Archive

January 20, 2020

RETIREMENT PLAN CHANGES FOR 2020

The SECURE Act went into effect on January 1, and contribution limits to workplace retirement plans have increased.
BY LORI ZAGER & LISA JAMES
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December 20, 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.
BY LORI ZAGER & LISA JAMES
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October 31, 2019

Women and Divorce Part 1: THE INTERSECTION OF DIVORCE AND YOUR NEW FINANCIAL BEGINNING

Change is never easy and embarking on the divorce process is no exception.
BY LISA JAMES & LORI ZAGER
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Sept 23, 2019

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.
BY LORI ZAGER & LISA JAMES
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July 26, 2019

HOW MUCH MONEY IS ENOUGH IN RETIREMENT?

Does a low interest rate environment blow up your retirement portfolio?
BY LORI ZAGER & LISA JAMES
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May 30, 2019

Why do We Care About the Shape of the Yield Curve? What Does it Tell Us?

We never really know where markets and the economy are headed, but market participants constantly look for clues.
BY LORI ZAGER & LISA JAMES
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May 8, 2019

A Financial Blueprint for After Loss

No one wants to think about death, and I certainly never intended to be the poster child for being a young widow.
BY LORI ZAGER
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April 2, 2019

PICKING A RETIREMENT PLAN OPTION: TO ROTH OR NOT?

Nothing in this world is certain except death and taxes. One of the important decisions that faces everyone who is saving for retirement is whether to pay taxes now or later.
BY LORI ZAGER & LISA JAMES
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November 15, 2018

The art of the deal

Why does the current market tone feel different from the February and March stock market selloffs?
BY LORI ZAGER & LISA JAMES
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October 12, 2018

HOW DO YOU CHOOSE A FINANCIAL ADVISOR?

What to consider when choosing an advisor
Lisa James & Lori Zager
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September 4, 2018

A BLUEPRINT TO PUT YOUR ESTATE IN ORDER

Estate Planning is an uncomfortable process, but taking the time to plan is a gift to your heirs.
Lisa James & Lori Zager
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June 5, 2018

What role do bonds play in your Portfolio?

When Do They Protect You? When Do They Hurt You?
Lisa James & Lori Zager
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March 22, 2018

RISING INTEREST RATES? INFLATION? HOW DO THEY AFFECT YOU?

The 10-year US Treasury bond bottomed in July of 2016. Since then, the interest rate on the 10-year has more than doubled from 1.39% to 2.9%.
Lisa James & Lori Zager
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February 8, 2018

VOLATILE MARKETS

Worst Day Ever for the Dow Jones Industrial Average!
Lisa James & Lori Zager
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January 25, 2018

ESTATE PLANNING: ADVANCE DIRECTIVES AND DURABLE POWER OF ATTORNEY FOR HEALTHCARE

My husband badgered me to read Being Mortal by Atul Gwande. He, like Gwande, was a physician and as interested in dying well as he was about living life to the fullest. 
Lori Zager
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January 3, 2018

JANUARY IS FINANCIAL HEALTH MONTH 

Get your checkup!
Lisa James & Lori Zager
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November 20, 2017
Concerned about buying at the top
Perspective As the current bull market ages (from the bear market end in March 2009) investors are increasingly worried about buying at the peak.
Lori Zager
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August 1, 2017
The Difference Between An ETF And A Mutual Fund
The basic difference between a mutual fund and an exchange traded fund (ETF) is that an ETF trades like a common stock as its price changes throughout the trading day.
Lori Zager
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April 23, 2017
A Tribute to Auntie Di
On Friday April 14th, 2017 Diane Silver passed away. My daughters called her Auntie Di, and in reality she was more of an aunt to them than their own flesh and blood.
Lori Zager
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June 9, 2016
Brexit Flight to Quality
Brexit is spurring a flight to quality move into US Treasuries.
Lori Zager
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June 1, 2016
Does it make sense to buy dividend paying stocks?
The short answer is yes.
Lori Zager
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March 2, 2016
The Forgotten Woman
In February 2016, I read an article by Reshma Kapadia in Barron’s (a financial newspaper) entitled The Forgotten Woman.
Lori Zager
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The views and opinions expressed in the posts on this page  are those of the author and do not necessarily reflect the position or views of Ingalls & Snyder, LLC.  Certain content on this page were originally  posted in a personal blog maintained and operated independently by the author prior to joining Ingalls & Snyder, LLC. 

The content on this page are for informational purposes, and is not intended to be a formal research report, a general guide to investing, or as a source of any specific investment recommendations and makes no implied or express recommendations concerning the manner in which any accounts should be handled. Any opinions expressed in this material are only current opinions and while the information contained is believed to be reliable there is no representation that it is accurate or complete and it should not be relied upon as such.  Investing involves risk, including loss of principal, and no assurance can be given that a specific investment objective will be achieved.