economy, new economy, retirement

Investing with Stocks at Record Levels

I have talked to many clients. I have read and listened to many economists and Chief Investment Officers who are nervous about investing hard earned savings when markets and indexes are making new highs. Many people feel the market is “due for a correction”; they worry about a “bubble bursting like 2008”; they look at… Continue reading Investing with Stocks at Record Levels

Climate change, economy, retirement

Rising Seas and the Risk to Retirees

  Florida has always been considered a favorite retirement destination. The warmer climate attracting older American’s who have health issues ranging from Asthma to Arthritis, from Heart Disease to Parkinson’s. 20% of Florida’s population is over age 65 (compared to only 15% in New Jersey).   An additional challenge facing retirees in both Florida and… Continue reading Rising Seas and the Risk to Retirees

economy, retirement

Trick or Treat? The Potential Downside of Tax Reform for Investors

      There is an old story that goes “beware what you wish for…” Things don’t always turn out as expected.   Along those lines I watched a fascinating interview of Tom Lee, head of research at Fundstrat, on Bloomberg this morning.   His feeling is that a Tax cut, as it is currently… Continue reading Trick or Treat? The Potential Downside of Tax Reform for Investors