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.
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.
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...
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.
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
Geopolitical risks, rising rates and the continued surge in the price of energy and household goods dominated the financial headlines this month...
Stocks continued their decline in February (-4.2%) as the world reacted to the Russian invasion of Ukraine. Volatility increased and investors flocked to...
January was a bit of a roller coaster for stocks as broad equity indices declined roughly 10% in the first few weeks of the year. Since then, markets...
Looking back at where we were last January, it seemed unlikely that stocks would perform as well as they did in 2021 given all of the risks still on the table.
US stocks and bonds were relatively flat for the month of November. OMICRON: Emergence of the OMICRON variant added considerable volatility to the equities...
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?
The typical advice given to answer your question is to examine your expenses and prioritize those that are most important. In other words, find a way to cut...
There has been a lot of research suggesting that active management rarely beats the broader indexes (buy-and-hold) when all expenses are incorporated...
I have a brokerage account as well as an IRA. How do I know which investments to put in which account? Does it make a difference?
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