What’s an investor to do at times like this?
As we write, the Dow and S&P 500 are down about 7% and the NASDAQ is down 10% in 2016. As the TV networks, social media, and newspapers are hyper focused on this drop, many investors are rightfully scared. Many of our clients are retired and living on fixed...
6 Questions You May be Asking after the Market Drop
6 Questions You May be Asking after the Market Drop 1. How worried should I be about China? We don’t see China’s current woes dragging down global equity returns for a long period of time. China was never going to keep growing at double-digit rates. The question is...
What is ‘tax loss harvesting’ and should I do it? You only have until 12-31 to decide!
What is ‘tax loss harvesting’ and should I do it? You only have until 12-31 to decide! It has been said, ‘When life gives you lemons, make lemonade’. If you have a diversified investment portfolio, you probably have a few investments that are worth less than you paid...
BREAKING: Reinstatement of the Popular IRA Charitable Rollover for 2015
We have had clients patiently waiting to see if Congress would reinstate the popular IRA charitable rollover for 2015. The good news today is that they probably will (they hope to get this done by 12/25/2015). The bad news is that most of our clients grew weary of...
Another increase in the debt ceiling? What does that mean for me?
There are many issues that concern us as investors but the one we hear the most from our clients is worry over the magnitude of our country’s indebtedness. Consider that federal indebtedness has spiked from about $5 trillion 20 years ago to about $17 trillion now,...Page 1 of 1
