Read More from Anthony (Tony) Winkels
“Faster Trade Settlement is Imminent”
May 24, 2024“A Time for High-Yield Bonds”
April 23, 2024"Put the Right Assets in Your Tax Shelter"
March 16, 2024"Even with Bitcoin’s Price Jump, Know the Risks"
February 21, 2024"Growth and Stability With Mid-Cap Stocks"
January 24, 2024"Increased Contribution Limits for IRAs and 401(k)s"
December 18, 2023"There are Some Reasons to Avoid High-Yield Savings”
November 16, 2023"Buying a Home is Now Far More Expensive Than Renting”
October 18, 2023"Portfolio Income Strategies Back on Track"
September 21, 2023"Earnings Season Implications for Investors"
August 22, 2023“Potential Regulatory Risks in International Investing”
August 2, 2023
“The Benefits and Challenges of Diversification”
July 5, 2023
“Why the Market Cares About a U.S. Default”
May 22, 2023
“Median Rent Falling in the U.S.”
April 27, 2023
“What the Silicon Valley Bank Collapse Means for Investors”
March 16, 2023
“The Potential Impact of India’s Economic Efforts”
March 2, 2023
“Growing Pressures in the Labor Market”
January 17, 2023
“Debt Markets are Becoming More Attractive for Investors”
December 20, 2022
December 1, 2022
“Large Increase for IRA and 401(k) Contribution Limits”
November 10, 2022
“Estate Planning Strategy Updates”
February 22, 2022
“Addressing the Semiconductor Chip Shortage”
January 31, 2022
“The Fed’s Updated Projections on Raising Interest Rates”
January 17, 2022
“Investment Opportunities Differ by Policy Approach in Various Geographic Regions”
December 20, 2021
“Implications of the Biden Administration's Carbon-Neutral Initiative”
December 9, 2021
September 13, 2021
“Fed Plans to Lower Inflation”
September 2, 2021
“Diversification within a Cryptocurrency Portfolio”
August 24, 2021
“Current Mortgage Rates and Where They are Going”
August 18, 2021
“Recent Changes in Government Bond Yields”
August 10, 2021
“How Recent Changing Lumber Prices are Affecting the Housing Market”
July 19, 2021“Is It Better to Use Excess Cash to Pay Down Student Debt or to Invest It?”
July 7, 2021“New Capital Gains Tax Rates and Their Effect on Investment Strategies”
June 21, 2021“Regulatory Risk for Cryptocurrencies”
June 07, 2021“Rising Inflation from Economic Recovery”
May 28, 2021“Government Stimulus and Consumer Trends”
May 22, 2021“Industry Disruptions and Diversification”
May 13, 2021“Extended Tax Deadline and Deductions”
April 20, 2021“Growth Stocks and Retirement Savings”
April 14, 2021“The Role of a Trust in Financial Planning”
April 07, 2021“Pets in a Pandemic”
March 31, 2021“Supply Chain and Investing”
March 26, 2021“Home Buying vs. Renting”
March 17, 2021“The Impact of ESG Considerations”
March 10, 2021"Frequent Trading vs. Buy-and-Hold"
March 03, 2021“How Rising Debt Yields Impact Equity Markets”
February 24, 2021“IRA Contribution Deadline Approaching: Things to Consider”
February 17, 2021“Reddit Trading and Short Squeezes”
February 10, 2021“Relocation Trend: Less Expensive States”
January 26, 2021“Bond Yields and Inflation Projections”
January 08, 2021“End-of-Year Financial Planning Considerations”
December 29, 2020“Tesla’s Inclusion on the S&P 500”
December 22, 2020“Company-Specific Risk and Diversification”
December 11, 2020“International Investing Amid Brexit Negotiations”
December 07, 2020
“Determining Withdrawal Rates for Retirement Income”
November 30, 2020
“Projecting the Impact of a Vaccine on Various Sectors and Countries”
November 24, 2020“Inflation Adjustments for Tax-Sheltered Retirement Plans”
November 10, 2020"Tariff Considerations in an Administration Change"
November 9, 2020"Market Impact From Election Day"
November 5, 2020"Low Interest Rates and Investor Risk Tolerance"
October 26, 2020"Central Bank Digital Currency"
October 20, 2020"Third Quarter Earnings and the Economy"
October 15, 2020"Watching Global Economic Trends"
October 13, 2020"Assessing the Quality of Bank Dividends"
October 6, 2020"Durable-Goods Orders as an Economic Indicator"
October 1, 2020"Where to Hold Emergency Savings and Other Short-Term Cash"
September 29, 2020"Considerations for Investing in Your Employer"
September 18, 2020"The Outlook for Oil Demands Growth"
September 16, 2020"Diversification vs. Concentration for an Investment Portfolio"
September 11, 2020"Quantifying Environmental, Social, and Governance Risk"
September 9, 2020
"A Weak Dollar and Stock Investing"
September 3, 2020"The Fed is Focusing on a Strong Labor Market"
September 1, 2020"Money Market Funds Amid Ultra Low Interest Rates"
August 26, 2020"Evaluating a Changing Auto Industry"
August 21, 2020"Discounting Future Cash Flows in Economic Recovery"
August 17, 2020"The Impact of Economic Conditions on Renewable Energy"
August 12, 2020"Gold as a Safe Haven"
July 29, 2020"Perspectives in Earnings Season"
July 24, 2020
"Relative Asset Class Valuations and Tactical Allocation"
July 22, 2020"Saving and Investing for College"
July 17, 2020
"Extended Tax Deadline Opportunities
July 14, 2020
"Technological Advances in Battery Design"
July 10, 2020"Increased Dividend Payments in a Recession"
July 8, 2020
"Business Development Companies"
July 3, 2020"Portfolio Strategy When The Future IS Uncertain"
June 30, 2020"The Benefits and Drawbacks of a Roth IRA Conversion"
June 24, 2020"Fed Policy and Bank Stress Tests"
June 22, 2020June 19, 2020
"How to Manage Emergency Cash"
June 17, 2020"Ultra-Low Interest Rates for the Foreseeable Future"
June 12, 2020“Stimulus Efforts from the European Central Bank”
June 8, 2020“Economic Cycles and International Stocks”
June 4, 2020“Private Equity Investing in Times of High Uncertainty”
June 1, 2020"Managing Liquidity in a Challenging Economic Environment”
May 19, 2020“Gauging the Economy in Earnings Season”
May 12, 2020“Timeless Investing Principles”
May 8, 2020“Gaining Historical Insight from Past Recessions”
May 6, 2020“The Basics of Stock Investing”
May 4, 2020“Deliberate Portfolio Rebalancing”
April 29, 2020"Incorporating Emerging Market Bonds in a Portfolio"
April 27, 2020
“A Dividend Income Strategy Must Account for Potential Yield Reduction”
April 22, 2020“Investing in Individual Companies: Earnings Reports”
April 18, 2020“Protecting Retirement Assets in a Tax Shelter”
April 16, 2020“Diversifying a Portfolio with Real Estate Investments”
April 15, 2020“Understanding Fund Exposure to Active and Passive Investment Management”
April 13, 2020”Assessing the Price and Valuation of Small-Capitalization Companies”
April 10, 2020“Important Considerations Regarding 401(k) Accounts”
April 8, 2020“The Benefit and Availability of Investment-Grade Bonds”
April 6, 2020“Compelling Reason to Consider Refinancing”
April 4, 2020“The Outlook and Appropriateness of Value”
April 2, 2020“Some of the Best Opportunities To Invest for Long-Term Gains”
March 25, 2020
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Disclaimer: These articles do not constitute financial advice and should not be construed as such. Investing involves risk of loss of principal. Speak with a fiduciary financial advisor to determine the appropriate investment portfolio strategy for your financial goals, risk tolerance, and time horizon.