MeansBlog
Q2 2019 Recap & Commentary
The spring months for financial markets (Q2 2019) were marked with new all-time highs, increased volatility, and plenty of geopolitical tension. In April, the S&P 500 reached an all-time closing high. In May, many investors were spooked by the lack of progress in trade negotiations between the U.S. and China. … Continued
June 2019 Commentary
What a long, strange trip it’s been. The year 2019 started with strong growth. The market jumped in January to an 8% growth rate and continued its rise through February. A detour emerged in March that has taken the markets into choppy waters. Slowing growth after a busy first two … Continued
Active vs. Passive
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson In most areas of life, the harder you work, the better your results should be. Similarly, the quicker you make decisions and actions, the … Continued
Q1 2019 Recap & Commentary
Thankfully, the financial markets rebounded strongly from the dismal end to 2018. If we had to summarize the Q1 2019 market performance in a sentence, it would be this. Markets rebounded strongly from the fourth quarter selloff but began slowing as global growth fears and recession risks increased. As a … Continued
How are Roth & Traditional IRAs different?
Coke vs. Pepsi, Mayonnaise vs. Miracle Whip, Twizzlers vs. Red Vines, some conversations go on until the end of time. However, the first item listed in each pair is clearly the superior option. A major investment discussion is undoubtedly tax-free vs. tax-deferred retirement accounts. Though both are examples of tax-advantaged … Continued
Estate Management Checklist
Do you have a Will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have Healthcare Documents in place? Healthcare documents spell out your wishes for healthcare if … Continued
