Retirement Plan Contribution Limits For 2020

Hi everyone,

Click below to watch this week’s blog. Enjoy.

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(charts created in stockcharts.com)

Have a great week,

Brian E Betz, CFP®
Principal

Is Merger Mania Upon Us?

Hi everyone,

Here is the rundown of this week’s blog…

  • Seattle-based Tableau bought by another software giant for $16 billion (0:10)

  • What does the Tableau sale mean for the broader market? (2:00)

  • Stocks rise on the week, though mixed results at the sector level (2:55)

  • S&P 500 struggles to eclipse the 2,900 level (4:07)

  • Importance of the 200-day moving average and what it is telling us (5:14)

  • Portfolio activity (8:05)

Last, but not least… HAPPY (belated) FATHER’S DAY!

Have a great week!

Brian E Betz, CFP®
Principal