Category: financial

Should You Care What the Market Does Each Day

Should You Care What the Market Does Each Day? A calm investor may realize better long-term returns than an overly concerned one.   Provided by Michael Fassi CLU, ChFC   Investors are people, and people are often impatient. No one

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Dow Closes Near Record High After Trump Victory

Dow Closes Near Record High After Trump Victory U.S. and European indices rise, while Asian indices fall.   Michael Fassi CLU, ChFC presents:   A day after Donald Trump’s election win, Wall Street experienced a surprising upswing. It was feared

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Perspectives for October, 2016

Michael Fassi CLU, ChFC presents: SMART TIP: Unplugging appliances when not in use can help reduce your monthly household energy costs.   WHO SAID IT? “The real voyage of discovery consists not in seeking new lands but seeing with new

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The TPP Controversy

The TPP Controversy Will the Trans-Pacific Partnership ever be ratified? Should it be?      Provided by Michael Fassi CLU, ChFC   The Trans-Pacific Partnership is back in the news. A new wave of controversy surrounds this huge trade deal,

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The Perfect Storm_Introduction – Mike Fassi

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Out-of-the-Box Ways to Pay for College

OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE Many of these options go unrecognized.   Provided by Michael Fassi CLU, ChFC    Today’s average student borrower takes out more than $25K in loans. Education debt has reached record levels in America –

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The Costco / American Express Breakup

The Costco / American Express Breakup If you have a Costco AMEX card, you should be preparing for the transition to VISA.   Provided by Michael Fassi CLU, ChFC    The longstanding, exclusive partnership between Costco and American Express is

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Taking Taxes Into Account When Saving & Investing

Taking Taxes Into Account When Saving & Investing It isn’t always top of mind, but it should be.   Provided by Michael Fassi CLU, ChFC     How many of us save and invest with an eye on tax implications? Not

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UGMA and UTMA Accounts

UGMA & UTMA Accounts Vehicles designed to help you amass college savings & make gifts to minors.   Provided by Michael Fassi CLU, ChFC     If you want to save for college, you may wish to consider a UGMA or

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Ways to Save for College

Ways to Save for College Comparing & contrasting the potential of some popular vehicles.   Provided by Michael Fassi CLU, ChFC     How expensive will college be tomorrow? The Department of Education projects that by 2030, the tuition cost of

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