FROM THE DESK OF ANDRÉS
Articles
Might be Time to Lock in a High-Yield Rate
Federal Reserve Chairman Jerome Powell has mentioned that interest rates may be raised “if appropriate." Many of the top fixed income managers believe we have hit the top of interest rates. If you have already taken our advice to put your extra savings in a high...
It’s National Bow Tie Day!
Last week the S&P 500 squeaked out a 0.84% gain in a volatile week. Click below to learn about the market’s last week. In the coming weeks we’ll be publishing why you need to be cautious about putting too much of your portfolio in the S&P 500. On another note,...
Year End Planning You Can Do NOW
With the last quarter of 2023 almost upon us, it’s important to do some planning now and strategize on how to finish the year strong! Get together with your advisor team to manage your tax exposure. Planning now can potentially minimize taxes that you owe for 2023....
Don’t Get Duped!
Be Cybersecurity Aware It happens to the best of us…. A couple of weeks ago a colleague told us they were quickly scrolling through Facebook and an “alert” came up. On a quick glance, it looked legit. It asked to verify their info by uploading their drivers license....
School’s In. Thank a Teacher!
In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...
Buying a Car? It’s All Different Now!
Protect Your Budget While Car Shopping Back in May of 2021, I wrote about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, a few things have changed and...
Does the Fed Funds Rate Matter?
The Fed is Raising Interest Rates It is expected that The Fed will be raising the Fed funds lending rate on Wednesday by 0.25% according to JP Morgan to 5.25-5.30%. Why does this matter? It matters from the perspective of what direction interest rates are headed on...
Can This Stock Market Rally Continue?
Can the Bull Market Continue? To most people’s surprise, stock markets around the world are up. Market timing is rarely a winning strategy. It’s one of the reasons we encourage investors to develop their own personal investment strategies and stick to them. Our...
Labor Markets May Be Coming Off Their Highs
The U.S. economy has proven to be more resilient in the first half of 2023 than many expected, as strength in the labor market has helped support consumption. But how much momentum does that labor market have? This week’s chart looks to quantify labor market momentum...
Stock Markets Higher in First Half of 2023
We are now in the second half of 2023. In the first half of 2023, stock markets did well. Both in the US and around the world. The S&P 500 is up 16.89% thru 6-30-2023. Other stock indexes also have done well. Developed market (DM) and emerging market (EM)...
Tax Ideas
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