Blog

With interest rates expected to rise, is now a good time to purchase an adjustable rate mortgage? Tradition's Michael Ciccone, CFP weighs in on this question on TheStreet.com. 

CNBC.com's article "Your retirement may not be as rocky as you think, survey finds," explores a new survey with data supporting the idea that working Americans are pessimistic when it comes to their retire

"Could this be ‘the single most important chart’ when it comes to managing money?" is an article that examines the benefits of diversification, something we have covered a lot.

• Socially Responsible Investing

• Charitable Giving

• Tax efficient management

• All are done better with individual stocks

• The S&P 500 is up 1.95% year-to-date.

• The P/E ratio based on 2018 earnings estimates is about 17.

• We continue to believe stocks are more attractive than bonds in the current environment.

Markets continued on a volatile course in April following announcements regarding tariffs, rising rates, and geopolitical tensions, yet some economists and analysts expect that a tax cut driven rebound is possible. Highlights of the month of April include:

• 10 year Treasury Bond hit 3% for the first time since 2014.

What is the best way to move your assets from one investment adviser to another without triggering taxes? Tradition's Chip Wieczorek, CFP answers this question on NJ.com.

Volatility is back! After being dormant for more than a year, with 2017 experiencing the lowest equity volatility since records were kept (including the longest period ever without a decline of five percent), volatility returned with a vengeance in the first week of February.

Clients are often times surprised when accounts are frozen after a loved one passes. It is important to speak with your adviser and estate attorney to ensure a smooth transition. Read Tradition's Frani Feit's response to the question, "How can you access the money of someone who has died?" on NJ.com.

Happy 61st Birthday, Fatou. You are getting your cake and eating it too, just like I would like to. I hope you have saved and invested well, or are in great health and plan to work for 10 to 20 more years. Working longer is the best way to assure a great retirement.