Blog

There are a variety of investment options for retirement savings. What if you are unhappy with the choices in your 401(k)? Should you abandon it altogether? Tradition's Chip Wieczorek, CFP answers this question on NJ.com.

Real estate should be a component of a diversified portfolio. There are many ways to invest in real estate without buying real property. Tradition's Chief Investment Officer, Benjamin C.

Individuals who manage money go by many different titles - investment adviser, stockbroker, financial planner. There is an important distinction between these individuals and the service they provide. Registered Investment Advisers, such as Tradition, are fiduciaries who are charged with putting their client's best interests first.

Central bank balance sheets have ballooned to a bubble level since 2008. This Snowmass balloon reminded me of the bubble. I am just glad this bubble did not pop while I was in the air. We don't know when, if or consequences of central bank bubble bust.

Trade and tariffs continued at the forefront of discussions among the U.S. and international trading partners. Read our recap of the month of August. Highlights include:

• Stock Market Marked Its Longest Period of Uninterrupted Gains in History

China practices unfair trade practices in 3 major areas:

• China's tariffs on imports are about 3.7%.

• China's regulations prevent outside corporations from operating in China.

Tradition's Frani Feit, CFP discusses the allocation of international stocks in a diversified portfolio on NJ.com.

At Tradition we often talk about the benefits of adding uncorrelated investments to your portfolio and how they can help in reducing portfolio risk and in building a portfolio with a smoother (and less stressful) ride. However, we understand that the concept of uncorrelated asset classes and their impact on a portfolio can be difficult to understand.

When the 2018 Tax Law went into effect, personal exemptions were increased to $12,000 for a single tax filer and $24,000 for married, joint filers. Many taxpayers will no longer have enough in itemized deductions to surpass this threshold. One deduction that is sure to be affected is charitable donations. One possible solution?

Does your company offer an employee stock purchase plan (ESPP)? CNBC recently published an article, "What you need to know about your employee stock purchase plan," which reviews the highlights of an ESPP.