Latest Posts

Retirement Success

by Eric Nager on Jun 22, 2020

Retirement

 

 

Retirement can invoke a mix of conflicting emotions from anticipation to fear, excitement to anxiety. It’s one of the biggest life changes we experience in our adult lives. Most of us anticipate and save for it for decades. But, going from receiving a paycheck for most of your adult life to living off the wealth you have amassed is no doubt an unnerving transition. 

Why Has the Market Been Rallying?

by Eric Nager on Jun 8, 2020

In the midst of the global pandemic, unemployment levels not seen since the Great Depression, and civil unrest with riots in most major US cities, the stock market has been rallying. This would seem strange and difficult to understand unless viewed through the prism of what really drives market prices.

Income Tax 101

by Eric Nager on May 22, 2020

Tax Planning

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available, or making proactive decisions based on your current financial situation. One of the best investments you can make is to visit with a financial or tax advisor to determine just where you may be able to save.

Can the Stock Market Continue its Rapid Recovery?

by Eric Nager on Apr 24, 2020

The answer is MAYBE. It depends upon the outcome of a mighty battle that surprisingly is not focused on the medical progress regarding Covid-19. Although the virus is unquestionably the underlying cause of the problem, interest rates, money creation and corporate earnings are the focal points of this conflict. Federal Reserve policy regarding interest rates and QE – the injection of enormous amounts of money into the financial system – are on one side and the sharp decline of corporate earnings are on the other. It’s the Fed and TINA vs. bad corporate earnings.

Managing Emotions and Expectations during Market Uncertainty

by Eric Nager on Apr 15, 2020

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectationsduring market uncertainty.

Take some time to relax

Enduring a "Tough Two Weeks Ahead"

by Eric Nager on Apr 3, 2020

The President’s March 31 daily update on the Covid-19 virus included a sobering comment that we should be prepared for two difficult weeks.  Yes, that seems to be bad and even unnerving news, but the silver lining could be that the virus impact may be in the process of peaking out, at least in the New York City area. Getting past the high point of the curve and reaching the downside will be very encouraging to all.

The Four Steps Required For Recovery

by Eric Nager on Mar 27, 2020

In our previous e-mail communiques, we have focused on the immediate need and a constructive outlook for the future. This one will be different. We will lay out the four essential elements for recovery and our view as to where we are as far as the progress toward accomplishing each of them.

1)     Monetary Policy – This is the realm of the Federal Reserve (Fed). We can check this box because the Fed has committed to unlimited QE (money creation) to deal with the crisis.