In the Press2022-10-19T19:55:22+00:00

In the Press

5 Things to Know Before Retiring Outside the U.S.

Retiring in a foreign country has an exotic ring, but it’s not always wrinkle-free.

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June 28th, 2022|

Why Advisors Are Rethinking The 4% Rule

Nearly 30 years ago, financial advisor William Bengen conceived the so-called 4% rule as a guardrail for retirement budgeting. In essence, it holds that people can fund their retirement adequately by withdrawing or consuming 4% of their financial assets annually, increasing it periodically for inflation.

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June 28th, 2022|

Costco and 5 More Stocks That Can Steer Clear of Target’s Mess

Just last month, Target sent the retail sector into a tailspin with its disappointing earnings and forecast. On Tuesday it was a feeling of déjà vu, with yet another guidance cut from the big box retailer weighing on it and its peers.

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June 9th, 2022|

Money Life with Chuck Jaffe

Listen to @Max Wasserman’s recent appearance on ‘The Money Life with @Chuck Jaffe’ podcast where he shares how investors could navigate unknown market impactors, why it isn’t pricing things in as well as it once did, and his views on the current condition of the #dividendmarket.

Listen to Max’s segment at the 18:04 mark here.

June 8th, 2022|

Max Wasserman Drive to Close (Audio)

Max Wasserman, Founder and Senior Portfolio Manager at Miramar Capital, discusses the markets and investing with Carol Massar and Tim Stenovec.

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June 1st, 2022|

How to Replace the 60/40 Portfolio (or Not): Advisors’ Advice

ThinkAdvisor asked a number of advisors how they’re positioning portfolios these days. Check out the slideshow above to see how some advisors are addressing the “60/40 is dead or ailing” scenario. Not all agree, by the way.

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May 27th, 2022|

‘Boomerang’ kids putting parents’ retirement at risk

Max Wasserman, founder of Northbrook Illinois-based investment manager Miramar Capital, applauds the fact that parents want to support their children in adulthood, seeing it as a familial responsibility. However, he warns that they shouldn’t tap into their retirement accounts to do so.

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May 26th, 2022|

Market Reversal Boosts Big Dividend Stocks

Cash is king right now. The latest evidence: the market’s embrace of dividend-paying stocks over another longtime favorite, firms that do buybacks.

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May 25th, 2022|

Recession threat takes center stage

Max Wasserman, founder and senior portfolio manager at Miramar Capital, said that with markets down double digits, it’s not too late to “de-risk portfolios.”

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May 23rd, 2022|
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