I generally believe that New Year’s resolutions are made to be broken and often evaporate as quickly as they are made. Given unrealistic goals and feeble results with resolutions, I am focusing on building blocks to be a better person and family member. I believe a building blocks approach can also be used for better investing habits.
TD Ameritrade and Charles Schwab Corp. announced plans to merge forming the largest custodian of investor assets. This tie-up of goliath custodians may impact you and your nest-eggs considering that the combined company will hold over 24 million accounts and $5 trillion of client assets.
I am often asked about my personal investment management style and what types of investments I use. Therefore, I thought I would describe my investing style, types of holdings, asset allocations, constraints and even investment hits and misses.
There’s been a lot of chatter in the news recently given plummeting interest rates and inverted yield curves. An important topic that hasn’t gotten a lot of press is the recent sharp drop in mortgage rates and if it makes sense to refinance.
The stock market dropped sharply when investors were spooked by a yield curve inversion. It's important to understand inverted yield curves and why it may not mean doom and gloom for your investment portfolio,
Prioritizing happiness above all else is a great way to start any New Year since it is the foundation for everything that matters most to you. Here are the three key proven building blocks for achieving a wealthier, and potentially, healthier you in 2019 and beyond.