In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …
By Michael Gold, CFP® MBA Founder and CEO, Wealth Advisor How’s your 2020 going so far? Unsettling? Unexpected? You’re not alone. The world as we know it has been turned upside down by five letters and a number: COVID-19. While the coronavirus pandemic is at its core a health issue, the dow …
The jobs market rallied back far sooner and stronger than expected. The U.S. economy created 2.5 million new jobs in May. Economists had projected a loss of 7 million jobs, so the surprise was massive. The gains are mainly attributable to workers who were temporarily laid off being called b …
Wait – gas cost how much?! This is a question we may ask our parents or hear from our kids with some incredulity. This intergenerational conversation has a humorous side: gas was a quarter a gallon – how? You must have filled up everyday!
By Michael Gold, CFP®, MBA, Founder and CEO, Wealth Advisor Money can cause a lot of stress even on a good day. Throw in a global pandemic and you’ve got people losing sleep left and right. Pre-coronavirus, almost 50% of Americans were worrying about being financially comfortable in retirem …
Coronavirus actions and reactions continued to swing economic data in the U.S. Consumer spending dropped 13.6% in April. It was the sharpest decline on record dating back to 1959. Income moved in the other direction last month.
Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …
