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Occasionally, and always when things are going well, a client will ask us for a riskier portfolio, which usually means we are supposed to sell those good-for-nothing bonds and add more stocks. In other words, “risk up.” Our industry has … Continue reading
In one corner, we have a company that owns commercial real estate. It owns properties located all over the country, mostly stand-alone buildings with one or two tenants, many of them leased to banks. This company was thoroughly sideswiped in … Continue reading
Today the S&P 500 closed at a five year high. In fact, it’s within shouting distance of an all time high. Another roughly 7% appreciation, and the stock market will once again reach an all time high. (The highest closing … Continue reading
Just a note to update our post regarding IRA catch up contributions available to those over 50 years of age for 2013: Updated IRS regs show you may still make a $1000 additional catch up contribution to your traditional or … Continue reading
The long term care insurance market has changed a lot in the last few years. Many companies have exited the business (Unum, Guardian Life, Allianz, MetLife, Prudential). A few of the companies remaining (Genworth) are not particularly well-rated, having their … Continue reading