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Understanding the Fed’s Rate Hikes and the Market
(Main Content/blog)
... interest-rate increases as a result. Two positive inflation readings in a row would make that scenario a lot more likely. That's not what happened, unfortunately: The Sept. 13 inflation report showed ...
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Better Inflation News Spells Opportunity
(Main Content/blog)
... month. Make no mistake, 8.5% inflation is very bad for consumers. Our grocery bills are 8.5% higher than they were a year ago. But for investors, what counts is the direction of inflation. While the ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... earlier. Gas prices make up less than 6% of the Consumer Price Index, but they are exceptionally volatile, and as they filter through the economy, they ultimately affect the price of all kinds of ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
... as they add supply to the market, they drive down the price of the stock before it's all been sold. On a related note, many funds require each of their holdings to make up at least half a percent of ...
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A Big Market Shift is Underway
(Main Content/blog)
... If you’d like to make sure your investment mix is putting you in a position to succeed, don’t hesitate to get in touch. ...
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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... suffer. The current inflation spike can be traced to the Covid pandemic, which destroyed millions of jobs and disrupted global supply chains, and U.S. policymakers' fears of an ensuing recession. To ...
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Time to Make a Shopping List
(Main Content/blog)
... made its reversals look like small road bumps. It's human nature to get lost in short term trading. But it's long-term investing that can really make you wealthy. If you invested $100,000 in 1999 in ...
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How to Handle the Market’s Volatility
(Main Content/main)
... losses are only paper losses until you sell and make them permanent. It's important that you stay patient and focus on the long-term picture: Consumer demand remains strong, supply chains will eventually ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... losses are only paper losses until you sell and make them permanent. It's important that you stay patient and focus on the long-term picture: Consumer demand remains strong, supply chains will eventually ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... interest rates makes them potentially dangerous. When interest rates rise, bond prices fall. Then there's the threat of prolonged inflation, which eats into the value of bonds' interest payments. Inflation ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... earnings would continue to apply, pushing the top rate to 43.4%. Here's why I don't think this scenario will become reality. First of all, Democratic and Republican lawmakers alike have wealthy constituents ...
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When Will Stocks Rise Again?
(Main Content/blog)
... to work because of the virus, and not needing to rush back to work because of unemployment benefits. Economists say unemployment could start to drop in the fall. And the added manpower could make companies ...
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How to Invest for Inflation
(Main Content/blog)
... can make a difference. While investors are rotating to value stocks, and selectively holding on to growth stocks, one area to be extremely cautious about is long-term bonds. Inflation ...
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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)
... stand to benefit from increased consumer and business demand, as well as rising interest rates. But as we noted in our November blog, it probably doesn't make sense to sell off your winners wholesale, ...
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What to Know About the Short-Squeeze Trend
(Main Content/blog)
... My strong advice is to not swim in shark-infested waters. If you're serious about building wealth in the stock market, make long-term investments based on stocks' fundamentals, such as revenue, debt, ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... You can also use deductions from charitable giving to neutralize part or all of your IRA conversion tax. 6. Make a distribution decision. Owners of 401(k) and traditional IRA accounts are required to take ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... it's not my place to tell you who to vote for. But I am advising my clients to be prepared for the different eventualities that could lie ahead, and to be prepared to make money moves to suit your situation. ...
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What the Elections Mean for Your Investments
(Main Content/blog)
... in by the time it happens. Furthermore, neither presidential candidate will be able to make sweeping changes unless they control the presidency, the Senate and the House of Representative. And markets ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... looks interesting right now – and I don't mean Tesla, whose sky-high shares are up 126% this year. Traditional automakers like Ford, whose stock has lost a third of its value since January, are worth checking ...