Leading Economic Indicators and the State of the Economy
If you have tuned in to financial news at some point over the last couple years, there is a good chance you have heard a few media personalities share their view of a gloomy outlook…
Size Premium – How it Affects Stock Market Returns
What is “size premium”? The size premium is the extra amount of return that small companies offer versus investing in large companies. In 1992, Eugene Fama and Kenneth French designed a model that explained stock…
Economic Foresight and Investment Decisions
By admitting to yourself that you have no special advantage, you give yourself an enormous advantage. -Tony Robbins One of the biggest worries for investors is the state of the economy. Changes in employment rates…
Asset Class Returns – An Historical Review
2018 has been a tough year for investors. It has also been a unique year, as investors in nearly every asset class have seen negative returns to date. In most years, a diversified investor can…
Year-End Tax Planning and Tax Consequences
As we near the end of the year, it is important to review if any transactions you have made throughout the year have tax consequences. It is especially important to see if there is any…
Trends in the Volatile Market
A bull market can be like a long road trip – an exciting journey, but one with unexpected set backs, sometimes bumpy roads and the occasional pit stop. The global markets are each at a…
Good News for Bond Investors: TIPS
Investors often include bonds into their portfolios to earn income and take less risk than investments in stocks and other growth asset classes. Bonds that pay a set rate of interest carry a unique risk…
Opportunity Like No Other – Qualified Opportunity Zones
The Tax Cuts and Jobs Act of 2017 brought sweeping change across our federal tax code. Its goal of tax simplification resulted in the elimination and/or limitation of many itemized deductions that have benefited residents…
Investing in International Stock Funds — The Four Pillars of Analysis
So you did all the research and decided that you would like to add an international stock fund to your portfolio. Then you pull up a list of all the available international stock funds and…
The Upromise Loyalty Program
My husband, Luke, and I both paid our own way through college. We really had no other option. We were both raised by single moms who had five kids (my mom) and four kids (Luke’s…
