If you get the chance to see the movie “The Big Short” take it. After watching the movie. I went home to take a shower and try and get some of the Wall Street scum off me that had come from watching how horrible (and stupid) Wall Street is. It seems to me that when […]
“Depending on to whom you listen, the recent GameStop “short squeeze” affair will have little to no impact on long-term investors, or… it will change everything.”-Eric Coons If you saw the film The Big Short, starring Christian Bale, then you have undoubtedly heard of the standard Wall Street practice of “short selling.” While there are […]
Zero-coupon bonds pay no interest; you buy at less than face value. Zero-coupon bonds are bonds that do not pay interest during the life of the bonds. Zero-Coupon bonds are purchased at a discount, and they will fund the face value at maturity. A portion of the funds at maturity will be accumulated interest […]
Let me say that all of America knows where to find Safety—CDs, money markets, and treasury bonds. All of America knows where to find an opportunity—the stock market. However, many do not know where to find safety, an opportunity for growth, liquidity, and income on the same dollar, at the same time, with no risk […]
As people get close to their retirement years, objectives and goals must adjust from accumulation to income distribution, and portfolio investment risk must be also be addressed accordingly. There is no good reason for investors at or near retirement to have stock or bond market risk, especially in the current low-interest-rate environment. So, where can […]
“Both an annuity and a bond can assure you of a steady income when you retire. But these two instruments have some important differences. So it’s crucial to know exactly how they differ before you decide which one to include in your portfolio.” Ed Hochard Both annuities and bonds are popular with pre-retirees and retirees […]
“However attractive floating bond funds appear, investors must be diligent to weigh the risks, research the holdings inside the fund, and consult their financial advisory team to ensure alignment with their overall financial goals.”- Jerry Yu With their lower sensitivity to interest rate changes and the ability to reflect current interest rates, floating rate funds […]
There is a new standard for portfolio management: Fixed Indexed Annuities Volatility and anxiety seem to walk hand in hand. Because of uncertainty, many retirees and pre-retirees are more concerned about their financial future than since the Great Depression. The question is where and how do Americans save, and how are their savings affected by […]
The purpose of a life insurance policy is to protect and preserve your assets and income in case you or your family suffer a loss (i.e., lose your income, loss of a family member’s income, the inability to work, or other reasons). But did you know that you may be able to use a life […]
“By focusing on low and middle-income earners, Joe Biden hopes to stimulate a pandemic-ravaged economy. The impact could be significant for higher net worth individuals and corporations.”- Jerry Yu. Now that both the House and Senate are in the hands of Democrats, it is likely that President will get more of his tax proposals through […]
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