Worried About an Inverted Yield Curve? Diversify Your Income Sources
Some fixed-income experts are starting to fret about an inverted yield curve. But that's not necessarily something Steven Mula, the chief investment officer of JJ Burns & Co. is worrying about at the moment. "The advice we have for fixed-income investors is broadly similar to what we tell equity investors: diversify your income sources, and understand the risks in your portfolio," he says.
Best Places to Retire: Technology, Comfort of Care, Ease of Access Drive Decisions
An important part of retirement planning is deciding the best places to retire. It might mean moving to another home in the town you live now or jumping to another country.
A Potpourri of Income Investing Ideas
With interest rates still low, and expected to be so for longer, investors need to be creative to earn decent yield levels, said Steven Mula, the chief investment officer of JJ Burns & Company. "Focusing on low-cost investments such as ETFs, if appropriate, may be part of an income strategy," he said in a recent interview.
JJ Burns & Company Acquires Emmes Wealth Management
Nationally recognized wealth management expert JJ Burns announced this week that the company he founded has acquired Syosset-based Emmes Wealth Management. Emmes founder and CEO, Barry Goldberg, will join JJ Burns & Company as a Director. The acquisition represents a significant step toward JJ Burns & Company’s long-term strategic plan of building a leading wealth management team.
Seriously, Sometimes It Pays to Skip Taking an Inheritance
One of the best ways to use an inheritance may be to not inherit at all. It sounds counterintuitive to give up wealth, yet experts say so-called disclaimers can be a smart financial move whether you're planning your own estate or find yourself on the receiving end of an inheritance.
5 Foolish Mistakes Investors Should Always Avoid
Committing one of these investing sins is more than embarrassing—it could cost you dearly. A shortsighted decision with your 401(k), IRA or stock portfolio can have horrendous consequences.
$100,000 And Up Is Not Enough – Even The ‘Rich’ Live Paycheck To Paycheck
Marguerita Cheng, a certified financial planner and CEO of Blue Ocean Global Wealth, has a client in the Washington, DC area who makes $450,000 to $600,000 a year but lives paycheck to paycheck. He spends a lot of it on keeping peace with his ex-wife.
5 Changes To Make To Your Financial Plan Now
With so many regulatory changes affecting retirement, Social Security and estate planning, you should update your estate plan for the New Year.
Regulators: Consumers, be careful with bitcoin
Even as the buzz about bitcoin continues, regulators and financial advisors have begun cautioning consumers that the virtual currency may not have a place in their portfolios.
Dentists Need To Plan For Retirement, Too
Professionals, such as doctors and dentists, are a lot like you and me. They have to plan for retirement too.
But unlike you and me, these professionals have access to a wide variety retirement-planning tools and techniques. They also have a few more retirement-planning problems that other retirement savers typically don’t have.