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"Millennials are parents to 50 percent of today’s children"

Submitted by DeDora Capital on May 4th, 2018

by Will Becker, AWMA/AIF

Happy Friday!

 

Mother's Day is around the corner on May 13th, and this is projected to be the second straight $23 billion year for the holiday. Last year, Mother's Day spending reached $23.6 billion, this year it is estimated to come in at $23.1 billion.

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Inflation

Submitted by DeDora Capital on April 20th, 2018

by Will Becker, AWMA/AIF

Happy Friday!

 

This week's topic is Inflation, and before you shake your head in dismay, let me say that Inflation is one of the least appreciated factors in economics, family finances, financial planning, and, well, just about everything we do on the team. So, get that cup of coffee, and let's do it!

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What's the Deal with Trade & Tariffs?

Submitted by DeDora Capital on April 6th, 2018

by Will Becker, AWMA/AIF

Happy Friday!

 

Investment Perspective

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Tariffs, Interest Rates Go Up, and Facebook/Cambridge Analytica

Submitted by DeDora Capital on March 23rd, 2018

by Will Becker, AWMA/AIF

Happy Friday!

 

Interest Rates

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Survey Finds 42% of Americans Will Retire Broke

Submitted by DeDora Capital on March 9th, 2018

by Will Becker, AWMA/AIF

Happy Friday!

Investment Perspective

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The Active in Custom, Active, and Tax Sensitive

Submitted by DeDora Capital on February 23rd, 2018

by Will Becker, AWMA/AIF

Happy Friday!

A few comments on the flu, then on to the markets. 

The Flu

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Spaceman & Punctuated Equilibrium

Submitted by DeDora Capital on February 9th, 2018

by Will Becker, AWMA/AIF

Happy Friday!

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The $3 Trillion Stash

Submitted by DeDora Capital on January 26th, 2018

by Will Becker, AWMA/AIF

Happy Friday!

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Risk Happens & Tax Reform Rubik's Cube

Submitted by DeDora Capital on December 15th, 2017

by Will Becker, AWMA/AIF

Happy Holidays!

This is a quick update as we head into the Holiday season. This will be the last update of the year, barring something really weird happening in the markets between now and 12/31/17... so see you in January 2018!

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Care vs Reckless

Submitted by DeDora Capital on December 1st, 2017

by Will Becker, AWMA/AIF

Happy Friday!

Planning Perspective

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Disclosure: This commentary on this website reflects the personal opinions, viewpoints and analyses of the DeDora Capital, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by DeDora Capital, Inc. or performance returns of any DeDora Capital, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. DeDora Capital, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Categories

  • Back To School (1)
  • Brexit (2)
  • Election (2)
  • Family Finances (10)
  • Holidays (3)
  • Inflation (3)
  • Interest Rates (3)
  • Socially Responsible & Impact Investing (4)
  • Water (1)
  • Women (1)
 

                  


DeDora Capital, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where DeDora Capital, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by DeDora Capital, Inc. unless a client service agreement is in place.

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