Market Insights , Research , and Opinions from the team at 2X Wealth Group

May 2020

Does Your Portfolio Need PPE (Personal Protection Equipment) Due to Single Stock Risk?

The creep can be insidious. Restricted stock units, options, inherited stock or a growing position due to outperformance can all contribute to being overly invested in a single company stock.

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April 2020

Picking A Retirement plan option: To Roth or Not?

One of the important decisions that faces everyone who is saving for retirement is whether to pay taxes now or later.

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Congress Provides Improved Access to Cash in Retirement Accounts

How you may be able to take advantage of the new rules

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Contagion and Containment: How Can We Treat Our Ailing Financial Markets?

The Coronavirus creates a a whole new set of patients - the financial markets and the U.S. economy.

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1Q 2020 Investor Letter - THE GLOBAL PANDEMIC

The pain is palpable for the globe, our country, the world’s citizens and risk assets. Never have we felt so truly unsafe.

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The S&P 500 Catches the Coronavirus

Bombs and tweets couldn’t sink the S&P 500, but Covid-19 did. As of today, March 18th, the S&P 500 is down 30% from the February high of 3,394, bringing it very close to the lows of Christmas Eve 2018.

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February 2020

Women Will Bear the Brunt of the Retirement Crisis

A retirement crisis is brewing in America, and unless they make proactive changes, women will bear the brunt of the problem.

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January 2020

Retirement Plan Changes for 2020

The SECURE Act went into effect on January 1, and contribution limits to workplace retirement plans have increased.

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December 2019

4Q 2019 Investor Letter - THE INVINCIBLE S&P 500

Bombs and tweets are flying! BallooningFederal debt, a trade war with China, disruptions in the repo market, impeachment proceedings … no problem. The Federal Reserve has our back. President Trump no longer has unkind words for Fed Chairman Jay Powell, nor should he. With the way the Fed is pumping liquidity into this market, both lowering interest rates and buying Treasury bills, President Trump should give him a medal! Rapidly rising stock prices coincided with the increased liquidity.

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December 2019

Why Gold Often Glitters

While there is a role for gold in a diversified portfolio, gold is not universally liked or owned by investors and wealth managers.

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November 2019

Gifting to your loved ones with Uncle Sam’s help

If you are able, it is better to give assets to your loved ones while you are alive.

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October 2019

Women & Divorce: The Intersection of Divorce and Your new financial Beginning

‍Change is never easy and embarking on the divorce process is no exception.

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October 2019

How do you choose a financial Advisor

Finding the right advisor can be a tricky process. First, it’s important to determine what kind of services you need and what kind of relationship (if any) you want to have.

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3Q 2019 Investor Letter - ARE WE REACHING THE TIPPING POINT?

In the midst of a global slowdown, the U.S.has been the best house in a bad neighborhood. The dominos of negative economic data keep falling, and we're edging closer to the tipping point into a recession. The Fed says the U.S. economy is sound and their two rate cuts are simply due to potential trade war risks that haven’t fully materialized. Can we still achieve a soft landing? Or, will we reach a point of no return where a trade deal will be too late and incapable of reversing the negative economic trends we see?

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Alarming Spike Last Week in Banks' Short-term Funding Costs

The rates on overnight repurchase agreements—known as repos—suddenly rose above 9% last week.

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In the News

YAHOO! FINANCE’S THE TICKER INVITED LORI ZAGER TO APPEAR LIVE FROM THE NEW YORK STUDIO TO PRESENT OUR VIEWS ON RECENT TRADE DEVELOPMENTS AND CURRENCY TRENDS.

She pointed out that companies have already done much of their buying for the Christmas season, and as the trade war has dragged on, they have also shifted supply chains away from China. Both factors mute the market impact of delaying phase one of China trade deal. Further, she stated her belief that the dollar will weaken in 2020, particularly to the Euro, as the Federal Reserve is on hold at the same time the EU isfocused on using fiscal policy to stimulate the European economy. With regard to the Chinese currency however, a weaker Yuan will likely serve Xi’s political needs to meet growth targets.

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In the News