This is not the time to chase gains in the stock market. That’s according to Liz Ann Sonders and her team at Schwab. They graphically illustrate the current market fundamentals behind their caution. You can avoid over-investing in insurance by considering 11 factors described by Jonathan Clements. For singles, there are two tools that should be part of their estate planning. Karen Wallace of Morningstar offers advice on the legal documents everyone should have.
Schwab Market Perspective: Concerning Lack Of Concern? –U.S. stocks have now recovered their late-2018 losses in a sharp V-shaped move. Liz Ann Sonders and her team at Schwab are concerned that the pendulum has swung too far, too fast and we could be vulnerable for a near-term pullback. Read more…
11 Facts To Consider In Buying Insurance — If you ask an insurance agent how much coverage you should have, the answer invariably is “more.” What if you show too much interest? Next thing you know, you could find yourself the unhappy owner of a high-cost variable annuity. There are 11 things to keep in mind when you’re looking into insurance. Read more…
2 Estate-Planning Tools That Singles Should Consider — Living wills and durable powers of attorney for healthcare are two things many people don’t have. Karen Wallace explains the need for them from a single’s point of view. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller
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