Archive
August 23, 2023
Happy 65th Birthday… Have You Signed Up For Medicare?
Medicare is a morass. To help guide you, we offer a podcast and a summary (TLDR) which is attached to this comprehensive discussion. Pick your poison!
By 2X Wealth Group
December 30, 2022
Investment Jargon for the new Year
Our Tongue in Cheek Guide to the Latest Investment Concepts
BY 2X WEALTH GROUP
View PostNovember 1, 2022
THE FEDERAL RESERVE HAS TAKEN THE PUNCHBOWL AWAY - WE ARE WORRIED ABOUT A HANGOVER
We suspect most people think getting inebriated is more fun than sobering up.
BY 2X WEALTH GROUP
View PostSeptember 27, 2021
VOLATILITY ≠ RISK
Many investors don't understand the difference
BY 2X WEALTH GROUP
View PostDecember 4, 2020
‘TIS THE SEASON…FOR CHARITABLE GIVING
The stock market has been a remarkable bright spot this year, but as 2020 draws to a close, millions of Americans remain unemployed. Others have lost their businesses or suffered a drastic drop in income. We devote this blog to ways of helping those who have been left behind.
BY LISA JAMES & LORI ZAGER
View PostMay 7, 2020
DOES YOUR PORTFOLIO NEED PPE (PERSONAL PROTECTION EQUIPMENT) DUE TO SINGLE STOCK RISK?
The creep can be insidious. Restricted stock units, options, inherited stock or a growing position due to outperformance can all contribute to being overly invested in a single company stock.
BY LISA JAMES & LORI ZAGER
View PostApril 15, 2020
PICKING A RETIREMENT PLAN OPTION: TO ROTH OR NOT?
Nothing in this world is certain except death and taxes. One of the important decisions that faces everyone who is saving for retirement is whether to pay taxes now or later.
BY LORI ZAGER & LISA JAMES
View PostMarch 30, 2020
CONGRESS PROVIDES IMPROVED ACCESS TO CASH IN RETIREMENT ACCOUNTS
How you may be able to take advantage of the new rules
BY LISA JAMES & LORI ZAGER
View PostFebruary 21, 2020
WOMEN WILL BEAR THE BRUNT OF THE RETIREMENT CRISIS
A retirement crisis is brewing in America, and unless they make proactive changes, women will bear the brunt of the problem.
BY LISA JAMES & LORI ZAGER
View PostJanuary 20, 2020
RETIREMENT PLAN CHANGES FOR 2020
The SECURE Act went into effect on January 1, and contribution limits to workplace retirement plans have increased.
BY LORI ZAGER & LISA JAMES
View PostDecember 20, 2019
WHY GOLD OFTEN GLITTERS…
While there is a role for gold in a diversified portfolio, gold is not universally liked or owned by investors and wealth managers.
BY LORI ZAGER & LISA JAMES
View PostOctober 31, 2019
Women and Divorce Part 1: THE INTERSECTION OF DIVORCE AND YOUR NEW FINANCIAL BEGINNING
Change is never easy and embarking on the divorce process is no exception.
BY LISA JAMES & LORI ZAGER
View PostSept 23, 2019
ALARMING SPIKE LAST WEEK IN BANKS' SHORT-TERM FUNDING COSTS
The rates on overnight repurchase agreements, known as repos, suddenly rose above 9% last week.
BY LORI ZAGER & LISA JAMES
View PostJuly 26, 2019
HOW MUCH MONEY IS ENOUGH IN RETIREMENT?
Does a low interest rate environment blow up your retirement portfolio?
BY LORI ZAGER & LISA JAMES
View PostMay 30, 2019
Why do We Care About the Shape of the Yield Curve? What Does it Tell Us?
We never really know where markets and the economy are headed, but market participants constantly look for clues.
BY LORI ZAGER & LISA JAMES
View PostMay 8, 2019
A Financial Blueprint for After Loss
No one wants to think about death, and I certainly never intended to be the poster child for being a young widow.
BY LORI ZAGER
View PostApril 2, 2019
PICKING A RETIREMENT PLAN OPTION: TO ROTH OR NOT?
Nothing in this world is certain except death and taxes. One of the important decisions that faces everyone who is saving for retirement is whether to pay taxes now or later.
BY LORI ZAGER & LISA JAMES
View PostNovember 15, 2018
The art of the deal
Why does the current market tone feel different from the February and March stock market selloffs?
BY LORI ZAGER & LISA JAMES
View PostOctober 12, 2018
HOW DO YOU CHOOSE A FINANCIAL ADVISOR?
What to consider when choosing an advisor
Lisa James & Lori Zager
View PostSeptember 4, 2018
A BLUEPRINT TO PUT YOUR ESTATE IN ORDER
Estate Planning is an uncomfortable process, but taking the time to plan is a gift to your heirs.
Lisa James & Lori Zager
View PostJune 5, 2018
What role do bonds play in your Portfolio?
When Do They Protect You? When Do They Hurt You?
Lisa James & Lori Zager
View PostMarch 22, 2018
RISING INTEREST RATES? INFLATION? HOW DO THEY AFFECT YOU?
The 10-year US Treasury bond bottomed in July of 2016. Since then, the interest rate on the 10-year has more than doubled from 1.39% to 2.9%.
Lisa James & Lori Zager
View PostFebruary 8, 2018
VOLATILE MARKETS
Worst Day Ever for the Dow Jones Industrial Average!
Lisa James & Lori Zager
View PostJanuary 25, 2018
ESTATE PLANNING: ADVANCE DIRECTIVES AND DURABLE POWER OF ATTORNEY FOR HEALTHCARE
My husband badgered me to read Being Mortal by Atul Gwande. He, like Gwande, was a physician and as interested in dying well as he was about living life to the fullest.
Lori Zager
View PostNovember 20, 2017
Concerned about buying at the top
Perspective
As the current bull market ages (from the bear market end in March 2009) investors are increasingly worried about buying at the peak.
Lori Zager
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August 1, 2017
The Difference Between An ETF And A Mutual Fund
The basic difference between a mutual fund and an exchange traded fund (ETF) is that an ETF trades like a common stock as its price changes throughout the trading day.
Lori Zager
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April 23, 2017
A Tribute to Auntie Di
On Friday April 14th, 2017 Diane Silver passed away. My daughters called her Auntie Di, and in reality she was more of an aunt to them than their own flesh and blood.
Lori Zager
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June 9, 2016
Brexit Flight to Quality
Brexit is spurring a flight to quality move into US Treasuries.
Lori Zager
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June 1, 2016
Does it make sense to buy dividend paying stocks?
The short answer is yes.
Lori Zager
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March 2, 2016
The Forgotten Woman
In February 2016, I read an article by Reshma Kapadia in Barron’s (a financial newspaper) entitled The Forgotten Woman.
Lori Zager
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The views and opinions expressed in the posts on this page are those of the author and do not necessarily reflect the position or views of Ingalls & Snyder, LLC. Certain content on this page were originally posted in a personal blog maintained and operated independently by the author prior to joining Ingalls & Snyder, LLC.
The content on this page are for informational purposes, and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such. Investing involves risk, including loss of principal, and no assurance can be given that a specific investment objective will be achieved.
