Wealth Management Educational Articles
Don’t forget year-end tax planning
With the craziness of the holidays, it’s easy to forget about year end tax planning, but this time of the year represents the perfect opportunity to reflect on the last twelve months and to review your overall personal financial situation.
U.S. economic growth continued in the third quarter of 2019
Global stock markets were mixed in the third quarter. U.S. large-cap stocks performed well, but U.S. small-cap and non-U.S. stocks struggled.
Kraft Asset Management ranks highly in national reviews
Kraft Asset Management (KAM) has been recognized as a top financial advisory firm in several recent nationally recognized reviews.
Pursue a better investment experience during volatility
hen people act like the sky is falling, it’s helpful to remember that volatility is normal, and there are simple things you can do to pursue a better investment experience.
Global stock market rally continued in the second quarter of 2019
The global stock market rally that began in the first quarter of 2019 continued in the second quarter. All major stock and bond categories we track posted gains over the past three months.
Avoid the seven deadly sins of investing
Investment mistakes happen. When they do, money is lost and confidence is diminished. Learning to recognize common investing mistakes can help you avoid these undesirable consequences.
Global trade tension and your portfolio
It was hard to miss the recent headlines about escalating trade tensions between the U.S. and China — and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios?
An HSA helps cover medical expenses, but keep in mind the pitfalls
Health savings accounts are useful vehicles for saving for medical costs in retirement, and they come with attractive tax benefits. Here is a look at the advantages and limitations.
Global stocks rebounded in first quarter of 2019
Global stocks rebounded from the late-2018 market correction in the first quarter of 2019. All major stock categories we track posted high single-digit to double-digit returns in the first three months. Bonds also advanced during the quarter as they continued to provide return consistency. While we never know for sure what caused such a swift…
2018 Market Review
After logging strong returns in 2017, 2018 turned out to be one the strangest years we have seen, as global equity markets turned negative despite several highly favorable economic developments.
Our perspective on the recent decline of the stock market
The S&P 500 reached a high of more than 2,900 in mid-September but has since declined to about 2,700, representing a high single-digits decline. Despite this drop, the S&P 500 is still close to flat for the year.
Assisted living isn’t getting cheaper, so plan now
Retirees shopping for long-term care services — including home health aides, adult day health care and assisted living facilities — are likely to face more and more sticker shock.