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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... overheated economy and start to bring prices of goods and services back down. But what effect would rate hikes have on stocks? While there are many variables, it's quite conceivable that stock prices could ...
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How to Handle the Market’s Volatility
(Main Content/main)
... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments. ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments. ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... securities. But despite generating good cash flows, MBS are very expensive right now. At this time last year, MBS funds could actually be bought at a 20% discount to their intrinsic value; now they're ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... and political donors, and are loathe to bite the hand that feeds. Furthermore, capital gains taxes apply to farms and family businesses as well as to investment gains—and it doesn't look good for politicians ...
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When Will Stocks Rise Again?
(Main Content/blog)
... before rising again. Inflation, the spread of a Covid-19 variant, or any number of factors could cause a big reversal, lowering stock prices and creating good bargains for investors with cash to put to ...
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How to Invest for Inflation
(Main Content/blog)
... buy just about every kind of good, and today it’s a behemoth. No one can identify the next Amazon with any certainty, of course. But investing in a number of less-mature companies with ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... predicting that higher future prices of goods and services will make bonds' fixed income payments less valuable. Accordingly, bonds are trading at lower prices. Bonds' yields move in the opposite direction ...
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The Stock Market Rotation is Here
(Main Content/blog)
... even as the laggards make up ground. Many of the past year's fast growers are good companies whose price could resume appreciating over the long run, albeit more slowly than we've seen over the past year. ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... While the distribution of the highly effective vaccines is good news, the rollout has been disappointing. At the current rate, it will take an estimated three years to achieve so-called herd ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... do it. 8. Update your beneficiaries. Now is also a good time to review the beneficiary information on all your financial accounts, from banks to insurance to investments. Life situations change all the ...
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Vaccine News Shakes Up the Market
(Main Content/blog)
... and Apple are sitting on hordes of cash that they can deploy anytime. While they may lose momentum in the short-term, they're still good long-term investments. Meanwhile, it's worth looking carefully ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... in tech, communications and healthcare – sectors that were seen as good bets during a time of uncertainty. But having piled in and driven up prices, investors had already started rotating out prior to ...
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Fear Means Opportunity
(Main Content/blog)
... closing non-essential businesses. That's sent shockwaves through a whole host of industries, from restaurants to car dealers to airlines and convention organizers. It's a good bet that companies' earnings ...
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Iran Tensions and Your Investments
(Main Content/blog)
... one? Perhaps. But when it comes to investing, it's better to be safe than sorry. In times of uncertainty, you want to make sure you're making the right bets in your portfolio. Now is a good time to rebalance ...
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The Coming Corporate Debt Cliff
(Main Content/blog)
... well as your investment portfolio. For that reason, now is a good time to reevaluate what you own, and to make sure your portfolio gives you a chance to withstand or even capitalize on what lies ahead. ...
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Progress in the Trade War
(Main Content/blog)
... broad index-based funds. Finally, it’s a good bet that there will be more posturing, rhetoric and scary headlines as the U.S. and China seek leverage for future negotiations. The key is ...
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Bond Yields Are Low – So Where Do You Find Income?
(Main Content/blog)
It's difficult to find good income opportunities in the bond market right now. The 10-year Treasury, which was yielding more than 3% last fall, is heading into this fall at 1.7%. That's even less than ...
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Time to Invest Smarter
(Main Content/blog)
... goods from China. Within a few days, China let its currency, the yuan, fall to its lowest value since 2008. That prompted the U.S. Treasury Department to label China a "currency manipulator." Market ...
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Should You Invest in Real Estate?
(Main Content/blog)
... the subject, including my thoughts on real estate's pros and cons. Let's start with the pros. One attractive aspect of real estate investing is that it's leveragable: Banks will lend you money at good ...