Macro Overview February 2021

Kent Forsey, CFP® COVID-19, Economic Update, Investing, Macro Overview, Stimulus, Stocks, Tax Returns, Vaccination

As we settle into the new year, we find the market influenced by an unexpected source, progress in vaccination distribution and new information on stimulus checks. Read on for additional information into these areas and more. Speculative trading among smaller retail investors raised concerns about how social media is influencing individual stock valuations. Recently popularized social news aggregation and discussion …

Shorter Settlement for Stocks & Bonds

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Bonds, Investing, Mutual Funds, Securities, Settlement Policy, Stocks

As of September 5, 2017, the settlement period for most security transactions has been shortened to two days, from three days. The two-day settlement date applies to most security transactions, including stocks, bonds, municipal securities, mutual funds traded through a brokerage firm, and limited partnerships that trade on an exchange. Government securities and stock options will continue to settle on …

Investing in Precious Metals

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Client Education, Investing, Precious Metals

Investing in Precious Metals November 11, 2016 With the constant barrage of commercials, talk-show hosts and unsolicited emails etc. touting the virtues of investing in gold or silver, we are often asked whether it would make sense for them. The question we have to ask ourselves is what would be the purpose of our investment in precious metals.  First of …