Bull and Bear Market Update for May 23, 2022 If you pay any attention to the news, especially the financial news, you’re seeing a lot of stories with headlines that are designed to create panic. Sometimes they actually work. The #Fed is always a source for headlines because they have the power to turn a
Tesla Structured Note Example Tesla Structured Note example Disclosure: The following content is for educational purposes. The Tesla Structured Note described is fictional. Learn more at BayRock Financial Sample Morgans Stanley Cup 2.5 Year Tesla Structured Note Features: 20% Quarterly Distribution TSLA is the ticker for Tesla AutoCall (60%/60%) Issuer Sample Morgans Stanley Cup
Three Uncertainties Driving Volatily May 5, 2022 Jim Munchbach, CFP®, CLU®, ChFC®, CPCU® After posting one of its biggest one-day gains in nearly two years yesterday (Wednesday May 4, 2022), the S&P 500 gave it all back today (today May 5, 2022). Today’s 3.6% drop for the S&P 500 was dramatic for sure but the
DIY Investor Mistakes Are you a DIY Investor? Good for you! I’m a DIY kind of guy. I do my own pool maintenance, cut my own lawn, and change my own oil. Believe it or not, I cut my own hair. I became a DIY Investor just about the time Enron imploded. The first company
Capstone Workshop – Zoom Meeting April 26, 2022 Jose Plan Review Tutorial I have looked at the video on today’s lecture and I have edited some of my work and I cant still be able to move the probability of success. I was looking at Ashley’s example and I see she
Bear Market Portfolio Review It’s time for a bear market portfolio review. If you’re a BayRock client, you should have received an email from me today suggesting we do a Bear Market Portfolio Review. We’ve experienced a Bull Market for a very long time. We may have even experienced a couple of very short Bear
Directions to Houston Offices Stop by our Houston offices at 5000 Gulf Freeway, Bldg 4, Rm 230 Houston, Texas 77023 and grab your free copy of Make Your Money Count! UH Technology Bridge | Innovation Center BayRock is located inside the Innovation Center on the 2nd floor of Building 4 highlighted on the map. From
Gas prices don’t look like they will be coming down anytime soon—at least not as far as many of us would like. With the summer season fast approaching, I thought it might be helpful to send out some helpful information about why gas prices are rising, what you can expect to pay this summer, and
Should I lease or buy my next automobile? Replacing an automobile is an inevitable and recurring life event, and people often struggle to decide whether to lease or buy. There are advantages to both options and the analysis is not strictly financial. The needs, circumstances, and preferences of each individual must be considered along with
## Big Blue Plastic Bucket Non Tax Qualified or Taxable Non Tax Qualified or Taxable Bucket Non Tax Qualified or Taxable Bucket Big Brown Bucket 401K or Company Retirement Plan Big Brown Bucket 401K or Company Retirement Plan Medium Metal Bucket Tax Deductible IRA Medium Metal Bucket Tax Deductible IRA
