Montgomery Community Media

Rarely in my career have I seen such polarizing views on the direction of stocks. One view anticipates a slow recovery due to the extremely high levels of unemployment and the uncertain future of a vaccine for Covid-19. The countering view forecasts one of the most rapid financial comebacks in history, largely due to the […]

Many stock and bond investors were caught off guard by the swift and severe market downturn earlier this spring. At the market bottom, things looked dismal, and many stock and bond investors panicked. Remember, for every buyer there has to be a seller—and there were folks who sold on March 23rd when the Dow Jones […]

As any investor knows, the COVID-19 virus has recently put the stock market on a vicious roller coaster. After a quick and severe drop of almost 40%, as of April 13, the stock market has recovered almost 30%. Unfortunately, we still need another 20% bounce in order to reach our prior all-time highs. Nevertheless, the […]

As people plan for retirement, it is no longer considered the end of something but rather the beginning of a new adventure and even an exciting phase of life. The individuals and couples that I speak with envision a retirement where they’re engaged in their favorite activities, causes, and passions. This leads to the question, […]

Thus far in 2020, the U.S. stock market is off to a virtually uninterrupted, positive start. There are legitimate reasons for stock investors to be optimistic, including an expected increase in corporate earnings as well as continued strength from the U.S. consumer fueled by strong wage growth and low unemployment. The economy is also benefiting […]

The 2017 passage of the Tax Cuts and Jobs Act added accommodative fiscal policy to the already expansionary monetary policy instituted by the Federal Reserve (the Fed). Such dual economic stimulus has not been in effect for most of the past four decades. Outside of two sharp economic and stock market crashes, these recent decades have […]

Financial planning is very unique to each individual and specific advice will vary for each person and situation. Sometimes in our practice, we offer guidance that runs counter to popular opinion. Here are four strategies that can be considered unconventional yet may be appropriate in specific circumstances. Don’t use your HSA for medical reimbursement. Sure, […]

With over 10,000 Americans turning 65 every day, the question of how to pay bills during retirement is on the minds of many. I have almost daily conversations with individuals planning for their next stage of life and surprisingly, while each situation is unique, the choices all dovetail into the same five ways that cash […]

There is a growing realization that America’s youth are not prepared to make complex, or even some daily financial decisions. And in a world where private sector pensions are becoming rare, being financially literate, understanding the role of money, and being able to save for eventual retirement is becoming increasingly important. Fortunately, some colleges are […]

For two incredible weeks, the world’s best tennis players compete for the U.S. Open Tennis Championships. Outstanding coverage can be found on ESPN and the Tennis Channel with former players and expert analysts offering tips and observations of the players and their strategies.  While watching the first week of action, I realized these extremely talented […]