by Asset Strategy | Feb 8, 2023 | Retirement Planning, The New York Times
In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their money. But 2022 was a nail-biter: Bonds plunged alongside stocks, and many people in or nearing retirement wanted investments that would guarantee a smoother ride. Many of...
by Asset Strategy | Sep 28, 2022 | Inflation, Taxes & Tax Planning, The New York Times
New York Times High inflation has taken an obvious toll on the cost of groceries, new cars and rents, among other things. But it may also help to know that, in addition to a big boost to Social Security payments, inflation could help save money on your federal tax...
by Asset Strategy | Aug 17, 2022 | Financial Wellness, The New York Times
The New York Times For Ellie Alvarado, a teacher and mother of three in Elgin, Ill., figuring out how to pay the bills has become a source of anxiety and tension, especially when she and her husband argue over how to cut back. “When I say, ‘OK we cannot buy anything...
by Asset Strategy | Jul 13, 2022 | Investing, Private Wealth Management, The New York Times
The New York Times I wouldn’t wish this bear market on anyone. A lot of people have been losing a lot of money — not just billionaires, but ordinary working people who have been salting away savings for years. It will be even worse for those who lose their jobs in a...
