Financial Resources & News

Is Our Democracy in Trouble?

By:  Michael Allbee, CFP®, Senior Portfolio Manager “What we've got here is failure to communicate. Some men you just can't reach.” – Captain (Strother Martin) from the movie “Cool Hand Luke” Barron’s recently interviewed hedge fund giant Ray Dalio, who manages Bridgewater Associates, the world’s largest hedge fund with around $150 billion in assets. During the interview, he discussed how social...

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Be Careful of Political Biases

We are in the middle of election season and emotions are very high. I know many clients are nervous and considering making financial decisions based upon who wins the presidency. This is all too common and the chart below from J.P. Morgan highlights the relationship of consumer confidence and political affiliation. What is interesting is you can see that consumer confidence is directly...

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Election Year Politics Kills US Mortgage Refinancing Fee

When is a government fee not really a fee? When it is a tax in disguise! This is exactly what the two government-sponsored mortgage agencies were going to put into effect beginning September 1st. Freddie Mac and Fannie Mae were going to charge homeowners a ½ of 1% fee to refinance their homes because they want to make up for losses due to foreclosures and non-payments during the COVID-19...

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