Source: Stock.Adobe.com How puts and calls can protect your retirement portfolio People approaching retirement or who are already retired have gotten used to an investment routine. A while back, they decided on a mix of stock index funds and bond funds. These may have been provided by their employer’s 401(k) plan. Alternatively, a business owner
Retirement
When the Tax Cut and Jobs Act (TCJA or Act) was passed in December 2017, many high net worth individuals and families were ecstatic. The new laws provided for a doubling of the federal estate, gift and GST tax exemption amounts, as well as the continuation of both the spousal portability provision and the step-up
Risk. Getty Last week the Bureau of Labor Statistics (BLS) substantially altered the economic picture when it reported revised numbers of total jobs created over the last year. The revision was substantial—private-sector job creation had been overestimated by more than 500,000 jobs in 2018. The revision helps explain some odd phenomena—like wages not increasing rapidly when the
Bad news, millennials: Stocks are going to earn only 3% or 4% for you. Politicians promoting pensions (Drew Angerer) 2017 Getty Images The future will be like the past. Stocks have done well in the past. So they will do well in the future. On that syllogism rests the whole edifice of retirement planning. I
Digital transformation brings transparency, speed and a world of opportunity to entrepreneurial companies. Intercontinental Exchange, an operator of commodity and stock exchanges, reported spectacular financial results on Aug. 1, and managers have plans to disrupt other lucrative markets soon. ICE, according to their website, “builds, operates and advances global markets through information, technology and expertise.” Stock market
People 50 and older have a lot to look forward to, according to Juvenescence’s Greg Bailey—mainly that we won’t be aging as fast or poorly as our parents. “Science fiction has become science,” said the UK-based anti-aging biotech’s CEO about the company’s completing its $100 million Series B round of financing last week. “I think the
There is a huge opportunity in business-to-business payments that nobody is talking about. Bloomberg reported August 6 that Mastercard agreed to pay $3.2 billion for a digital payments platform based in Denmark. The news barely made a ripple, but the transaction processor is building something big. This July 22, 2019, photo shows a Capital One Mastercard in North Andover,
Insider buying can be a great indicator for us income investors to buy alongside management. After all, when the big bosses reach into their own pockets to purchase their own payout streams, it’s a signal that they are confident in more than just the next dividend. They believe their stock has upside, too. Often this
The Ball Corporation logo. Getty Friday’s big down move really accelerated on news about China’s latest retaliatory tariffs. Many have asked if it makes sense to go to cash until the storm passes. But, there will always be another storm. A better question is what stocks should we buy now, at lower prices, if we have
Source: Stock.Adobe.com There is an old line about a ballplayer getting blurred vision. “Doc,” he says, “when the pitch comes at me, I see three different balls.” The doctor’s advice: “focus on the one in the middle.” Recent stock market gyrations, plunging interest rates, and front-page talk of a global recession are enough to cause