Skip to content
Alan Bacharach, ChFC.

Alan Bacharach, ChFC.

Providing Long Range Financial Strategies for Individuals & Benefits for Small to Medium Size Organizations

  • Home
  • Services
  • Contact Me
  • Blog

    Author: alanbacharach

    Are we heading for a U-bend recovery?

    October 6, 2020 by alanbacharach

    “While the market has debated whether we are facing a ‘V’ or ‘W’-shaped recovery, we believe a U-bend shaped recovery is more likely. As always with a crisis, there are reasons why previous trends are accelerated and new trends emerge.” This article was written by BNY MELLON

    Posted in Financial NewsLeave a Comment on Are we heading for a U-bend recovery?

    How presidential elections affect the stock market

    September 15, 2020 by alanbacharach

    “Every four years, the U.S. presidential election can have a major impact on policy, laws and foreign relations. But how do presidential elections affect the market? And how does that affect you?” This article was written by US Wealth Management

    Posted in Financial NewsLeave a Comment on How presidential elections affect the stock market

    Facing Up to a Changed World

    September 3, 2020 by alanbacharach

    The good news: as the global economy starts to emerge from this worldwide crisis, opportunities will abound for companies across all sectors to recommit to rigorous environmental and social programs and sustainable practices. This article was written by BNY MELLON Investment Management

    Posted in Financial NewsLeave a Comment on Facing Up to a Changed World

    ETFs versus Mutual Funds? We offer both.

    September 1, 2020 by alanbacharach

    Mutual funds and ETFs both consist of a mix of many different assets and represent a common way for investors to diversify. Learn what makes the similar and what sets them apart. This article was written by Investopedia.

    Posted in Financial NewsLeave a Comment on ETFs versus Mutual Funds? We offer both.

    Why telemedicine matters in today’s markets

    August 20, 2020 by alanbacharach

    On the front lines of an emerging outbreak, telemedicine is spurring a new way to care for patients. This article is written by BNY MELLON.

    Posted in Financial NewsLeave a Comment on Why telemedicine matters in today’s markets

    Market Insights: Alphabet Soup

    June 30, 2020 by alanbacharach

    “In this edition, we look back at what we’ve been through, look ahead to what might happen, assess the monetary and fiscal policy response, analyze the impact on markets and finally draw some broad investment conclusions in what is a highly uncertain and rapidly-evolving situation.” This article is by BNY MELLON.

    Posted in Financial NewsLeave a Comment on Market Insights: Alphabet Soup

    Pros and Cons of Rolling your 401(k) Into an IRA.

    June 15, 2020 by alanbacharach

    “Most people roll the money over to an IRA because they gain access to more investment options and have more control over the account. Some brokerage firms sweeten the deal with cash incentives.” This article was written by Kiplinger. 

    Posted in Financial NewsLeave a Comment on Pros and Cons of Rolling your 401(k) Into an IRA.

    Income Annuities: The Guaranteed Stream Of Income In Retirement

    June 9, 2020 by alanbacharach

    Income annuities are the simplest type of insurance products which trade a lump-sum payment for protected lifetime income.  This article is written by Forbes.

    Posted in Benefits News, Financial NewsLeave a Comment on Income Annuities: The Guaranteed Stream Of Income In Retirement

    Market Bounces Back to Early March Levels

    May 28, 2020 by alanbacharach

    “The stock market resumed its bullish demeanor this week, helped by a positive vaccine update and a prevailing reopening enthusiasm that lifted most sectors.” This article is from Park Avenue Securities: STEP forward

    Posted in Financial NewsLeave a Comment on Market Bounces Back to Early March Levels

    Top 7 Reasons to Roll Over Your 401(k) to an IRA

    May 28, 2020May 28, 2020 by alanbacharach

    “Whenever you change jobs, you have several options with your 401(k) plan account.” This article is from Investopedia.

    Posted in Benefits News, Financial NewsLeave a Comment on Top 7 Reasons to Roll Over Your 401(k) to an IRA

    Posts navigation

    Older posts

    Create a website or blog at WordPress.com

    Alan Bacharach, ChFC.
    Create a website or blog at WordPress.com
    • Follow Following
      • Alan Bacharach, ChFC.
      • Already have a WordPress.com account? Log in now.
      • Alan Bacharach, ChFC.
      • Customize
      • Follow Following
      • Sign up
      • Log in
      • Report this content
      • View site in Reader
      • Manage subscriptions
      • Collapse this bar
     

    Loading Comments...