What’s fueling the rally?  Provided by Marc Aarons With all the election chatter and stock market volatility, it may have been easy to miss the ongoing uptrend in long-term interest rates. The yield on the 10-year Treasury bond is sitting just below 1%. Just a few short months ago, the 10-year was yielding roughly 0.5%.1 […]

Six areas of personal finance to review.  Provided by Marc Aarons  When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: […]

What you should know about the change. Provided by Marc Aarons The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup. Salesforce.com, Amgen Inc., and Honeywell International Inc. have replaced Exxon Mobil Corp., Pfizer Inc., and Raytheon Technologies Corp. The change […]

Is it right for you?  Provided by Marc Aarons The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for […]

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next?   Provided by Marc Aarons at Money Managers, Inc. In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we […]

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1  Provided by Marc Aarons at Money Managers, Inc.  Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional. Your […]

In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher. Quarterly Economic Update A review of Q3 2019, Presented by Marc Aarons at Money Managers, Inc. THE QUARTER […]

Global mutual funds vs. international mutual funds.  Provided by Marc Aarons at Money Managers, Inc.  For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global mutual fund or an international mutual fund. By definition, international funds invest in non-U.S. markets, while […]

Expect volatility, but avoid letting the headlines alter your plans Provided by Marc Aarons at Money Managers, Inc. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to […]

Retirement income may come from a variety of sources. Provided by Marc Aarons at Money Managers, Inc. For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security. Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security […]