by Jeffrey Barnett | Aug 18, 2020 | Uncategorized
US Dollar After Inflation The US Federal Government’s massive $5.6 trillion expansionary policies through July 31, 2020 mitigated much of the short-term economic damage from the government-mandated shut-down, but is causing many investors to worry about impending...
by Jeffrey Barnett | Feb 17, 2020 | Uncategorized
Determine the Resources You Will Need to Sustain Your Living Expenses Once You Stop Working A common question people ask is “Do I have enough money to retire?” The answer depends on several factors. This 3-Step guide will help you determine the resources you will need...
by Jeffrey Barnett | Jul 16, 2019 | Uncategorized
Although the S&P 500 index returned 10%, on average, since 1926, the actual return in each year was 10% +/- 2% in only six of the past 93 calendar years. In most years, the index’s return was outside of the range—often above or below by a wide margin—with no...
by Jeffrey Barnett | Mar 31, 2019 | Uncategorized
These excellent estate planning tips for couples and surviving spouses appeared in the March 30, 2019 edition of the Wall Street Journal. I’m posting the key tips and a link to the article for easy reference. Take key steps for advance planning: ☑️ Hire an...
by Jeffrey Barnett | Mar 10, 2019 | Uncategorized
Stocks Power Portfolio Values Over Long Periods There are 3 major factors to consider when contemplating your asset allocation: timing, risk tolerance, and to a lesser extent, valuation. This question is on people’s minds no matter what the stock market is...
