October 15, 2018
A new study conducted by the Schwartz Center for Economic Policy Analysis has found that two in five middle-class workers and their spouses will be downwardly mobile in retirement, falling… Read more
October 10, 2018
A new survey commissioned by TD Ameritrade has revealed that Americans have lofty ambitions for their retirement years, but are unsure about their finances. Of the 2,002 people surveyed, 8… Read more
October 9, 2018
The National Federation of Independent Business’s small-business optimism index fell by 0.9 in September after reaching a 45-year high in August. The seasonally adjusted level for the month came in… Read more
October 8, 2018
ATTOM Data Solutions has released its U.S. Home Affordability Index for Q3 2018, and it shows that U.S. home prices are at their most unaffordable level since 2008. The report… Read more
September Job Growth Comes in Below Expectations, But Unemployment Drops to Lowest Level in Almost 50 Years
October 5, 2018
Nonfarm payrolls for September increased by 134,000, according to Labor Department figures released today. This number is well below the 185,000 increase that economists had expected. The increase was the… Read more
October 4, 2018
August’s U.S. factory order increased by 2.3 percent over the previous month, increasing to $510.5 billion. This is the biggest monthly increase since September 2017. Economists had forecast a slightly… Read more
October 3, 2018
The National Retail Federation is expecting retail sales for November and December to see an increase of between 4.3 and 4.8 percent over last year. This would see total holiday… Read more
January 29, 2020
The recent coronavirus outbreak has already enacted a human cost. At the time of writing, there have been nearly 4,700 confirmed cases, resulting in more than 100 deaths. Both numbers… Read more
April 28, 2019
At a recent speaking event, former Federal Reserve Chairman Janet Yellen sounded the alarm about corporate debt. In the event of an economic downturn, she warned that the current levels… Read more
November 23, 2020
With multiple viable vaccines on the horizon, many are hopeful that consumers will be eager to resume regular activity, especially for the hardest-hit parts of the economy like travel and… Read more
November 20, 2020
Much has been made about struggling renters and the accumulation of back rent that many face, but it’s not just residential real estate, but commercial too that is dealing with… Read more
November 17, 2020
Retail sales increased less than expected last month, leaving some analysts worried that growth will continue to slow as coronavirus cases continue to climb. Sales for the month were up… Read more
November 13, 2020
Americans’ view of the economy has worsened in recent weeks, as coronavirus cases surge. The University of Michigan’s index of consumer sentiment fell to 77 during the two weeks ending… Read more
November 12, 2020
Despite uncertainty regarding a new Presidential administration and a surge of coronavirus cases, economists remain confident about the economy’s overall health, according to the Wall Street Journal’s most recent economist… Read more
November 11, 2020
The U.K.’s economic recovery is on track to lag behind other European nations and the U.S. The nation’s economy grew by 15.5% in the third quarter, far less than other… Read more
“Modern finance is based on scientific reasoning guided by theory, not subjectivity and speculation.”
John “Mac” McQuown
Patience mitigates risk.
When it comes to investment products, complexity often fosters fraud and abuse.
Portfolio diversification enables investors to manage their fear of the unknown.
Rebalancing is like love, you never have to say you are sorry. You are always selling high and buying low.
A good investment policy should never risk what you already have for something you don’t need.