Is Time Running Out for the Secure Act 2.0?
The Secure Act 2.0, which aims to expand access to retirement plans, needs to pass before January 3rd; otherwise it will need to be re-proposed to both houses. Although it is likely to pass eventually, due to its bipartisan support, a failure to pass it soon could result in serious delays.
FTX COLLAPSE: Risk Management Lessons to Save Your Money
The FTX collapse is a cautionary tale of many things, greed and hubris among them of course, but also a failure to really appreciate the importance of risk management. Many unsophisticated investors wonder why you would need to bother with complex models, when you can simply invest in an index fund or base your strategy on financial press hype.
Questions Plan Sponsors Should Ask Retirement Plan Advisers
The relationship with a financial adviser is key for retirement and the financial health of a plan sponsor’s employees. Advisers should become more knowledgeable not only about retirement, but also about other aspects of retirement planning.
Black Swan Put Protection: How to Impement It in Your Portfolio
Options, particularly put options, have a big role in risk management. In this video we discuss how S&P 500 put options can hedge risks and how much it costs to employ put options to hedge risks.
Great Dollar Expectations
It might be apocryphal but apparently Leonard Cohen took six months to write Hallelujah whereas Dylan wrote Blowin in the wind in three minutes.
What Does The Chinese Microchip Ban Mean For Your Portfolio
A brief peak behind the curtain revealed some palace intrigue that went viral this week. President Xi’s predecessor, Hu Jintao, was forcibly escorted out of the party conference. China watchers speculated health concerns or a purge; but it’s unlikely we’ll ever really know.