The Consequences of Listening to Armageddonists

Private Wealth Management Firms

The Consequences of Listening to Armageddonists When an acclaimed market-watcher, money manager, economist or “stock market expert” sounds the alarm that a recession is imminent, how do you respond? This may be a surprise but the opportunity cost of selling equities for perceived fixed income “safe havens” has not been a successful strategy during the […]

All Signs Point to Trade

Global economic uncertainty continues to drive markets as we enter the 4th quarter. The S&P 500 Index increased by 1.19% for the 3rd quarter coupled with an increase in volatility and trade headwinds. The volatility trend has continued into October however U.S. equities were negative for consecutive days to start the quarter. This has been […]

SP 500 vs Recession Trends.

Much of the talk in financial media over the past year has market experts and economists predicting whether or not the U.S., and the world, is headed toward a recession. Recession chatter has especially picked up over the past two months as some leading recession indicators are beginning to flash warning signals. U.S. Treasury yields […]

There Is No “Magic Bullet”

A new craze is sweeping across the U.S. following the introduction of new plant-based burgers from both Beyond Meat and Impossible Foods. This has led to widespread fanfare for meatless products from both companies with major fast food chains and retailers piling into the space with new menu offerings. This craze has poured over into […]

2018 Year End Distributions

INSIGHT Your online account value may appear lower than reality because of accrued (earned) but unpaid distributions. This does not affect values on your monthly statements because accrued but unpaid distributions are accounted for on them. Tis the start of the holiday season and along with Thanksgiving, Chanukah, and Christmas comes year-end Closed-End Fund distributions. Towards the […]

Midterm Madness

Midterm Madness? As this year’s midterm elections quickly approach, both political parties in the U.S. and the U.S. equity markets are facing uncertainty. The elections present the opportunity for Republicans to maintain control of Congress while Democrats are hoping to take control of the House of Representatives. Similar to equity markets, there are several “experts” […]

October 11th Market Update

If you watch the news or view your investment accounts daily, you will be aware that yesterday was a tough day for U.S. equity markets. All the major indices were in the red with the Nasdaq leading the way down 4.08% on the day. There are several reasons that you may hear in the media […]

10 Years from Financial Crisis

On September 15, 2008, Lehman Brothers, the fourth largest U.S. investment bank, with $639 billion in assets and over $600 billion in debt obligations, filed for bankruptcy. Lehman’s collapse sent global financial markets into chaos. On September 29, 2008, the Dow Jones Industrial Average fell 777.68 points or 6.98% intraday while the S&P 500 fell […]

“Experts” are sometimes wrong about the markets…

As we are now a little more than half-way through the year, we would like to highlight some of the differences in projections for the S&P 500 index that Wall Street strategists have made for 2018. These projections are often used by investors to gauge the sentiment among the top strategists for the outlook over […]

Charitable Donations: Consider Gifting Your RMD

The Tax Cuts and Jobs Act of 2017 that passed through the Senate and House of Representatives this past December will have a wide range of effects on taxpayers. The new tax law is nearly doubling the standard deduction to $12,000 for single filers, $18,000 for heads of households and $24,000 for married couples that […]

Google Trends and Market Sell-Offs

Tuning out the noise of the media and those around you can be hard especially when it comes to your savings. Many people are subject to react to media headlines or recommendations and opinions from friends with their investments. Nowadays, people are inundated with even more news on their mobile devices, computers, TVs, etc. Where […]

Annual Returns and Intra-Year Declines

The recent drawdown in the equity markets may be more “normal” than the 2017 equity markets. This sell-off has been scary for investors and has many people pausing to ask questions about their portfolios and the stock market in general. Should Investors Be Concerned? Although sell-offs or market corrections, defined as a 10% drop in the […]

Wall St Analysts 2018 S&P 500 Projections

As 2017 comes to an end, we like to take a look back at the projections for the S&P 500 index that top Wall St. strategist made for the year and what they are expecting for 2018. Returns in the S&P 500 were propelled by optimism of corporate tax reform and a strong earnings season […]

How Much Are Fund Fees Costing You?

Imagine you are driving down the road and notice the much-dreaded gas light is blinking on your dashboard. You pull up to an intersection and spot a gas station on the left, advertising a price of $2.75/gallon, and another gas station on the right, with an advertised price of $2.45/gallon. Which way do you turn? […]

Self Employed Retirement Plans: You Have Options!

  We know that self-employed Americans already have a lot on their plate however we wanted to take the time to discuss retirement plan options that could provide increased benefits over traditional retirement accounts. Certainly, majority a of people are familiar with the traditional 401(k) plan, but when considering small-business retirement plans, there are typically […]