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On Tuesday, November 8th the American electorate shocked the pollsters, pundits, and political experts by electing Donald J. Trump as the 44th President of the United States.
When we think about choosing a mutual fund, what we really should be focusing on initially is the mutual fund company, rather than the fund itself.
Each year I make it a point to attend the Grant’s Interest Observer Conference in New York City. It is my favorite investment conference of the year, not only because I hold the witty writing of Jim Grant in the highest regard, but also because of the A-list investment thought leaders he brings together to share their insights.
My goal was to write an objective overview of the current discussion on interest rates. I have already failed and I’m only on the second sentence. I just can’t bring myself to waste the time to actually do it.
The upcoming U.S. Presidential election has led many investors to ponder what, if any, effect the result will have on financial markets and whether or not one should be “doing anything” in advance of the vote.
Read Aaron's article about negative bond yields.
The global financial markets took a sharp dive to begin the third quarter in response to the shocking Brexit vote. While there was much hyperbole surrounding the vote, after a few weeks of downside volatility, the U.S. stock market began to recover in mid-July, and by the end of the quarter had entirely erased the Brexit vote losses, finishing in the green.
At PYA Waltman, we're always working to improve our services and create the most fruitful financial planning experience we can for our clients. This quest led us to a non-profit entity, Money Quotient, whose mission is "to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning."
The financial press and many market participants are all abuzz about whether the Federal Reserve (Fed) will raise rates in September, December or at all this year.
Let's talk about what you need to know if you're divorced or if you have people in your circle who are. (Share this with them--they will thank you!)
In our Investing 101 series, we tackle basic financial topics that many people might be afraid to ask about. No worries, this is a safe place.
In our Investing 101 series, we tackle basic financial topics that many people might be afraid to ask about...
Investing is sometimes counterintuitive. In many aspects of life, making decisions based on extrapolating the recent past makes a lot of sense.
It is almost surreal to wake up early each morning to read that global interest rates have again moved lower.
On Monday, July 5, the yield on the 10-year US Treasury bond fell to the lowest level on record, closing at 1.37%. This is just a few basis points (one basis point is 1/100th of 1%) below the previous record low which was set in 2012.
What Baby Boomers need to know about RMDs and how they can prepare
On Thursday June 23, 2016 the United Kingdom (U.K.) voted to leave the European Union (EU).
While this type of savings account is becoming more mainstream, its benefits are not always well understood.
On April 30, Berkshire Hathaway held its 51st annual shareholder meeting in Omaha, Nebraska.
As the developed economies of the world continue to struggle with bloated debt levels and subpar economic growth, some investors are beginning to wonder what more, if anything, central banks can do to stoke growth.
Why is aging viewed negatively and often from the perspective of money? What if the coming influx of baby boomer retirees were not seen as a financial drain on society; what if instead these baby boomers were entering "a new stage of life, an encore phase, ripe with promise?"
I recently returned from the annual Fidelity Investments Executive Forum held this year in Naples, Florida.
When a bond is issued, an entity borrows money from investors and agrees to pay interest at set intervals over a certain amount of time.
In the recent blog post, “A Bear on the Prowl,” I wrote of the importance of remaining calm when facing market volatility, rather than succumbing to the temptation to “do something.”
Medicare A, B, C and D. Medigap A-D, F, G, K-N. In the words of Chandler Bing of the Friends sitcom, “Could there BE any more letters?”
What a wild ride it has been. The Standard and Poor’s 500 Index, after suffering the worst ever start to a year, reversed in March and closed the first quarter with a small gain.
To build a business you need access to money, especially if you want to grow quickly.
Time is running out! The deadline for a 2015 traditional or Roth IRA contribution is the same as the tax-filing deadline – April 18.
Plan sponsors have a growing duty to understand the complexities of retirement plans.
As investment managers, it is common for friends, acquaintances, and sometimes clients to ask us where we think the market is headed. Another question we are asked is whether or not we are in a bull or bear market.