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U.S. WORKERS STILL LAG IN RETIREMENT SAVINGS

The executives noted that retirements are getting longer. Three-quarters of people who turn 65 will be alive at the age of 90 and nearly half will be alive at 95, said Tim Seifert, vice president and head of annuity sales at Lincoln Financial Group.“Only one-third of...

BIGGEST DROP IN SMALL BUSINESS WORRY ON TAXES 

In the case of Taxes, the percentage of businesses citing that issue as their biggest problem has plummetted ever since the Tax Reform bill was signed into law.  According to the NFIB, it hasn’t been cited by this few a percentage of businesses since 1982! Source:...

FANGs: Growth Investments Expensed on the Income Statement

The media is obsessed with supposedly bubble-like valuations of the FANG stocks—Facebook, Amazon, Netflix and Google (Alphabet). The FANG companies account for over 7% of the S&P 500 and sell at a weighted average P/E of 39 times consensus 2017 earnings. In our...

Why is everyone so afraid? Another cluster of DJIA Records.

Chart of the Day:It is the dog days of August, so we wouldn’t fault anyone for not noticing that the DJIA has been up for nine straight trading days (through Friday) and has seen record high closes on each of the last eight.  As shown in the red lines of the chart...

Value Investing: Back to the Garden

In the beginning, there was the idea of investment – straightforward, unconstrained investment – whose goal was to maximize long-term after-tax returns...PERIOD It was a simpler, happier time when the essence of investment was to seek out value; to buy what was cheap...

Ready for the next stock market crash?

After nine years since the last crash ended, can you afford even one devastating year? The devastation to portfolios is often ugly when the stock market crashes. We have experienced two major market meltdowns in the last 17 years. One occurred between 2000 and...

Tips to Navigate the “Saving for College” Conundrum

Ah, the high price of higher education. I can’t tell you how many bewildered parents in Red Bank, NJ and throughout Monmouth County have approached me with questions about saving for college. It’s a topic that serves as a daily source of anxiety throughout the...

Do You Know These 3 Year-End Tax Tips?

With so much of our attention focused on the holidays and 2016, it can be easy to forget to look for year-end tax tips that make your tax filings a better experience. Don’t let that happen to you! The good news is it’s not too late to make a few moves to better your...

Deciphering Financial Advisor Jargon

Hiring a financial advisor in the New Year? Be warned. Financial advisors love to use jargon. “Diversify your investments to prevent major losses.” “Separately managed accounts are mutual fund alternatives.” “SEC data shows that the average investor could lose...