Latest Posts

Will the IPO bonanza last?

by Chad Hassinger on Dec 17, 2020

Finance, Lifestyle, Estate Planning

Will the IPO bonanza last?

For over a decade many people in finance have worried about the decline of the public company. Big firms were shrinking their capital bases by buying back shares. And fast-growing firms, including several hundred tech “unicorns”—startups worth over $1bn—chose to remain in private hands rather than bother with an initial public offering (ipo)...

The pandemic could give way to an era of rapid productivity growth

by Chad Hassinger on Dec 17, 2020

Finance, Lifestyle, Estate Planning

The pandemic could give way to an era of rapid productivity growth

THE PROSPECTS for a productivity resurgence may seem grim. After all, the past decade has featured plenty of technological fatalism: in 2013 Peter Thiel, a venture capitalist, mused of the technological advances of the moment that “we wanted flying cars, instead we got 140 characters”. Robert Gordon, of Northwestern University, has echoed this sentiment...

Emerging Markets: Why Now Is The Time To Send Your Dollars On Holiday

by Chad Hassinger on Dec 17, 2020

Finance, Lifestyle, Estate Planning

Emerging Markets: Why Now Is The Time To Send Your Dollars On Holiday

Congress looks set to spend another $900 billion in pandemic relief. There’s an investment play in that now and over the next year, at least. Right now, US stock markets are trading at extreme prices, and because of the out-performance of a very narrow band of tech superstars US markets are near the very top of global asset valuations...

This Is Why You Should Know About Market Rotation Right Now

by Chad Hassinger on Nov 23, 2020

Finance, Lifestyle, Estate Planning

This Is Why You Should Know About Market Rotation Right Now

Something odd happened last week. Something dramatic. Something that hasn’t happened in more than a decade and, arguably, not to this degree in nearly twenty years. It’s called “rotation.” It’s not a new thing, and it has certainly occurred in much narrower market segments...

3 Steps to Take If You Miss Your Required Minimum Distribution Deadline

by Chad Hassinger on Sep 13, 2020

3 Steps to Take If You Miss Your Required Minimum Distribution Deadline

Those who own a traditional individual retirement account (IRA) or another type of retirement account—such as SEP IRAs, SIMPLE IRAs, and 403(b) accounts—must withdraw a minimum amount from that account beginning at age 72 (or 70½, if they reached that age before Dec. 31, 2019). If the account holder fails to take an amount called the required minimum distribution (RMD) on time, and in the right amount, there can be a penalty...

6 Ways to Ensure a Long-Lasting Retirement

by Chad Hassinger on Sep 13, 2020

Finance, Lifestyle, Weekly Market Commentary

6 Ways to Ensure a Long-Lasting Retirement

For most people, the road to retirement is a multi-step process that lasts a working lifetime. To that end, here are six ways to plan and ensure a long-lasting retirement. It all starts with setting goals. Long-term goals define how much you want to have saved in various accounts by the time you retire. These goals have to do with how you want to live in retirement, where you want to live, and so on...

September Monthly Economic Update

by Chad Hassinger on Sep 13, 2020

Finance, Lifestyle

September Monthly Economic Update

Stocks prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. The month's foundation was set by a series of strong economic reports, including an increase in manufacturing activity, better-than-anticipated factory orders, and a lessening of new jobless claims...

DIY

by Chad Hassinger on Sep 13, 2020

Finance, Lifestyle, Weekly Market Commentary

Provided By Robert A. Mecca, CFP®, MBA
Vice President, Wealth Management

Did you ever count the number of do it yourself TV programs and internet applications? Don’t bother as there are more than you can imagine. DIY holistic fitness, DIY self-health diagnosis, DIY weddings, and much more. The one that catches my attention is the plethora of DIY house remodeling programs. In a 60 minute program, including commercials that consume about 18 minutes...

Overcoming Fear During Times of Trouble

by Chad Hassinger on Aug 5, 2020

Finance, Lifestyle

Provided By Pamela A. Martin, AIF®
Financial Advisor

In speaking with clients during this time of COVID-19, I have found that there are many viewpoints to be heard. One common theme I hear among people, regardless of their views on the pandemic, mask-wearing, and political policies, is fear. Unfortunately, this is not the first time our country has experienced widespread fear.