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How can you profit in today’s interest rate environment?

How can you profit in today’s interest rate environment? At Alison Wealth Management, we offer our client’s a private client cash management program which helps them put their hard-earned cash to work, while managing their liquidity needs. Our money market fund currently has a yield of 2.26%, which is a nice chunk of interest for your excess cash to earn. If you are willing to commit your savings into an account for at least 1 year, you can seek higher yields through CDs offered through a bank and annuities offered by an insurance company.

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Getting to the Point of a Point

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a “point” for the Dow and what it means to an individual’s portfolio may be unclear. Headlines vs. reality, check out more at our blog!

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The Retirement Gamble

Most people wouldn't consider contributing to their employer sponsored retirement accounts as a gamble, but when you consider the tax attributes, a different story unfolds. As with most things in life, there are trade-offs to investing in retirement vehicles such as a 401k, 403b, TSP, or an IRA. The IRS allows a retirement plan participant to claim a deduction on their tax return today, in exchange for full taxation in the future.

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Why Should You Diversify?

AS 2019 APPROACHES, AND WITH US STOCKS OUTPERFORMING NON-US STOCKS IN RECENT YEARS, SOME INVESTORS HAVE AGAIN TURNED THEIR ATTENTION TOWARDS THE ROLE THAT GLOBAL DIVERSIFICATION PLAYS IN THEIR PORTFOLIOS.

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