Look to consolidate bank & brokerage accounts
One recommendation I find myself making consistently to advisory clients is to simplify their financial life by consolidating multiple...
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jmmeyer72
Feb 17, 20232 min
401K Plans: Roth or Pre-Tax and how to choose
Around this time of year, I always get questions on how best to save within a client’s employer 401K plan. Does the client save in the...
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jmmeyer72
Jul 1, 20222 min
When will inflation finally start to go down?
The recent CPI post showing inflation as high as it has been in 40+ years was a shock to the markets. That little tidbit along with a...
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jmmeyer72
Jun 9, 20223 min
Market outlook with stagflation potentially rearing its head
There is a lot going on in the world and the economy right now and market moves seem to hit the news everyday as volatility increases....
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jmmeyer72
Mar 29, 20222 min
Handling uncertainty during global conflict
The year 2022 sure started out with a bang… and I’m not talking about Russia invading Ukraine. The markets swooned in January, were...
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jmmeyer72
Dec 9, 20215 min
Economic headwinds as we roll toward 2022
The stock market has provided yet another strong year of returns so far in 2021. But look deeper and you will see numerous headwinds that...
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jmmeyer72
Feb 3, 20213 min
Traders who short stocks are not the devil incarnate.
The last week of January 2021, all we seem to hear about, other than COVID and the pandemic, is how GameStop, AMC Entertainment and the...
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jmmeyer72
Oct 27, 20202 min
The Hidden Issues in the Unemployment Number
The headlines in the media make it sound like the economy is picking up pace and recovering from the COVID recession. One key metric...
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jmmeyer72
Oct 5, 20203 min
Will the U.S. economy weather the small business catastrophe?
The COVID-19 pandemic has been causing economic turmoil for over eight months. The headlines are filled with the massive layoffs...
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jmmeyer72
Sep 30, 20202 min
Avoiding Emotional Decisions Will Help You Reach Your Financial Goals
The coronavirus pandemic and resulting market gyrations resulted in one of the fastest bear markets in history followed by one of the...
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Random commentary on the markets, economy and financial best practices
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