Breaking Down Brexit The news of Brexit has captured multiple headlines recently, and it is a topic that is still likely a source of widespread confusion. Many investors may find themselves wondering why and how it matters. This week’s...Read more
Harvesting Season for Tax Savings
Harvesting Season for Tax Savings Using investment losses to offset taxes on gains – a strategy known as tax-loss harvesting – can be an effective way for investors to potentially reduce their tax liability. By minimizing their investment-related...Read more
Time for a Portfolio Tune-Up
Time for a Portfolio Tune-Up Synopsis: Everything in life that surrounds you requires maintenance. This includes your home, your car, your health, and even your investment portfolio. This week, we discuss one such form of financial tune-up called...Read more
Why is everyone talking about the 10-year treasury
Why is Everyone Talking About the 10-year Treasury Synopsis: The headline this week centered on the 10-year U.S. Treasury yield, which rose slightly above 3% intraday for the first time since January 2014. The 10-year U.S. Treasury is a yard...Read more
Three Strategies to Handle Market Volatility
Three Strategies to Handle Market Volatility Synopsis: Stocks have risen steadily for nearly a decade. History tells us that stock market declines are inevitable part of investing. The good news is the corrections and bear markets don’t...Read more
The Bull in the China Shop?
The Bull in the China Shop? Synopsis: What is the rationale for the tariffs by the Trump administration? What is the current U.S. trade position? What’s driving the U.S. trade deficits and are we at a disadvantage? Read more here The information...Read more
Should We Worry About Inflation?
Should We Worry About Inflation? Synopsis: The market sold off in February on concerns that the strong economy may overheat, inflation may spike, and the Federal Reserve (Fed) may then raise interest rates more aggressively to try and combat...Read more
The Largest Drop in History!
The Largest Drop in History! Synopsis: The Dow is one of the most popular stock market indices used by the media Recent volatility can be used to highlight the inherit flaws within the Dow The financial media represents for-profit institutions...Read more
Is the Party Over?
Is the Party Over? Synopsis: Equity market volatility was practically nonexistent last year It returned this week with a vengeance, and investors are justifiably worried Concerns over a market correction and/or recession are mounting Read more...Read more
Has the Easy Money Been Made?
Has the Easy Money Been Made? Synopsis: Articles online question if the ‘easy money’ has been made in the stock market These stories have been around for several years and provide little value There is nothing easy about investing in...Read more