Jeff's return podcast appearance on "SL Advisors Talks..."
Submitted by OFC Wealth Management on November 1st, 2022Jeff was a returning guest on the podcast "SL Advisors Talk..." to discuss energy value in today’s markets.
Jeff was a returning guest on the podcast "SL Advisors Talk..." to discuss energy value in today’s markets.
Jeff was the special guest on the podcast "SL Advisors Talk..." to discuss the state of equity markets.
Jeff appeared with Steve Wieting, Chief Investment Strategist at Citi Private Bank, and Ben Laidler, Global Markets Strategist at eToro, to discuss the state of equity markets after a historic bull run and strategies for managing risks going forward. "Deep Dive" is hosted by Jonathan Rosenzweig, the former Director of Equity Research at Citi. Check out the l
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.
There is a famous quote from Harry Truman that goes like this:
Give me a one-handed economist. All my economists say, 'On one hand...', and then 'But on the other...'
So let's play two-handed economist and lay out some of the key plusses and minuses of the market landscape. We have just had a historic month with:
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio. Investing, like everything else in life, has no guarantees, and even the hottest stock or the best tip may not always perform the way we would like.
It's March already?!? Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.