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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
Inflation is back. U.S. consumer prices rose 6.2% year-over-year in October, the steepest increase in more than 30 years, as a flood of cheap money surging met consumer demand and supply chain bottlenecks. ...
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Time to Make a Shopping List
(Main Content/blog)
... No one can say with certainty where the market will go from here. But stocks have gone more than 13 years without a major correction, so a pullback of 10% or more would not be surprising. But rather ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... to soak farmers and family businesses. Biden, who spent 36 years in the Senate before spending eight more as Vice President, is the definition of a savvy politician. I believe he sees the capital gains ...
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When Will Stocks Rise Again?
(Main Content/blog)
... record high of 4,233, the S&P index has bounced around, mostly lower, for more than a month. The market won't stagnate forever—over the past 20 years, its annual return has averaged 11.6%. Every ...
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How to Invest for Inflation
(Main Content/blog)
After years of ultra-low inflation, costs are rising at their fastest rate since 2008. The poster child this time around is lumber, where prices have risen more than 85% this year and 280% in the past ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... not a $1,520 monthly payment, at 4.5%, for example. And over 30 years, that higher-rate loan would add in excess of $100,000 to your total payments. Rising Treasury yields also have implications for ...
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What the Democrats' Win Means for Stocks
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... 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
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... your traditional IRA will trigger a tax bill—but the reason to do it now is that tax rates are at historic lows. Many experts believe that rates will rise, if not in 2021, then in the next several years. ...
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Be Very Careful Here
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... be in for a second wave of the outbreak very soon. Some promising treatments are being developed for those who fall ill, but a vaccine is months if not years away. That all adds up to uncertainty for ...
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What to Do Now
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... strong balance sheets and, I think, great futures. Some of these firms, including in tech, had rallied so much in recent years that they didn't make sense to buy. Now they do. So don't get psyched out ...
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The Coming Corporate Debt Cliff
(Main Content/blog)
... businesses to borrow trillions of dollars. But they'll soon have to pay the piper: Some $4 trillion of corporate debt will come due in the next five years – and the fallout could affect the economy as ...
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Bond Yields Are Low – So Where Do You Find Income?
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... and 7% with duration under 5 years. The range is based on several variables, including prepayments and defaults of the underlying mortgages, as well as projected valuations of defaulted properties. Non-agency ...
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Time to Invest Smarter
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... collected in the first several years of the recovery are gone. Going forward, you'll have to dig into the research to find companies that are poised to do well. If you'd like to talk about your investments, ...
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Should You Invest in Real Estate?
(Main Content/blog)
... investment as long as you do your research and have clear expectations. I've owned residential and commercial rental properties for years, and I've sold properties as well. I'm often asked for advice on ...
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Reaching Your Goals Vs. Spinning Your Wheels
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What's the difference between people who accomplish big goals in life and those who muddle along? Based on my nearly 20 years as a financial advisor, the answer is clear: Successful people are those who ...
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The Biggest Mistakes Investors Make
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... on? As a financial advisor, I've reviewed hundreds of people's financial situations over the years. And it's clear that self-inflicted financial damage is taking a major toll. In other words, many of us ...
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The Investment Outlook Is Changing
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... pass an infrastructure spending package. While there will always be developments that nudge stocks upward or downward, it's wise to assume that stock returns will be more moderate over the next few years ...
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A Smart Investing Move to Start the Year
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... you restore the original, optimum ratio of stocks to bonds in your portfolio. When stocks soar, as they did for many years after the 2008/09 market crash, you might end up with a portfolio that's overweighted ...
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What the Market Plunge Means for Investors
(Main Content/blog)
... advisor who is not only knowledgeable but also experienced. Remember, it's been more than 10 years since the last cycle of Federal Reserve interest rate increases ended. The countless advisors who have ...
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What Will Kill the Bull Market?
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... to the age of the current bull market—more than nine years—many investors have started to think about pulling their money out of stocks at some point before the next big dip. I can't say emphatically enough ...