By: Sheila Morgan As we approach the 2024 U.S. presidential election, many of us are understandably concerned about potential market volatility and its impact on our portfolios. We may be …
Future-Proof Your Estate: The Importance of Asset Management in Fairfield County, CT
Estate planning is not just about drafting a will or creating a trust; it’s about preserving your wealth and legacy for generations. The process can be highly complex, requiring professional …
Stock Market Crash…. Really?
By: Herbert Diamant Recently the must-see business news entertainment shows clearly improved their ratings with headlines like “Stock Market Crash” and “Dow Jones Industrial Average index (DJIA) …
The Difficulty of Timing the Stock Market
By: Sheila Morgan Ever since the New York Stock Exchange started trading in 1792, market timing continues to be a very arduous and volatile way to achieve stable returns on an ongoing basis, …
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What Are They Doing With Our Taxes?
By: Herbert Diamant Paying taxes is supposed to make us feel good about supporting the needs of the United States. We get taxed as we earn a living, and again as we earn a return on our …
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Changes to the Individual Retirement Account Structure
By: Herbert Diamant IRAs are no longer tax-efficient, multigenerational, wealth creators. Back in 1981, IRAs became a terrific way to promote retirement savings for individuals. Americans began …
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Charting the Course: Understanding the Twists and Turns of the Markets
By: Sheila Morgan Legendary investor Warren Buffett once stated, “I never know what markets are going to do… they are going to go up and down…but in terms of what’s going to happen in a day or a …
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Lessons from the “Magnificent Seven”
By: Sheila Morgan Imagine 2023 unfolding like the plot of the classic Western film, The Magnificent Seven. In this cinematic journey, the markets are like the rugged landscapes traversed by The …
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Investing in a “Priced for Perfection” Market
By: Herbert Diamant After nearly a 10% upsurge in November, the S&P 500 Index is up 18% year to date. However, only a few of the underlying stocks in this index moved up this much. The primary …
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The Artistry of Portfolio Management: A Refreshingly Human Approach
By: Sheila Morgan Portfolio management, much like the creative process of painting, involves a careful selection of elements and arrangement in order to achieve a distinct and methodical outcome. …
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If I Could Turn Back Time
By: Sheila Morgan As we head into the last two months of the year, this time serves as a point of reflection on the year and the resolutions we had hoped to achieve and lament on the ones we …
The Value of Dividend Investing
By: Sheila Morgan As we head into the third quarter, we, as investors are faced with a mosaic of uncertainties that we’ll examine together. The Federal Reserve (Fed) took its most hawkish stance …