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.
I went to sell a corporate bond from my portfolio and discovered I couldn’t get anything close to what was marked in my account. Why is this?
When a stock pays a dividend, there are three important dates to know. The “declaration date” is simply the date they disclose the next dividend to be paid...
What’s the difference between Term Life insurance and Whole Life insurance? Which should I choose? This is a very common question. Please keep in mind...
ETFs can be wonderful instruments for your portfolio, but not all of them are created equally! As always, we recommend considering your entire portfolio...
First you must estimate your income needs in retirement. The easiest starting point would be your current expenses adjusted for inflation. If you have many...
A corporation can raise money in a number of ways, including selling equity shares in the company (stock) and issuing debt securities (bonds)...
Keep in mind that there are many different types of risk (economic, liquidity, credit, interest rate, inflation, etc.). Naturally, having a well diversified...
Contributing to your 401k/403b plan can be an important part of your retirement. Making the right investment selection is equally as important...
I own a lot of shares in my employer’s stock. I have friends who have lost a lot of money in bad situations and I have some concerns. What should I do?
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
Both equity and fixed income markets have performed quite poorly this past year, notably, at the same time. Investors typically rely on their allocation to...
In November, markets were looking to digest some remaining earnings reports, a Fed meeting’s change in interest rates, and midterm elections this month...
The S&P 500 climbed from a business cycle low on October 12th to end the month up 8%. In fact, equity indexes across the board were remarkably resilient...
Stocks across the world retreated back to the lows in September, driven by renewed fears of a global recession. While this is an update based on September...
After an impressive rally off of the June 17th lows, stocks stalled in August and gave back half of the made-up ground. Investors appear less confident in...
The market decline of 2022 finally showed some signs of abating in July. As of August 2nd, the S&P 500 is down about 14% from the highs, retracing...
Much of the debate in the markets over the last several months has centered around whether the Fed’s tightening policy will push the economy into recession...
As we stated in our last market update, market corrections are not uncommon. In fact, they happen more frequently than most investors care to remember...
Stocks in the US failed to maintain the rally off of the March lows, ending April down 13.8% from the highs last year. The S&P 500 fell 8.7% over the month...
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...
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?
%20(720%20x%20225).jpg)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
.avif)
