Check out updates from the Friedenthal Financial team about current markets, client news, and general financial opinions.
The market ended the month up 2.43% in August, nicely rebounding from an initial scare driven by the Yen-carry trade unravel.
Interested in reading more material from Friedenthal Financial? Check out all of our available articles and resources below.
There are a number of similarities, as well as some pronounced differences. We’ll highlight both below, as well as differences to ETNs (Exchange Traded Notes).
It’s a good question that contains some potential tax consequences. We remind you that we are not accountants and don’t provide tax advice...
I’m 61 years old, but still planning on working another 5 years. Should I roll my current 401k into an IRA or leave it where it is?
Should I just put my 401k in a Target Date Fund? A: Great question! The two primary factors to consider are risk level and cost.
This is a great question with no “right” answer. There are benefits to both methods and ultimately you will need to evaluate your own needs to best choose...
Great question! At a high level, there are 4 major categories of risks in fixed income. Many fixed income instruments (aka “bonds”) bear more than one of these.
The Federal Reserve’s first line of defense when it comes to stimulating the economy is of course lowering the Fed Funds Rate (short term interest rates)...
There are two main issues surrounding the debt ceiling crisis. First is the issue of potential default (or delayed payment) by the US government...
First let’s specifically define the task. When we combine more than one asset, how does the expected volatility of the combined portfolio differ from...
In recent weeks, we have spoken to many pilots regarding the new American Airlines contract. With that in mind, we thought we would proactively reach out.
Explore strategic vs. tactical asset allocation benefits—diversification and tax efficiency vs. concentration and active management—for informed investing.
We’re not accountants or tax specialists. However, we have been getting tons of questions about the new federal tax legislation (Tax Cuts and Jobs Act).
If you are over 50 years old, you will want to pay attention to this. It has come to our attention that the there was a small hiccup transitioning between...
On December 11th, The House of Representatives signed bill H.R. 2591, which allows for the retroactive transfer of the AAL equity stake to a Traditional IRA.
A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are tax fre...
What you need to know about the purchasing power of money and how it changes
Global Stocks decline by 4.78%; Energy Sector remains resilient US Aggregate Bond Index falls 2.54% as yields surge to multi-year highs Fed signals potential...
S&P 500 declines amidst Federal Reserve jitters; Energy Sector leads. Bonds under pressure as yields surge to highest levels since 2007 Slight uptick...
S&P 500 gains 3.21% in July; Lagging Sectors begin to Shine: Energy and FinancialsUS Aggregate Bond Index Shows Slight Decline Amid Strong Economic Data..
S&P 500 Surges Over 20% from October Lows, Entering Bull Market Territory. US Aggregate Fixed Income Index Records First Quarterly Decline in Three Quarters...
The stock market delivered mixed results, as the technology sector, and in particular AI stocks, led the market in gains. The bond market experienced...
The stock market experienced a period of consolidation in April, as investors digested mixed earnings reports and concerns about rising interest rates...
Stocks ended the month with a positive return, despite the collapse of multiple regional banks.Yields on US Treasuries fluctuated wildly as investors...
In February, the stock market gave back some of January’s gains as stronger than expected economic data intensified concerns that the Fed will need to extend...
Investors are breathing a sigh of relief as 2023 is off to a positive start. Equity markets registered as strong a start to the year as we could have hoped...
My company Pension is being terminated and I need to make a decision about how to receive my benefit. Should I choose to take the lump sum or the annuity?
What is the Debt Ceiling and what is the big deal about reaching it? A: The debt ceiling is the maximum amount that the US can borrow at one time...
Why does the Federal Reserve target 2% inflation? Why not target zero inflation? A: Historical evidence suggests that an economy suffers with high inflation...
What exactly is the so called “Fiscal Cliff” and what are the impacts if we go over it? A: The Fiscal Cliff is really a combination of tax increases & ...
I am a 54 year old pilot still flying for American Airlines. One consequence of our bankruptcy is that our B-Fund (Defined Contribution Pension) is being...
How will my taxes be affected by the Affordable Care Act (“Obamacare”)? Great question…. and we'll preface by saying this bill was far too long...
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