An economic hangover – led by inflation – has set in, exacerbated by the war in Ukraine, China’s “zero-Covid” policy and more. It was worse than expected.
4 year-end tax and estate planning ideas
What a year it’s been! A crazy stock market. An election. A pandemic.I have to commend you all for hanging in there with your investment strategy through the course of the year. Your patience has been rewarded. The stock market as measured by S&P 500 Index* sits higher than when the year began. With less […]
Larry Bakerjian reflects on life, retirement and 40 years of investment planning
For this post, I’m featuring an interview with Larry Bakerjian, whom all of you know as the founder of Asset Strategies. Larry’s career as a financial planner spanned more than 40 years. I’m asked so often how Larry and Roxane are doing I thought it would be fun to have him tell us himself. Adam […]
What does a broker-dealer do for you?
If you’re a client of mine, you’ve probably noticed the name Securities America associated with my firm. It appears on your monthly and quarterly statements. It’s named in the disclosure below. It’s noted on my website. You probably receive enough mail naming Securities America that you may think they’re your pen pal. Who is Securities […]