1650 Wealth Management

05/15/2024

A must read for 529 Plan investors.

07/19/2023

New York Stock Exchange visit. Thank you U.S. Global for inviting me to a due diligence meeting at the stock exchange.

04/25/2023

Visited the Chicago Board Options Exchange this afternoon. An average of over 9 million options are traded here each day.

04/10/2023

Assisting adult children and/or grandchildren financially is an expense we advise our clients to plan for during their retirement years.

A new Bankrate survey found that 7 in 10 parents with adult children made financial sacrifices to help them. Here's how this can backfire.

11/22/2021

Thank you to Think Advisor for profiling the merits of utilizing structured notes within an investment portfolio.

Advisors may think these products too institutional, but they would be wrong.

03/30/2021

Why has your home value skyrocketed over the past 12 months? This link will explain why.

Home price gains are accelerating at an alarming pace, a sharp, pandemic-induced inflation that some claim is not getting enough attention from the Fed.

07/01/2020

Interesting report on why wearing masks may help the economy.

A face mask mandate would not only cut the daily growth rate of new cases of Covid-19, but could also save the U.S. economy up to 5% in GDP.

06/06/2020

It’s never too early to begin saving for college....

Harvard estimates it will cost students more than $75,000 to attend the university in the upcoming year. Here's how much you would need to save to send your kid there in the future.

05/29/2020

Great insight for parents of teenagers.

CNBC Select reviews why experts recommend getting a credit card at age 18 and how to protect your credit score as a new cardholder.

02/27/2020

An interesting perspective on the recent volatility in the stock market.

Here's what you need to know about how long and how severe the typical correction tends to be, according to CNBC and Goldman Sachs analysis.

02/07/2020

Are you in the 1%?

The difficulty of making the cut varies greatly depending on where you live.

01/29/2020

https://www.msn.com/en-us/money/retirement/retirement-dreams-dollar3-million-is-the-new-dollar1-million/ar-BBZnv6v

Have you and your 401(k) plan ridden this relentless bull market into glorious millionaire territory? If so, congratulations! Now here’s the bad news.