Why High-Net-Worth Individuals Need a Fee-Only Fiduciary Financial Advisor
Navigating financial markets can be as challenging as sailing uncharted waters. For high-net-worth individuals, these waters can often be laden with an even greater array of complex financial decisions, strategies, and outcomes. What is a realistic solution? Hire an experienced guide. But not just any guide. Hire a fee-only financial advisor who, as a fiduciary, must put your financial interests first. In this blog, I’ll explain why highly successful individuals like yourself should consider working with a fee-only, fiduciary financial […]
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Date: June 26, 2023
Six Retirement Tips From a Woodbridge, CT, AIF® Financial Advisor
For high-net-worth individuals, retirement planning is not simply about building a nest egg. It involves a complex web of considerations, from maximizing retirement savings to planning for health care late in life. As a fee-only, fiduciary financial advisor based in Woodbridge, CT, I’ve helped hundreds of successful individuals and families create sustainable retirement plans over the last 30 years. As your wealth accumulates, so should your need for a highly experienced financial professional who has earned the Accredited Investment Fiduciary […]
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Date: June 26, 2023
Bearish Trend Playing Out – Bonds Need to Shape Up
On Tuesday I discussed a few reasons why this week would be challenging for the bulls in Post Expiration Gives Some Ammo to The Bears. With the exception of Thursday, the holiday-shortened week has been weak with the bears have something to latch on to. I do like it when the market cooperates with the trends. Pre-market trading indicates a weak opening after Thursday’s bounce back. I do not believe the bull market has ended. Let’s get that out of […]
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Date: June 23, 2023
Post-Expiration Gives Some Ammo to Bears
I hope everyone had a great Father’s Day. For me, label it anything you want as long as I get time at my house with family. We are a small family so it’s always a highlight to have my kids, mom, brother, nieces and in-laws over. I beg my kids all the time to not buy me any gifts, just more family time, like staying in Vermont on Sundays through dinner. Like most weekend days, I wake up and make […]
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Date: June 20, 2023
7 Essential Retirement Planning Tips for High-Net-Worth Individuals
Retirement planning is a critical aspect of prudent financial management, and it becomes even more complex when dealing with substantial wealth and income. High-net-worth individuals face unique challenges and opportunities when preparing for their golden years, and having the right strategic plan in place is essential. In this article, we will explore seven key considerations that can help you navigate the complexities of retirement planning as a high-net-worth individual and your family. Read our Quick Guide on Connecticut Retirement […]
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Date: June 19, 2023
Know When to Hold ‘Em, Know When to Fold ‘Em – Media’s Parade of Pundits
So the Fed stood pat. Powell was hawkish and left the door wide open for another rate hike in July. I think they are done. I have said they should have been done before 5% as the 2-Year Note told us. Stocks sold off on the news. And then went straight up to the close and followed through on Thursday. I can’t imagine what the bears thought and did after they finally saw some market weakness on the announcement, only […]
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Date: June 16, 2023
The Fed is Woefully Wrong & Jay Powell Has Become a Cocktail Party Punchline
As the popular 80s band, Whitesnake, once wrote, “Here I go again on my own. Going down the only road I’ve ever known.” You can substitute the “I” for “we” and you have the FOMC of the Federal Reserve. You know that group. The ones that raise and lower interest rates without fully assessing the markets and economy. The ones who are supposed to be smartest financial minds on earth and the greatest bankers. Before I continue, let me offer […]
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Date: June 14, 2023
Big Week Ahead – Bears May Get Something to Chew On
The markets return from the weekend with two highly anticipated “events” this week. First, we have the CPI (inflation) report on Tuesday and then that pesky ole group at the Fed concludes their meeting on Wednesday. Right now, markets expect another benign inflation report resulting in the Fed standing pat on interest rates. While that’s all well and good and you know how bullish I have been all year, I feel like the bull camp has become a bit too […]
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Date: June 12, 2023
Harvesting Some Acorns & Reducing Risk
It has been a quiet few days, but certainly not an opportunity-less few days. The major stock market indices have been bullishly digesting some very sizable recent gains. Gold and bonds have not. During the week, I used some of the continued abnormally strong action in the NASDAQ 100 to lower risk by rotating into the Dow Industrials. This comes at a time when I sense lots of investors recognizing what my readers have known since October; this is a […]
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Date: June 9, 2023
Bears in Tougher Spot w/ Small Caps & Junk Jumping
Tuesday’s market action in the downtrodden mid and small caps certainly answered the question as to whether Friday was a one-day wonder. It also kicked the bears right in the teeth. You remember those bears? The ones who claimed the mid and small caps couldn’t rally and were the “real” market indicating impending doom. Well, on the far right of the chart below, you can see a monster two-day rally in the Russell 2000. And it looks like it has […]
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Date: June 7, 2023
