by fwsadmin | Sep 23, 2021 | Uncategorized
KEY POINTS The Covid-19 pandemic has hurt some Americans’ confidence that they can meet their retirement goal date on time. Among those feeling the most negative effects are women and pre-retirees. Even so, many Americans say the pandemic was a financial wake-up call...
by fwsadmin | Sep 18, 2021 | Uncategorized
Weekly Market Commentary – 9/17/2021 -Darren Leavitt, CFA US financial markets endured another week of losses that ended with the S&P 500 closing below its 50-day moving average on a quadruple witch expiration. Although investors were treated to better than...
by fwsadmin | Sep 17, 2021 | Uncategorized
Studying behavioral economics has taught me that our brains don’t make it easier for us to save. Psychology is often just as important in personal finance as are the numbers — the way we save, spend and invest are all influenced by the way we think and feel,...
by fwsadmin | Sep 12, 2021 | Uncategorized
If you earn money from the sale of a capital asset — your home, part of a business, stocks, or bonds, for example — that profit may be subject to capital gains tax. There are two categories of capital gains: short term (assets held for a year or less) and long term...
by fwsadmin | Sep 12, 2021 | Uncategorized
Weekly Market Commentary – 9/10/2021 -Darren Leavitt, CFA The holiday-shortened week produced negative returns across the board for US equity indices. The month of September has historically been a tough month for equities, and given the outsized moves we have...
by fwsadmin | Sep 6, 2021 | Uncategorized
Weekly Market Commentary – 9/3/2021 -Darren Leavitt, CFA Mega-cap technology issues pushed markets to another set of all-time highs in front of the Labor Day weekend holiday as traders rotated out of issues tied to the reflation trade. Ironically, growth issues...