Are you earning enough interest on your checking or savings account? With inflation, you are likely losing purchasing power. We are always looking for ways to add value and help you achieve your goals. Right now, we see tremendous opportunity in short term bond ladder…
May 18, 2023
Difficult Times Ahead but not Insurmountable Now that May is upon us, many Investors fall back on the classic Investors Almanac and Sell in May and Go Away. And while we love the idea of taking the Summer off the facts don’t support this maxim. …
Feb 16, 2023
President Biden signed the 2023 Consolidated Appropriations Act (CAA) into law on Dec. 29. The law, which passed the House and Senate on Dec. 23 and Dec. 22, respectively, contains significant changes to employer-provided retirement plans and individual retirement plans, referred to in the CAA…
Feb 15, 2022
A Good Alternative to Inflation By QP Wealth Management February 15, 2022 Inflation continues to be one of the most sought-after topics of conversation with clients, fund managers, and the occasional dinner party. We won’t wager in on the inflation bet, but we will share…
Oct 15, 2021
Private Equity: The What, Why, & How By QP Wealth Management October 15, 2021 Historically, private equity has bested the public market for over 30 years. Sure, you should consider what benchmark and performance metric critics have adopted, but investors haven’t been pouring in capital…
Jun 14, 2021
By QP Wealth Management June 8, 2021 Residential real estate isn’t the only real estate investment worthy of hype this year. Much like private credit, private real estate is an alternative investment subset of particular relevance in today’s investing environment. Private real estate is defined…
Mar 02, 2021
By QP Wealth Management March 2, 2021 Our experience with alternative investments has us well-acquainted with the edge they can offer a portfolio, a concept we introduced in our first blog. This past year created an interesting economic backdrop which beckons us to dial in…
Dec 11, 2020
This week’s COVID-19 Tracker by First Trust. Covid-19 Tracker flyer 12102020
Nov 13, 2020
Good news arrived this week on the vaccine front but we’re still watching the data. Here are the most recent stats from First Trust’s COVID-19 Tracker. Source: https://www.ftportfolios.com/retail/blogs/Economics/index.aspx https://www.ftportfolios.com/Common/ContentFileLoader.aspx?ContentGUID=a37b7735-2e2f-4881-b98b-43ddfc077f8d
Oct 30, 2020
Every Thursday First Trust publishes their Covid-19 Tracker. We’ve been tuning in for the data and find it worth sharing as winter and a second wave approach. News of rising positive cases is concerning but current data shows the fatality rate to be level in…