Welcome to our NCM BLOG page where we will address timely investment and financial planning topics...
Sometimes in life we learn best from our mistakes, but you don’t want to learn what could be a very hard (and even very expensive) lesson from mistakes made during your estate planning process. In this blog, we will cover the importance of creating an estate plan, the essential estate planning documents as well as some estate planning pitfalls.
As we have written about many times, options trading is exploding on Wall Street and, unsurprisingly, Wall Street is finding fresh ways to capitalize on this frenzy. One particular product becoming extremely popular is called “0DTE” options; that is, options that have zero days to expiration….
It is important that we care for ourselves when it comes to our health, but what lessons can be applied to both our physical and financial wellbeing? Read more for some important considerations…
One by one, economists are pulling their recession forecasts; market gurus are now increasing their price targets on tech stocks, and investors are dumping utilities and consumer staples and piling into tech stocks……Never underestimate the power and risk of groupthink on Wall Street!
“Risk and Regret.”— Behavioral scientist, Daniel Kahneman, once said an important part of becoming a good investor is having a well-calibrated sense of your future regret. You need to accurately understand how you’ll feel if things turn out differently than you hoped.
Finally! A state income tax benefit* for those who contribute to New Jersey’s 529 Plan, “NJBEST”. (*Certain income limits apply).... AND we share some helpful 529 planning considerations...