Emily Balmages, CFP®, CRTP – Warren Street Wealth Advisors

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You, Your Retirement, and the SECURE Act

Coronavirus: Here’s a Portfolio Treatment PlanFebruary 29, 2020 - 1:43 am
Wow! Our last published piece on the blog was “2019: A Year for the Record Books”. Two months later and the peace and quiet of yesteryear seem a distant memory. Scary days have arrived, thanks to the concern over how coronavirus might impact our global economy. As we draft this update, headlines are reporting the […]
2019: A Year for the Record BooksJanuary 29, 2020 - 5:15 pm
Key Takeaways 2019 turned out to be one of the best years for the financial markets in recent history. To understand how we got there, it’s helpful to consider where we began. Factset did a very good job of this on its website insight.factset.com: “As we began 2019, the big economic stories were the Fed’s […]
You, Your Retirement, and the SECURE ActJanuary 9, 2020 - 5:46 pm
‘Risk On’ trades take the lead in OctoberNovember 13, 2019 - 6:54 pm
‘Risk On’ trades take the lead in October Key Takeaways U.S. growth stocks and emerging markets jump-started the 4th quarter with returns of 2.82% and 4.22% respectively as investors shifted away from ‘risk off’ assets such as defensive stocks and U.S. Treasury bonds The FOMC dropped its federal funds interest rate target for the 3rd […]