by Financial Professional, Inc | Apr 1, 2020 | Current Commentary
Before we get into tax issues: WE HAVE GOOD NEWS ABOUT THE CORONAVIRUS OUTBREAK: IT WILL END! Historically, when we have had severe downturns in the markets, we spend a lot of time speculating about what caused it and how long it will last. THIS TIME WE KNOW WHAT...
by Financial Professional, Inc | Mar 11, 2020 | Additional Commentary, Current Commentary
Monday – March 9 – was the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09. It is to us a thing of the most wonderful irony that the world has elected to celebrate this iconic anniversary with – you guessed it...
by Financial Professional, Inc | Jan 9, 2020 | Current Commentary
In our 3rd Quarter commentary we discussed how we can help our clients structure their portfolios to help meet current and future income needs while staying within their risk tolerance parameters. This quarter we want to focus on how fund managers work inside of our...
by Financial Professional, Inc | Oct 1, 2019 | Current Commentary
Lately there has been a lot of talk about a possible recession in the U.S. economy. Most of the rhetoric is speculation as we approach the 2020 Presidential election. When this is going on, it is important to focus on official sources of economic information. The...
by Financial Professional, Inc | Jul 3, 2019 | Current Commentary
The most common goals for people when planning for retirement are: Paying off college debt for children Paying off the mortgage Having enough assets to create a sustainable income Having time to travel Having time to spend with loved ones Locking in a supplemental...
by Financial Professional, Inc | Mar 12, 2019 | Current Commentary
On June 23, 2016, British citizens voted to leave the European Union (EU). Article 50 of the Lisbon Treaty, which created the EU, gives the EU and the exiting country two years to agree to the terms of the split. It wasn’t until March 29, 2017 that Theresa May, Prime...
