Blogs

New Faces, Same Policies

President Biden has just signed the 2021Covid Relief Package authorizing the borrowing of $1.9 Trillion dollars. This is on top of the 2020 relief packages that totaled $3.41 Trillion dollars. Combined we will have borrowed $5.31 Trillion dollars to support...

Time to Short the Fangs?

Most investors know popular indexes like the S&P 500 and Nasdaq Composite are usually capitalization weighted. The biggest companies by market value have more influence on the index change. The Nasdaq leaders are commonly referred to as the FAANG stocks –...

And the Dam Bursts…

Like an Orc being washed away by the waters behind the dam after its destruction, markets shorts are finding it equally hard to find their footing. While many market pundits keep talking down the economy and scream that the market is “overvalued” leading to crash...

Where Can an Investor Turn for Help?

Being an Independent Investment Advisor means two things to me and to our clients. 1. We are required to act as Fiduciaries https://www.merriam-webster.com/dictionary/fiduciary. on behalf of our clients, and 2. we have no product conflict of interests....

More Positive News

by Bill DeShurko Despite the media’s focus on negative news, things are really doing quite well. Hard for me to understand all the angst. We should be celebrating the great successes of our time. So this post is for all those that think the world is such an awful...

5 Investments to Make with a Lump Sum

How one should invest based on circumstances gets far too little attention. Whether investing periodically, like a payroll deducted 401k contribution; or the opposite, withdrawing payments on a regular basis to fund retirement or a college education; or if investing a...

It Really is All About Dividends

All was not lost in 2018, if you had the proper plan. 2018 was brutal. 10% up and 10% down in the spring followed by an upward trending summer and early fall. Then Bam! The third quarter set near term records, and not in the right direction, culminating in a 15% drop...

Investopedia Q & A

WILLIAM DESHURKO’S ANSWERS How can a nontraditional college student gain more income to provide for a brighter future?Well you could try and win the lottery, search www.ancestory.com for an unknown rich relative, or marry rich. Rule those out and your best alternative...

Article On NEW IRA Advisor Rules

To read more on the new fiduciary standard The entire article can be read at The U S News & World Report, The Smarter Investor Blog and was also published  on Yahoo! News 401 Advisor, LLC has been operating under a Fiduciary standard since the...

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