It is no secret that there has been (and will be) some bumps in the road this year. A reminder to all, invest as if we are going to get through this because we are. If there has been some major changes in your life, it may be time to adjust your portfolio to reflect those changes. Steve talks municipal bonds and Roth IRAs in relation to these life adjustments.

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Steve talks government programs, unemployment and the common fears of today’s pandemic. Let’s find comfort in being in this together and all do our part. We are here for you!

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The Wall Street Journal Reached out to Steven Dudash to give his valued opinion on the Dow’s Worst Day Since 1987.

A link to the article is below.

 

IHT IN THE WALL STREET JOURNAL, March 12, 2020

 

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With people running around to stock up on household products, canned goods and toilet paper, it is important to take a step back and look at the big picture together. The world is not coming to an end. Steve crunches numbers to put the Coronavirus in perspective.

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We all heard about Monday’s market madness but what the media didn’t cover could help silence the alarms. With the Coronavirus and oil price cuts in the news, we want to read between the lines. Where there is emotion and overreacting, there is opportunity.

 

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When looking into stocks, one has to determine what is actually valuable vs what is overvalued. Steve touches on the reality of Tesla’s surging prices and how to spot these patterns in the future.

 

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Tech Unicorns: Are they going public to raise money to better the business or to thicken the pockets of the private investors?

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Steve discusses a potential loophole for those who want to contribute to Roth IRAs but exceed the maximum limit to do so.

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Steve talks about the common fear of investing in real estate with respect to time. The thought of holding real estate property for decades shouldn’t scare you, even if you feel your age requires a more conservative stance. Here’s why.

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Steve reflects on his recent charitable acts. What can you do to give back?

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