by Gary S. Morrow | Apr 15, 2021 | Commentary
There is no one best time to take the required minimum distribution. Great stuff here from Natalie Choate of Morningstar.com: How and When to Take Your RMD | Morningstar
by Gary S. Morrow | Apr 14, 2021 | Chart of the Day, Commentary
The energy sector is back on track today. The top 20 gainers in the S&P 500 Index is dominated by energy. The sector in general has been in pullback mode since peaking in early March. At last week’s lows the XLE(SPDRs Select Sector Energy ETF) had dropped...
by Gary S. Morrow | Apr 13, 2021 | Commentary
San Francisco lost the most residents of any major city in the United States. What are the details? Of all the major U.S. cities, the home to Democratic House Speaker Nancy Pelosi (Calif.) topped the charts for losing the most residents in 2019 and 2020, according to...
by Gary S. Morrow | Apr 13, 2021 | Commentary
“We’re too fat to fight this virus but not allowed to talk about it.” The lede: “Having obesity may triple the risk of hospitalization due to a COVID-19 infection,” the CDC has said. Obesity impairs the immune system, decreases lung capacity and reserve,...
by Gary S. Morrow | Apr 12, 2021 | Commentary
One of the things we often see with financial planning is a huge emphasis on the beginning of retirement. When we do that, we often forget all the major events that come before and after retirement, such as purchasing a car or planning for your children’s college...
by Gary S. Morrow | Apr 11, 2021 | Commentary
“Princeton, a school with a $26.6 billion endowment, is receiving $12 million, while Yale will add $17.3 million to its $31.2 billion stockpile, and Penn has been awarded $26.3 million on top of its nearly $15 billion fund. Columbia and Cornell will each receive just...