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Wealth Watch

The 7th Inning – This Recovery Is Almost Done

The last several weeks there has been a greater amount of noise around our current economic recovery.  In fact, some have strongly stated this recovery is done.  In digging deeper (as you always need to!), the crux of these statements boiled down to a few things: The market and economy have been in an expansion […]

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Protecting Assets Given to Children – What If They Get Divorced?

It is common for parents to make gifts of assets to their children.  Mom and Dad often make cash gifts while they are living or leave their assets to their children when both spouses have passed.   Sometimes, substantial gifts or distributions are made to children such as stock in family-owned businesses.  Can those assets be […]

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4 Questions to Evaluate Your Long-Term Care Plan

The AARP and AICPA recently conducted surveys to gauge retirees’ biggest concerns. Number one was running out of money which is not too big of a surprise. However, number two was health and long-term care planning – not losing a loved one, staying busy in their next phase, finding time to be with family and […]

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Working Wealthy – Don’t Be A Bank

A wonderful client of BDF once shared with me the following fable. I was reminded of it recently and how much it applies to modern day. Hundreds of years ago in a faraway village, there was a man who lived in a house. The man in the house was the wealthiest man in the village. […]

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Wealth Watch

Did Amazon Kill Retail?

As we wrap up another quarterly earnings season marked by strong earnings, the retail sector has the feel of a dead man walking. Macy’s, Kohl’s and JC Penney had dismal earnings reports. Of the major brick and mortar retail sales Nordstrom was the rare positive earnings surprise (a modest 1.7% growth in same store sales). […]

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Are Tech Stocks Worth Biting into or Ready to Bite the Dust?

“FANG” stocks are all the rage – and no I am not referring to snakes or vampires!  FANG is the term coined by CNBC analyst Jim Kramer to describe large technology stocks Facebook, Amazon, Netflix, and Google.  And if you read the headlines lately, it’s easy to think these stocks could rule the world.  Facebook […]

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Graduation Gifts with a Tax Break

Summertime brings us joy and excitement in many ways. There’s family barbeques, concerts, and weekend trips to the lake, just to name a few. It’s also a time for new experiences, as fresh empty-nesters pack up their cars and prepare to say goodbye to their recent high school graduates. With the 2017 Fall Semester looming […]

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Wealth Watch

Fed Watching Redux

In our April 13, 2017, Wealth Watch entitled “Fed Watching,” we suggested that “Fed watching” may become more interesting in the months ahead as the Fed shifted to tighter monetary policy. At that point, the Fed had raised rates for the second time in three months and said it would consider steps to unwind its balance sheet. No details […]

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China’s A Shares an “A” Idea?

On June 20th, index provider MSCI announced big news.  They finally decided to include mainland Chinese stocks (known as A-Shares) to their indexes.  The world’s second largest economy will now get a stage in a huge index.  The MSCI Emerging Markets Index alone is tracked globally by an estimated $1.5 trillion of assets.  By including […]

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Social InSecurity?

It often seems that everywhere you look, you’re confronted by headlines about the impending “collapse” of Social Security. There is often so much negative information presented, it’s hard to fully understand the reality of the situation. We’re here to help. Social Security “Bankruptcy” One of the most frequently cited Social Security statistics is that it’s […]

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Working Wealthy – What’s My Number?

Situationally speaking, this question might get different answers from different groups of people. I can still recite the phone number of my childhood home and the number of my best friend. Neither of us has lived at those addresses for over 20 years, but numbers have a funny way of sticking with a person. Others […]

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Wealth Watch

Diving Into Covered Call Writing

The markets have been wonderful over the past year and a half.  Some may say even too wonderful.  Currently we have low yields on bonds and stocks at all-time highs. As always, BDF’s Investment Committee scours the landscape for ways we can make long-term fundamental improvements to your portfolio.  You often hear a lot about […]

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