By Yann Kostic from the September 2016 Edition Even if you receive a decent pension and/or have adequate savings in retirement accounts, you still may worry that you’re spending too much in retirement. This is as true here in México as it would be back up north. It’s not uncommon for people who transition from […]
Continue reading
By Yann Kostic from the August 2016 Edition Many of us who lived through the financial crisis of 2008 believe another stock market crash is on the horizon. Consider billionaire investor Carl Icahn, for example, who had a net equity position that was 150 percent short as of the end of March. That indicates at […]
Continue reading
By Yann Kostic from the July 2016 Edition Is your portfolio ready for summer? This time of year, most of us are in vacation mode and the same can be said for the people who drive the financial markets. Investment analysts, traders, brokers, and money managers take vacations, too. As a result, the summer season […]
Continue reading
By Yann Kostic from the June 2016 Edition Sometimes we get lucky through an inheritance, a tax refund, a settlement, a gift, or even winning a lottery. The downside is that we have to figure out what to do with the cash. In such a situation, where do you start? Understanding how to prioritize your […]
Continue reading
By Yann Kostic from the May 2016 Edition The oil industry is experiencing its deepest downturn since the 1990s: the price of a barrel of oil has fallen by more than 70 percent since June 2014, and that’s affecting oil companies. Their earnings are down, so they’re cutting back on exploration and production. Many have gone […]
Continue reading
By Yann Kostic from the April 2016 Edition The headlines aren’t very comforting: A collapse in Chinese stocks has pushed the Dow Jones Industrial Average down by triple digits several times recently, even forcing Chinese regulators to halt trading. And, also recently, the International Monetary Fund (IMF) cut its 2016 global growth forecast from 3.6 […]
Continue reading
By Yann Kostic from the March 2016 Edition If the income from your individual retirement accounts (IRAs) turns out to be more than you actually require in retirement, and you’re looking for ways to pass on some or all of your IRA assets to your heirs, you’ll need to make some choices. The first required minimum […]
Continue reading
By Yann Kostic from the January 2016 Edition Despite market volatility, 2015 was a good year for many investors. As a result, you may find that the start of a new year is a good time to get together with your financial advisor to review your investments and make any necessary changes. Here are five […]
Continue reading
By Yann Kostic from the December 2015 Edition Investing always necessitates balancing risk and return, and that challenge becomes even greater as you near retirement: you have to invest aggressively enough to build a nest egg that can support you for the rest of your life, but also insulate yourself from market turbulence that could set […]
Continue reading
By Yann Kostic from the November 2015 Edition International markets can offer high potential returns, but it’s important to remember that more return potential means more risk potential: as we’ve seen in recent months, China’s currency and production challenges have had negative repercussions around the world. Currency fluctuation is a significant risk. The value of […]
Continue reading
You must be logged in to post a comment.