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Market Analysis – January 2017

February 3, 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that Trump’s three business-friendly intentions for 1) tax reform, 2) looser regulations, and 3) infrastructure spending are being undermined …Read More

Where to Stash Your Cash

January 24, 2017

Especially in uncertain times, it’s a good idea to hold some amount of your savings in cash. A good rule of thumb is to hold three to six months of necessary living expenses in cash or liquid funds generally called your “emergency reserves”. …Read More

Market Analysis – December 2016

January 11, 2017

Expectations are running high for President-Elect Donald Trump and the Republican majority. Nobody knows exactly what is going to happen in regard to Trump’s business-friendly policies for tax cuts, tax reform, looser regulations, and infrastructure …Read More

The Fed Should Stop Predicting Future Rate Increases

December 16, 2016

There was no surprise yesterday when the Fed announced a modest 0.25% rate increase, which still leaves interest rates at historic lows. The move is not surprising because the US economy is accelerating, the stock market has reached all-time highs, …Read More

Market Analysis – November 2016

December 5, 2016

Before the November 8 election, the strength of the US economy was well established, as demonstrated by the upward revision of Q3 growth (due to strong consumer spending) from 2.9% to 3.2% annualized. This, plus seven straight years of job growth and the …Read More

2016 End-of-Year Actions to Enhance Your Retirement Savings

November 21, 2016

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is on a Saturday, which means you should be planning those 2016 contributions now and targeting Thursday, December 29 …Read More

Our Investment Perspective — Stay Calm and Carry On

November 9, 2016

Last night was very unsettling to many Americans. There are many issues in this election, but as your Chief Investment Officer, I am focused on your money and your investments: 1. We do well when we separate our emotional reactions from our investment …Read More

Market Analysis – October 2016

November 3, 2016

A Growth Spurt for the US Economy, a headline in the October 29 Wall Street Journal, refers to the Commerce Department’s announcement that the US Gross Domestic Product (GDP) rose at a 2.9% annual rate for the third quarter ending in September. This is …Read More

Qualified Charitable Distributions from IRAs

October 13, 2016

If you are age 70 ½ or older and have money in an IRA account, you must, as you may know, take a “required minimum distribution” or RMD from your account (excluding Roth IRAs). Not doing so can result in big trouble and penalties with the IRS. If …Read More

Market Analysis – September 2016

October 10, 2016

The decision by the Federal Reserve at their September meeting to not raise interest rates brought some sunshine to the market. Financial and Technology stocks performed well in the third quarter. This alleviated concerns that advances in stocks are not …Read More

A New Savings Plan to Help the Disabled Attend College: 529A

September 14, 2016

Millions of students will enroll in college this year, many using money from a 529 tax-advantaged savings plan to help defray the ever-growing cost of higher education. These plans have been in existence, in one form or another, since the late 1980s and …Read More

Bond Market Outlook and Strategy 2016

August 17, 2016

In our last blog we shared an overview of our current thinking about the economy and the stock market this year. Here we will share our thoughts on the bond market. As always, please feel free to share your comments at the bottom of the page. Low …Read More

Economic and Stock Market Overview 2016

August 9, 2016

As we enter the middle of the third quarter of 2016, we thought we’d share an overview of our current thinking about the economy and the stock market this year. Our next blog will address the bond market. Global equity markets have been in a “bull …Read More

Money Market Fund Reform

July 7, 2016

Driven by the 2008 financial crisis, the U.S. Security and Exchange Commission (SEC) has, in the last few years, implemented multiple rounds of reform regarding money market funds. These changes have been developed in an effort to increase fund liquidity …Read More

When Your Portfolio Isn’t Making Money

June 14, 2016

While preparing for our next gathering of The Women’s Roundtable later this month, “Keep Calm & Invest On: Taking the Emotion Out of Your Money”, where we plan to discuss investor behaviors and risk evaluations, we began to wonder what inherent …Read More

Tax Season: Important Actions to Take

March 15, 2016

Tax season is upon us! As you know, that means you must file your taxes by April 15, unless you file for an extension. However, April 15 is also an important deadline for other financial matters. April 15 is the deadline for making contributions to a …Read More

2016 Politics and Central Banks

March 8, 2016

2016 has brought into focus politics and central banks simultaneously. The 2016 U.S. presidential primary campaign is unprecedented, according to many of the pundits, and central banks in Europe and Japan are experimenting with negative interest rates. …Read More

The United States’ Obsession with China

February 10, 2016

The main headline on the cover of the January 16, 2016 issue of The Economist reads: Everything’s under control: China, the yuan and the market. However, the accompanying cartoon image of a dragon plummeting downward with President Xi Ping holding the …Read More

Market Analysis

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The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19
January 18, 2019 2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. …Read More

Video

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2019 Threats and Opportunities
February 14, 2019 Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end …Read More

Publication

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“It Was the Best of Times, It Was the Worst of Times . . .”
January 31, 2019 …So wrote Charles Dickens in his famous opening line of A Tale of Two Cities. Dickens wrote this …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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