INSIGHTS

Highlights: S&P 500 recorded a modest gain of 0.9% in the third quarter of 2019 Ten-year treasury rate dropped to 1.5% before bouncing back to 1.75% S&P 500 dividend yield is now higher than the 20-year treasury rate Manufacturing index hits contraction territory Economic Overview …Read more
As a financial advisor, I often speak with my clients about behavioral biases. Our emotions can put a heavy load on our investment decisions. In this article, I would like to discuss ten behavioral biases that I encounter every day. It’s not a complete list, …Read more
Whether you are just starting your career or about to retire, you need to understand the risks you are facing when you plan for your future retirement. Most experts recommend that you should aim to replace about 80% of work income during your retirement. Part …Read more
Quantitative Easing Ever since the financial crisis of 2008-2009, central banks around the world have been using lower interest rates and Quantitative Easing (QE) to combat to slow growth and recession fears. In the aftermath of the Great Recession, all major central banks cut their …Read more
How to become a 401k millionaire? Today, 401k plans are one of the most popular employee benefits. Companies use 401k plans to attract top talent. 401k plan is a powerful vehicle to save for retirement and become financially independent. According to Fidelity, there are 180,000 …Read more