20 MONEY MOVES TO PRIORITIZE RIGHT NOW!
20 MONEY MOVES TO PRIORITIZE RIGHT NOW! Join us today Dec 20th at 2 pm pst for the next edition of our Market Update – with a 20 point year-end Financial Checklist including optimizing investment, retirement, taxes, and looking forward to a great 2021! We will have some fun quizzes. 2020 YEAR END FINANCIAL CHECKLIST […]
Taxes Rose In 13 Of The Last 70 Years
Higher taxes = Higher markets? The statistics over the last 70 years appear to suggest that. The years with increases in taxes led to higher stock market returns, overall. The average return, through the end of 2019, was 9%. The years of tax hikes on personal, corporate, and capital gains achieved a higher average return […]
COVID-19 Vaccines Compare
Good news comes in threes! The Oxford University/ Astra zeneca vaccine is the third one in the last few weeks which has shown positive results from phase 3 human trials, with a effectiveness rate of about 90%. This follows closely on the heels of Pfizer’s and Moderna’s RNA based vaccines which have between 90% to […]
Please join us for our Zoom Market Update Webinar
Please join us for our Zoom Market Update Webinar this evening (info below). Elections, a Government (not) transitioning and a possible COVID second wave shut down – there is never a dull moment. Please join us for our Zoom webinar on the Markets and Economy, and 5 positive developments that we are excited about. Also, […]
BEST MARKET SECTORS FOR THE LONG TERM
As we get past the largest US election of all time, markets are positive, up 9% since elections, and up 16% year to date. In this edition, we look at the top industries and sectors that have shaped our economy and our lives over the past year and are expected to continue to be key […]
Markets during Presidential cycles
Markets during Presidential cycles: In the midst of a cliff hanger in the US elections, here is the good news. Historically, November and December have been strong months for the US markets during presidential elections The markets have been up regardless of whether a Democrat or Republican won the election We expect there to be […]
Data never sleeps…
What Happens Every MINUTE on the Internet in 2020? Amazon ships 6000+ packages, 70,000 apply for jobs on LinkedIn, Consumers spend $1Million online, and a whopping 42 Million messages are exchanged on WhatsApp. Data never sleeps…Source: Visual Capitalist
Personal savings rate spikes to record high
MARKETS Historically high savings rate in the US: When you think of the financial implications of COVID, the words that come to mind are – Unemployment, Recession. However, the US household savings rate reached a record high in April at 33% of disposable income! The reasons for this bounty are nuanced, as are the long-term […]
Operation Warp Speed
Operation Warp Speed is a public–private partnership, initiated by the federal government of the United States, to facilitate and accelerate the development, manufacturing, and distribution of COVID-19 vaccines, therapeutics, and diagnostics. The program has been awarding large grants to companies with promising vaccine candidates and is aiming at delivering 300 Million Doses of Vaccines by […]
INVESTING IN MARKET LINKED NOTES
INVESTING IN MARKET LINKED NOTES Is it possible to participate in the profits of the stock market – without the downside risk? Is there a free lunch? Market Linked Notes: Combining stock market returns with downside protection Market Linked Notes are investment products that provide stock like returns in up-markets, with capital protection in downmarkets. […]
