Category: Finance

The Trump and Clinton Tax Plans

The Trump & Clinton Tax Plans How do they differ?   Provided by Michael Fassi CLU, ChFC   Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list.

Posted in economy, Finance, Investing, Taxes

Stocks and Presidential Elections

Stocks & Presidential Elections  What does history tell us – and should we value it?    Provided by Michael Fassi CLU, ChFC   As an investor, you know that past performance is no guarantee of future success. Expanding that truth,

Posted in economy, Finance, Investing

The Perfect Storm_Introduction – Mike Fassi

Posted in Finance

Cash Flow Management

Cash Flow Management An underappreciated fundamental in financial planning.   Provided by Michael Fassi CLU, ChFC                         You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that

Posted in Finance, Investing

Wisdom from Warren Buffett

Wisdom from Warren Buffett One of the world’s most heralded investors simply keeps calm and carries on.   Provided by Michael Fassi CLU, ChFC   If you ask someone who the “world’s greatest investor” is, the answer more often than

Posted in Finance, Investing

Long-Term Investment Truths

Long-Term Investment Truths Key lessons for retirement savers.   Provided by Michael Fassi CLU, ChFC   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for

Posted in Finance, Investing, retirement

Dollar Cost Averaging in a Down Market

Dollar Cost Averaging in a Down Market This investment technique may help you take advantage of the downturn.   Provided by Michael Fassi CLU, ChFC   Buying low and selling high is the oldest stock market adage. How does one

Posted in economy, Finance

Putting Your Tax Refund to Work

Putting Your Tax Refund to Work Where could that money go besides a bank account? Provided by Michael Fassi CLU, ChFC   Should your refund be saved? According to a TD Ameritrade poll, 47% of U.S. taxpayers expect a refund

Posted in Finance

China’s Stock Market Turmoil

China’s Stock Market Turmoil Can U.S. shares hold up in the wake of January’s shocks? Provided by Michael Fassi CLU, ChFC   On January 7, China halted stock trading for the second time in four days. The benchmark Shanghai Composite

Posted in economy, Finance

The Fed Makes Its Move

The Fed Makes Its Move Wall Street rallies as interest rates rise for the first time since 2006. Provided by Michael Fassi CLU, ChFC   U.S. monetary policy officially changed course Wednesday. Federal Reserve officials voted to raise the federal

Posted in Finance