Uncategorized

9 Tax-Free Investment Options for Your Portfolio

9 Tax-Free Investment Options for Your Portfolio

Investing is a crucial step in growing your savings, offering the potential to accumulate significant wealth over time. While it requires patience and consistency, dedicating some time and effort into your investments can help you achieve long-term financial goals. If you haven’t prioritized investing yet, now might be the time to start. While investing can […]

9 Tax-Free Investment Options for Your Portfolio Read More »

A 7-Point Year-End Financial Checklist for 2024

Closing the Books: A Financial Tune-Up for a Prosperous New Year! Portfolio Review:Review your portfolio for evolving financial objectives.Explore opportunities for growth along with effective risk management. Tax Planning:Stay informed about changes in tax regulations affecting your investment strategy.Optimize your portfolio for tax efficiency. Market Trends:Stay attuned to emerging market trends and seize potential investment opportunities.Regularly

A 7-Point Year-End Financial Checklist for 2024 Read More »

Bullish Investor Sentiment Points to Potential Bull Market in 2024 as $5.4 Trillion Awaits Deployment

Looking for a bull market in 2024? A record-breaking $5.4 trillion is sitting in cash as of May 31, 2023 signaling a bullish investor sentiment. Past events like the global financial crisis saw vast amounts of cash accumulation which were followed by significant bull runs. – The flight to cash and cash alternatives like money

Bullish Investor Sentiment Points to Potential Bull Market in 2024 as $5.4 Trillion Awaits Deployment Read More »

Federal Reserve FOMC Meeting: Anticipated Interest Rate Hike and Implications for the Economy”.

Can you believe it is the fifth month of the year already? The Fed FOMC meeting is today and tomorrow. Bets are on for a quarter percent interest rate hike. After that chances are good that we get into a holding period where interest rates will remain stable. Inflation is down again by 1% from

Federal Reserve FOMC Meeting: Anticipated Interest Rate Hike and Implications for the Economy”. Read More »

The R-word

The R-word: The end of the year is a great time to take stock of Retirement accounts. Retirement savings counts as the largest portion of invested assets for most professionals. And no surprise, retirement today is largely self-funded (82% of workers) while banking on company pensions is rapidly going out of style (26%). With people

The R-word Read More »

Technology still rules

Technology still rules! A look at the 100 largest companies in the world shows a decided technology-loaded playing field led by Apple, Microsoft and Alphabet in the Trillion dollar club in the US. The technology sector has carved a 33% share of the top 100 companies by market cap. But this might not even be

Technology still rules Read More »