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The growth in ETF (Exchange Traded Funds) use has been extraordinary. Currently, ETFs account for approximately 2 trillion in assets globally and 1.4 trillion in the US. [1] Most indexes have been replicated, and new indexes continue to be created for the purpose of creating new ETFs. The simple explanation why the ETF train has…
A growing number of families are adopting family mission statements. Mission statements, an expectation in the corporate world, can be valuable in uniting a family around common goals and the actions needed to make them a reality. A mission statement can provide foundational concepts that help solidify future decisions and guide the way your family…
The Menashe Morley Group is pleased to welcome two brand new members to the team — Cecilia Shelton and her husband Jack, and John Naviaux and his wife Erin, each welcomed a beautiful newborn to their families: Linnea Marie Shelton and James Allyn Naviaux. As they celebrate their new additions, it makes sense to discuss…
November is Cyber Security month, and that’s a good thing for investors. Wall Street is putting big bucks into stopping cyber crimes and both startups and tech conglomerates are seeing profits skyrocket. According to CB Insights — a venture capital database and angel investment database — investors put close to $1.4 billion into cyber security…
Preparing for the Unexpected One of the financial risks we face, but are often unaware of until we have a sudden need, is liquidity risk. By that we mean: the ability to get your hands on cash immediately. Years ago a client of ours was struck by a brain tumor while traveling in Europe.…
Borrowing Against Your IRA Temporarily Short-term cash needs can wreak havoc on personal finances when assets are not liquid or you simply do not want to sell at the time. One solution may be to tap your IRA, temporarily. This can be done at any age without penalties or tax consequences provided you strictly follow…
October is a great month for sports fanatics and investors. Baseball’s World Series gets underway, football season is kicking off, and ski season is just around the corner. There are a number of aspects to invest in when it comes to your favorite team, like buying public shares in teams like the Green Bay Packers…
Fear Not Rising Interest Rates While there are reasons to fear rising interest rates as a bond owner, historical evidence shows that rising rates from such low levels is a positive development for the stock market. The facts tell us that long-term changes in the direction of interest rates, either up or down, can spark…
Top 400 Financial Advisor Morgan Stanley recently announced that Robert Inbody, managing director, financial advisor in the firm’s La Jolla wealth management office, has been named to The Financial Times’ inaugural list of America’s Top 400 Advisors, a select group of individuals who have a minimum of $250 million in assets under management (AUM) and…
Outflows Galore As we explained in April, the bond market would be vulnerable to a sell-off when interest rates moved higher. As rates rose in May and June, we saw record outflows of funds from the bond market and bond prices declined sharply. High-yield bond funds reported their third highest outflow on record in mid-June…
Providing for Long-Term Care Purchasing long-term care insurance makes sense if you want to protect yourself and your loved ones from having to make difficult financial choices in the future. Although the industry oftentimes criticizes long-term care insurance as a waste of money if it’s never used, the benefits undoubtedly outweigh the costs if the…
Valuing the S&P 500 Four years after the S&P 500’s market bottom, the index is hitting new all-time highs and producing a mix of investor optimism and anxiety. Pessimists note that while unemployment remains stubbornly high, federal debt levels continue to climb, and earnings growth is sluggish. But equally as important is the market’s nearly…
Effectively Using The Roth 401(k) If you’re accumulating wealth from your own business, the Roth 401(k) should have your attention. Making contributions to a traditional Roth IRA is not available to high-income earners. In 2013, individuals with modified adjusted gross income (MAGI) of $127,000 or more or couples (filing joint tax-returns) with MAGI of $188,000…
