Own Quality, Stay Diversified (this too shall pass) . . . .
Cash/Bonds are down significantly too as a result of Inflation.
And Cash doesn’t bounce when the prevailing winds change!
Keep your Sails aloft, don’t get left behind!
Jim Sinclair at LPL Financial
Developing relationships and delivering value to clients as they articulate and pursue their financial goals.
I am a financial professional that leverages investment and insurance strategies to deliver value to clients as together, we pursue their wealth accumulation, distribution (retirement) and wealth transfer goals (estate planning). Securities and advisory services offered through LPL Financial, a registered investment advisor. Member
FINRA/SIPC www.finra.org www.sipc.org
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Almost always slow, unnoticeable . . .
On rare occasion, thrust upon us so rapidly we struggle to comprehend, adapt to it (fascinating)! This is that fascinating time, you either leverage CHANGE or CHANGE will leverage you (Your Choice)! There's a lot of confusion and plenty of opportunity, we're here to help you sort it out! Stay healthy, wealthy !!
Stay Healthy, Wealthy !!
link.cnbc.com The Dow Jones Industrial Average, the S&P 500 and the Nasdaq all posted their worst weekly losses since 2008. The financial carnage spared not one of the S&P's 11 sectors with all of them down more than 20% from their 52-week highs.
01/06/2020
LPL Financial’s Outlook 2020
01/03/2020
Congress Just Changed Your Retirement Savings Rules !!
6 Ways The SECURE Act May Impact Your Retirement Ultimately, the law focuses on retirement planning in three key areas: 1) modifying required minimum distribution (RMD) rules for retirement plans; 2) expanding retirement plan access and 3) increasing lifetime income options in retirement plans.
03/19/2019
Splitsville !!
Jamie Dimon says we've split the US economy, leaving the poor behind "It is absolutely obvious that a big chunk of [people] have been left behind," J. P. Morgan CEO Jamie Dimon says.
03/07/2019
Happy Anniversary !!
The Stock Market Hit Bottom 10 Years Ago Today. Here’s What You’d Have Now if You Invested Then Well into 2009, many investors were still calling the market’s rally a head fake before the selloff resumed. The bear market never resumed.
Plymouth, MI. Based Company (Rivian):
WED, FEB 13, 2019
MORNING SQUAWK
Amazon (AMZN) and General Motors (GM) are both in talks to invest in electric pickup truck maker Rivian Automotive, according to a Reuters report. The deal being discussed would value Rivian at $1 billion to $2 billion.
12/02/2018
MACROsoft !!
How Microsoft Quietly Became the World’s Most Valuable Company Microsoft tried through the years to compete in a range of buzzy consumer businesses, but it was Chief Executive Satya Nadella’s focus on selling humdrum yet fast-growing computing services to companies that allowed it to reclaim the title of world’s most valuable company.
11/13/2018
It’s a jungle out there !!
Amazon Picks New York City, Northern Virginia for Its HQ2 Locations An announcement is expected as soon as Tuesday, capping public contest that started with 238 candidates and ended with a surprise split of its so-called HQ2.
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