Passive vs. Active
Submitted by Kaizen Financial Advisors, LLC on March 17th, 2017
Kaizen Capsules
Protecting Your Parents Financially
Submitted by Kaizen Financial Advisors, LLC on February 3rd, 2017People reach their peak decision-making abilities sometime in their 50s, and then decline slowly until after age 70, when the decline tends to be more dramatic. This helps explain why sweepstakes frauds, Nigerian investment schemes and other scams target seniors and retirees.
What can we do to protect our parents and ourselves from fraud and bad financ
The Power of Diversification
Submitted by Kaizen Financial Advisors, LLC on January 30th, 2017Why do we advocate for diversifying your investment holdings?
Year End Update
Submitted by Kaizen Financial Advisors, LLC on January 13th, 20172016 was another interesting year in the markets because who would have imagined record market highs at this point last year, when the indices ended the year in negative territory? Or when 2016 got off to such a rocky start, tumbling 10% in the first two weeks—the worst start to a year since 1930? The markets eventually bottomed in mid-February and began
WA GET Update
Submitted by Kaizen Financial Advisors, LLC on January 10th, 2017We’ve kept you apprised of updates as Washington’s GET program has undergone changes. There have been some recent developments that make it worthwhile to revisit this topic again.
Response To Fed Rate Hike
Submitted by Kaizen Financial Advisors, LLC on December 16th, 2016On Wednesday, the Federal Reserve Board decided to raise its rate by a quarter point this week. They based this on the current overall positive financial outlook: The U.S. economy is showing strength; the stock market is hitting new highs; and the unemployment rate has remained low.
Women-controlled wealth increases around the world
Submitted by Kaizen Financial Advisors, LLC on December 9th, 2016Picture the women of the world growing wealthier. It’s happening right now. Research from the Boston Consulting Group, a leading business strategy advisor, says that as the world grew 5.2% wealthier between 2015 and 2016, women’s wealth grew 6.6%.
Evaluating The Post-Election Rally
Submitted by Kaizen Financial Advisors, LLC on December 2nd, 2016The day after election night, we distributed a Kaizen Capsule with our first reactions to the election results. Now, with emotions still running high and markets moving steadily moving up, we wanted to follow up with some additional thoughts on where the market is now.
Potential Tax Bracket Changes Coming
Submitted by Kaizen Financial Advisors, LLC on November 23rd, 2016Many of President-Elect Donald Trump’s policy proposals are too vague to analyze, but one area where he has been clear is on reforming our tax system. Here’s a quick primer on the changes that could be introduced to Congress in the coming year.
Response To Presidential Election Results
Submitted by Kaizen Financial Advisors, LLC on November 9th, 2016Life is full of surprises. Last night is certainly an example of that. One thing we know for certain is that markets don’t like surprises.
The consensus over the prior two days was a Clinton victory, which was largely anticipated and factored into market expectations. Clinton offered a continuation of the status quo, a known, predictable and stable direction going forward.
