The Take-Away In the 2nd quarter of 2017, reality set in for the Trump administration. This reality came in getting major reforms passed through Congress and specifically, health care and tax policy changes. And although this temporarily put the “brakes on” a more significant market rally for all of us, there was enough good news […]
The United States Internal Revenue Code is one of the most complex documents ever assembled. Currently, it contains about 75,000 pages and continues to expand every year, but along with its complexity there are opportunities buried within this document that can help us keep a little more money in our pockets, if we plan […]
When the Federal Reserve raises rates by another quarter percentage point on Wednesday, you’re going to see many stories about monetary policy getting tight and the potential threat that poses for the economy in general, but more specifically – the bull market in stocks.
As usual, you should discount the conventional wisdom.
Now that we are eight years into a bull market, some investors just assume something must go wrong. As a result, we see lots of stories and get lots of questions about “bubbles.”
The Take-Away The Trump Rally continued its advance in the first three months of the year as broad market indices breeched new record highs in March before giving back some of the profits. A positive reaction to financial, fiscal and economic activity appears to leave room for more advances later in the year. Review and […]
The Conference Board Leading Economic Index® (LEI) for the U.S. increased 0.6 percent in February, following a 0.6 percent increase in January, and a revised 0.6 percent increase in December. Over the past six months, the LEI for the United States has increased 2.3 percent (or about an annualized rate of 4.6 percent), much faster than the […]
Your family home represents one of our most important personal assets. Protecting it through the purchase of homeowner’s insurance should be a high priority. To accurately estimate the insurance necessary to rebuild your home, in the event of a disaster plan for the worst. That is, assume a total loss of your home from a […]
Economic Update: March 2017 – Big Government Slows Growth In 1930, Pluto was declared the ninth planet. Apparently, and I’ve been informed by my 11 year old daughter and 8 year old son, that in 2007, Pluto was demoted to “dwarf planet” status by astronomers after considering new evidence. So I guess, we are now […]
The Conference Board Leading Economic Index® (LEI) for the U.S. increased 0.6 percent in January, following a 0.5 percent increase in December, and a 0.2 percent increase in November. Eight of the ten components increased in January suggesting economic growth over the next six months. The positive contributors, beginning with the largest contributor, were the interest rate […]
Over the past 42 years, I have had the privilege of speaking with thousands of individual investors and during the process of getting to know their needs, desires and family goals, we always discuss concerns. Of those concerns, only a very small percentage are fortunate enough to have no worries or uneasiness about outliving their […]