The Running of the Bulls
The month of August marked an important milestone for the long-running bull market. On August 22, the bull market, as measured by the S&P 500 Index, extended its run to 3,453 calendar days, becoming the lengthiest bull market in history, or at least since WWII. While we may celebrate the milestone, let’s take a moment […]
Read Article5 Steps to Reducing Healthcare Costs in Retirement
Healthcare costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. A 65-year-old couple that left the workforce in 2017 will spend an average of $275,000 to cover medical expenses through retirement, according to the latest retiree healthcare cost estimate provided by Fidelity Benefits Consulting. That’s […]
Read ArticleBusting the 5 Biggest Retirement Myths
Urban legends, urban myths, and fake news. Whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a computer can start a blog and offer up opinions on just about any subject, whether he or she is an authority or not. Sources? Who needs sources? […]
Read ArticleIn 2018, Meet the new boss, same as the old one
Any thoughts that 2018 might start with a pause in the bull market were quickly dispelled in the first week of the year. A “buy the rumor, sell the news” view on tax reform has shaken out to be more aptly described as buy the rumor and buy the news. In our opinion, the credit […]
Read ArticleShould You Consider Investing Your Home Equity?
In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]
Read ArticleDon’t Tax Me
“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. Tax Reform is Here This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Few observers thought such a massive undertaking could be signed […]
Read Article10 Smart Planning Moves to Consider as Tax Reform Looms
It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when […]
Read ArticleLooking Back and Leaping Ahead
The End of the Financial Year As we head into the final lap of 2017, it’s been a banner year for stocks not just in the U.S., but around the world. Investors have been focused on the upbeat fundamentals — corporate profit growth sparked by economic gains at home and abroad. The U.S. economy grew […]
Read ArticleThe 3 Biggest Misunderstandings About Options
In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]
Read ArticleThe Morgan Report 2017 Q3 Review: New Market Highs & Investment Strategy
First a quick note, I’m honored to have been selected as a finalist for the San Diego Business Journal’s 2017 Veteran & Military Entrepreneur of the Year Awards. I’m honored to be in the company of some fine men and women who are making a difference. With new market highs, many investors want to try […]
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