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Quality Matters
Financial markets declined sharply today from a full-blown price war in oil and continued fears over the global spread of COVID-19. Oil prices were down more than 20% after OPEC and other oil exporters failed to agree on production cuts. As a result, Saudi Arabia...
Market Corrections and Strategies
Major U.S. stock indexes entered a correction last week due to the spread of Coronavirus (COVID-19). Generally, a market correction is considered a 10-20% decline in prices. A 20% drop marks a bear market. At this point, broad indexes are in correction but not yet a...
The SECURE Act: Inherited IRAs & Required Minimum Distributions (RMDs)
On December 20th, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement) which has been described as the most significant change to retirement savings law in the last decade. While the intent of the SECURE Act is...
Peloton 2019 Q4 Recap & Outlook
What a difference a year makes. December 2018 was a terrible month for stocks, and 2018 overall saw a 4% decline in the S&P 500. The Fed’s mid-December 2018 hike exacerbated an already-bad month (and quarter), and stocks closed near the lows for the year. For the...
The Era of Zero Commissions has Arrived – So What?
On October 1, brokerage company Charles Schwab announced that it would stop charging commissions for certain securities transactions. Schwab’s rate had been $4.95 for online trades, so the impact of going to zero on revenue wasn’t huge for the firm. The same could not...