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So far Justin has created 105 blog entries.

Four Major Misconceptions about Investing Today

It’s amazing what we know and moreover what we don’t know. There is so much incomplete information out there, and sometimes we can fall prey to it without proper perspective. Here are just four of the many: 1) My portfolio and investments do not need a review: We go to doctors for regular checkups, to [...]

2019-02-19T09:06:21+00:00 February 19th, 2019|Financial Advice|

Mr. Universe

Stocks continued their gains this week from the late 2018 lows, up 2% in the US and globally. There has been some calm, as the funding to avoid the US government shutdown seems to have materialized while the threats of a US-China trade war have abated. While we are still on a Global Sell, we [...]

2019-02-15T15:39:49+00:00 February 15th, 2019|Uncategorized|

Four Major Retirement Planning Roadblocks

From something as small as setting up a 401(k) at your first job to advanced longevity studies, you should take note of where you are in the retirement planning process as well as thinking of how you are doing. However, there are some seen and unseen obstacles in your path that you may have to [...]

2019-02-12T10:10:53+00:00 February 12th, 2019|Financial Advice|

Buying Time and Space

This week, in both the US and globally, stocks showed early gains, only to retreat towards the end. Despite better economic indicators in terms of jobless claims and manufacturing data, along with a seemingly positive State of the Union address, US-China trade fears sparked a selloff to start the first full week of February. For [...]

2019-02-08T16:43:27+00:00 February 8th, 2019|Financial Advice|

Your State of the Union

The US State of the Union address is a tradition that comes from a section written in the US Constitution for the President to update Congress on the nation’s condition and recommend any initiatives that he deems valuable and essential. We recently heard about how the government and the economy have been performing and some [...]

2019-02-05T15:10:44+00:00 February 5th, 2019|Financial Advice|

What to Bring to Your Tax Advisor Meeting

Almost all CPAs will provide a tax organizer, which will have a summary of the previous year information as well as a questionnaire to help make sure any new items have been considered.  Taking the time to organize your tax documents will help ensure that you are not missing items as well as keep your [...]

2019-01-29T09:15:31+00:00 January 29th, 2019|Financial Advice|

No Destruction

There was a relatively flat week for stocks after an earlier drop intraweek that did see some recovery. While we are still on a Global Sell, we are seeing some advances that could turn the tide into a Global Buy, which would give us a rotational signal to change the holdings in our portfolios. Our [...]

2019-01-25T13:23:08+00:00 January 25th, 2019|Financial Advice|

On Our Way

For the fourth week in a row, we have seen another significant rise in stocks. While there is no reasonable way to know if the selling pressure has abated, we are seeing some positives recently. News from abroad has been mixed. Markets tend to retest their lows, but the price action that we have seen [...]

2019-01-18T15:11:09+00:00 January 18th, 2019|Financial Advice|

Top 6 Products to Consider Buying in January

With the Winter Holidays ending, you may want to give your wallet, pens, and credit card a break. However, January is a great time of year to find major deals. A little bit of planning may save you some money. Here is a list of the top 6 items to think about in January that [...]

2019-01-15T08:43:37+00:00 January 15th, 2019|Financial Advice|