Student Loan: Pros & Cons
Cosigning a Student Loan: Pros & Cons The process of taking SAT/ACT exams, sending out handfuls of college applications, and …
Webinar: Financial Crash Course For DOCTORS
FINANCIAL CRASH COURSE FOR DOCTORS wHealth Advisors is excited to announce a free webinar to help doctors (and those in …
The Coronavirus and Market Volatility
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, …