U.S. military action against Iran: Economic and market implications
The events of the past few weeks regarding U.S. military strikes on Iranian targets have understandably created volatility in global markets and renewed concerns about geopolitical risk. Historically, markets tend not to react dramatically to isolated geopolitical...
Expect the unexpected
By T. Eric Reich When it comes to weather, we typically plan for a mild spring, beach days in the summer, a cool fall, and cold winter months. But in light of this week’s blizzard and the deep freeze before that, we know that the weather can be very unexpected. The...
Timing the markets: A sucker bet
In the world of casinos, there are quite a few bets that would be considered a “sucker bet” — a bet that seems like a good idea with enticing odds that almost never works out. In the world of investing, one of the all-time sucker bets is market timing. On the surface,...
Executor Checklist: What to do when a loved one passes
After a loved one passes, in addition to the heartache, comes a long — and often overwhelming — list of things to be done. This week, I wanted to provide a checklist that can hopefully make life easier for those dealing with an already very difficult situation. I...
Company plan vs. roll to an IRA?
In my experience, retirees are often confused regarding whether or not to leave money in their former employer’s plan or roll it to an IRA. The answer, of course, is never a simple one, because there are several factors to consider based on your personal...
