OK, it’s mid-August, and I am officially putting investors on warning. Many of the tech-heavy companies leading the S&P 500 Index, AI stocks, and crypto-related
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Well, here we go! As I write this, we are down to the home stretch of the 2024 election. In my opinion, this whole thing can’t end soon enough,
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Estate planning is important to help ensure that your assets are distributed according to your wishes. One critical step in this process is
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Get ready, folks—there's a real shake-up coming to the world of American real estate! Last year's whopping antitrust ruling against the National Association of
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Financial security is a top concern for seniors, but unfortunately, they are increasingly targeted by sophisticated scams designed to exploit their trust and
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As tax season rolls around for another year, we wanted to keep everyone informed regarding
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Well, the real answer to “What will 2024 bring to Your Investments is very simple; I DON’T KNOW…nor does anyone else, so I don’t feel so bad.
BUT….
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First, Qualified Charitable Distributions (QCD’s) should be carefully considered by everyone over age 70 ½ who gives money to qualified charities. I think QCD’s
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Hell yes they do! Yeah, fees and expenses matter a whole lot when you put together and manage a portfolio. But the big question is “Does this mean I should
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We recently made a few changes in our investment models at Hamilton Wealth Management. These changes affected most client portfolios – of course I believe in a
As you may know, TD Ameritrade (our custodian) was acquired by Charles Schwab in late 2020. During Labor Day weekend of this year (2023), your account(s), will
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