Year-End Capital Gain Distributions
Mutual funds must make regular capital gain distributions to shareholders. Here's what to expect for tax planning.
Is Inflation Peaking?
You see the impact in your monthly budget. So why don’t the financial markets seem too concerned about inflation?
Mike Chomiak Discusses a Moderate Portfolio with CityWire
The Moderate Portfolio is a great place to start when discussing investing. We spoke with CityWire to explain why.
Rules for Investing in the Stock Market
Speculating is on the rise. But it should not be confused with strategic investing. Here's the difference.
Debate Starts Over Capital Gains Tax
Capital gains tax proposals typically face long, uphill battles before becoming law. Don't be rattled by the current debate.
Record GDP Growth Rate Announced
The GDP is experiencing record growth. But GDP growth can be complicated.
Clarity is the Key
Investors and advisors around the world are always striving to understand the markets, hoping to use educated logic to anticipate where it’s headed. Applying logic to the markets seems like it should make perfect sense. For example, we might expect the markets to decline when we have higher than expected unemployment numbers, and when we […]
Getting Close to Retirement? Here’s How to Prepare Your Portfolio in a Volatile Market.
The stock market, after eleven years of unprecedented growth, has officially transitioned into a bear market. A bear market is defined as market prices falling 20% or more from recent highs amid widespread pessimism and negative investor sentiment. For individuals nearing retirement, this could not have happened at a worse possible time. So, what do […]
What to do During Times of Extreme Market Volatility
As I was sitting down to write this article, I received an email from a younger client of mine with the subject line: “How do I stop the BLEEDING?” So, of course, I stopped writing and read his email. “Sorry to bother you, but I am nervous that it is going to continue to get […]
Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. In a way, the virus has “infected” markets all around the world. Fear is driving decisions to sell, and nobody would blame you if this uncertainty gave you a bit of anxiety, as […]
Here’s What the Fed Rate Cut Means
This past Wednesday, the Federal Reserve lowered the target for the Federal Funds rate by a quarter of a percentage point. The cut was expected; but whether the cut was large enough and what direction the Fed is headed remains unclear. While it is impossible to ascertain whether the stock market’s selloff after the announcement […]
Inside Access Wealth’s Investment Philosophy (A Citywire RIA Interview)
We were flattered to be interviewed by Citywire Registered Investment Advisor magazine. They asked Portfolio Manager, Mike Chomiak, to describe Access Wealth’s investment philosophy and a typical client portfolio. The interview can be found on pages 20-21, in Issue 4 – October 2018, Mike Chomiak Click here to access the entire issue of Citywire Registered […]
Why Asset Allocation Still Makes Sense
Have you ever heard the saying “Slow and steady wins the race?” When it comes to investing and building your nest egg, there is no better advice. Everyone loves to win big, but typically if you can win big, you can likely lose big too, at least when it comes to investments. Most people are […]