BY CHRIS HANLY, CFP® INVESTMENT CONSULTANT, GARY GOLDBERG FINANCIAL SERVICES Markets are turbulent, we all know this. During most of our investment lifecycle this can be a positive as it gives investors an opportunity to “buy on the dip” as so many say. However, for retirees and those who are in the distribution phase of […]
BY CHRIS HANLY INVESTMENT CONSULTANT, GARY GOLDBERG FINANCIAL SERVICES Having Options is the key to a tax efficient portfolio: We all know that ordinary income, dividends, and long-term capital gains can all be taxed at very different rates, yet so few of us design an investment strategy that will provide the desired income/cash-flow in the […]
BY CHRIS HANLY INVESTMENT CONSULTANT, GARY GOLDBERG FINANCIAL SERVICES We sure live in interesting and exciting times, especially from an investment perspective. I can’t think of anyone who predicted a 7-8 percent market rally on November 9th, the day after Mr. Trump became President Elect Trump. Regardless of how you feel about President Trump, this […]
BY: CHRIS HANLY INVESTMENT CONSULTANT, GARY GOLDBERG FINANCIAL SERVICES The Trump rally is really history repeating itself. While many are a bit surprised at the strong market rally since Mr. Trump won the Presidential election, we view this more as history repeating itself. There are valuable lessons to be learned for 2017 and beyond. Investors […]
By CHRIS HANLY INVESTMENT CONSULTANT, GARY GOLDBERG FINANCIAL SERVICES Ok, so it’s nearly over – after next week, the elections will have come and gone. Of course, given the high levels of anxiety over the candidates and what the election will mean for our country, economy and the market is highly contentious. But it’s really […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services Politicians, on both sides of the isle, have become masterful at pulling heartstrings and playing on voter’s emotions. Of course, these same voters are also investors and are therefore very conflicted and concerned over the outcome of the upcoming Presidential elections and how the results might […]