Posts Tagged ‘Fresno Retirement Planning’
Fresno Financial Consultant News: Investors Benefit From “Fee Wars”
From two-for-one buys to free shipping, consumers love saving money. The same is true for investors. Over the past 20 years, investors have become savvy at monitoring not only how much their portfolio earns, but how much they pay in management and other fees. This attention to cost has driven expenses down in the last…
Read MoreFresno Financial Advisor News: The Millennial Economy
The millennial generation hasn’t had it so great. A recent economic analysis reports that since entering the workforce five to 20 years ago, the average millennial has experienced slower economic advancement than any other generation in U.S. history.1 It’s not just a matter of long periods of high unemployment. It’s also because getting that first “real”…
Read MoreFresno Retirement Advisor News: Fixed Income vs. Stock Portfolio
Early this year, many stopped spending and began saving money. This wasn’t difficult as many areas of the economy were — and possibly still are — shut down. For some, vacation plans were canceled, and the normal level of entertainment activities and dining out have been curbed. If you’ve remained employed, chances are good you’ve…
Read MoreFresno Financial Consultant News: Is the Economy Slowly, Silently Sliding?
Prospects for stock market growth have remained resiliently and optimistically cheerful this year, despite the nine-month-long pandemic. Unfortunately, the time may be at hand for a stock market price correction that better reflects the state of the global economy. The lack of ongoing fiscal stimulus which, even if passed, may not feasibly be able to…
Read MoreFresno Retirement Consultant News: Investment Scams on the Rise
Overview In 2020, the U.S. Securities and Exchange Commission (SEC) issued an alert regarding a significant increase in investment scams. The sudden rise was attributed to the outbreak of the virus and subsequent market and economic declines. According to analysis of consumer complaint data by the Federal Trade Commission (FTC), there was a 70% upsurge…
Read MoreFresno Financial Advisor News: The Shape of Economic Recovery
Overview Following the longest recorded economic expansion in history, the U.S. hit its peak in monthly economic activity in February 2020. And yet, this was quickly followed by two consecutive quarters of economic decline — thanks to the coronavirus invasion on U.S. shores. In fact, the second quarter of 2020 suffered the steepest quarterly drop…
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