The Wiser Wealth Blog
Saving Up for a House? How to Avoid Holiday Debt This Year
Saving up for a house is exciting, but it’s also a major undertaking. The days and months pass and your savings account gets larger and larger. But then, suddenly, the [...]
October 2020 Market Commentary
October 2020 market had both tricks and treats for investors. Overall, equity markets moved lower for the second month in a row primarily because of investor reactions to Congress’ inability [...]
Medicare Considerations During Open Enrollment
Since Medicare open enrollment started back on Oct 15th, now would be a good time to discuss Medicare considerations. Healthcare expenses are increasing at an alarming rate of over 5%, [...]
Does October Effect Really Exist?
There are many adages in the financial services industry relating to the stock market. As I described in my blog post, Sell in May and Go Away, these phrases may [...]
6 Month Anniversary From Market Lows
Two weeks ago marked the 6-month anniversary of the March 23rd market lows. In March, many thought the world was ending and there was no way to keep the economy [...]
Fiscal vs. Economic Stimulus
With the general election so near and congressional Democrats and Republicans so far apart, it is increasingly doubtful a new round of fiscal stimulus will come the market prior to [...]
Equity markets respond to Covid-19
The response by economic sectors to coronavirus has been uniquely different from previous market shocks. The U.S. equity market has been one of the best performers on a relative basis [...]
The election and your portfolio
The first half of 2020 felt particularly unstable and unpredictable with the pandemic, protests, hurricanes and wildfires. As we move further into the fall, the fact that 2020 is also [...]