The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000 on November 8th, 2016 to over 21,000 on March 1st. That’s a move of 16% in a very short period. Naturally, when we see a protracted move that is counter to what most people […]
Financial Planning Success Your financial success depends on a well thought out financial plan that is updated annually. As your net worth grows, so do the complexities of managing your affairs. At U.S. Asset Management, we provide advice to people who want to protect and grow their money. We define your goals, assess your situation […]
When we construct a financial plan for our clients we always ask about long term care because we often hear concerns like “who will pay my health care bills if I am not mentally capable?” and “where will the money come from to care for me?”. These concerns are amplified when we work with clients […]
An annual review is an essential part of your financial journey to success. Without an annual review, you may not stay on track to reach your destination. Changes in your life like births, deaths, divorce, sale of a business and even your health can have a huge impact on your financial plan.
What is a mutual fund? Mutual funds were invented over 100 years ago to serve the needs of small investors and they are still popular today. A mutual fund is like a basket of usually 50, 100, 200 or even 500 stocks or bonds. It is an investment that allows you to buy a broad […]
What is a bond? A bond is a loan. How is that for simple? Bonds are commonly referred to as “fixed-income” securities (remember, people in finance like to come up with fancy names for things like scientists and mathematicians) and are one of the three main generic asset classes: stocks (equities) bonds (fixed income) and cash. […]
Stock is a share or percentage of ownership in a company. Owners are entitled to a share of the company’s assets and earnings. If you own and buy more, your ownership percentage increases. You can own 1 singe share, or 10%, 20% or even 100% of a company’s stock. The investment world is like most […]