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If you’re looking at a short-term investment time horizon and want a liquid market, meaning you can easily pull your money out if you choose to, a money market fund can be a good investment vehicle. Per the U.S. Securities and Exchange Commission (SEC), money market funds developed in the…Read More
Go to almost any store or website that sells something—anything—and you will find several other products for purchase. In fact, you would be hard-pressed to find any place that sells one thing and one thing only. There is a huge, perhaps business-saving reason for this: having a diversified product line…Read More
After someone dies, their assets are usually transferred to their heirs—whether that be their spouse, children, or other blood relatives. Whenever assets are transferred, a tax may have to be paid on them in the form of an inheritance tax, estate tax, or both. Investopedia says, “An inheritance tax is a…Read More
Economic downturns can be nerve-wracking and challenging to know how to survive—and the word recession is a big scary word for many, especially those who experienced the recessions in the early 2000s and 2009. In a June 2022 survey conducted by Allianz Life Insurance Company of North America, 66% of…Read More
Cyclical stocks get their name because they usually follow the cycle of the overall economy—with ups and downs charting economic expansions and peaks, recessions, and recovery periods. They’re good to include in your investment portfolio during periods of economic prosperity but perhaps not during a recession or economic uncertainty. According to Investopedia, “A…Read More
Defensive stocks are precisely what their name implies—they defensively strategize your investment portfolio during an economic downturn or when the overall stock market isn’t doing so hot. Defensive stocks are usually in sectors that provide essential goods and services. Companies with defensive stocks are likely to remain in operation regardless…Read More
Market Volatility Is Here It was another tough week for the markets. The Dow Jones was off 20.9%, S&P 500 off 24.8, and Nasdaq off 32.4. The MSI IFI index was off 29.19. Just think about that: 20 to 30% off right now. The third quarter just ended, and here…Read More
The reality is that no market goes straight up without pulling back or correcting itself. The market can be an individual stock, an index such as the S&P 500 or Dow Jones Industrial Average, or a bond. It doesn’t matter the instrument; at some point, it will pull back—and that’s…Read More
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