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Transitions - Wealth Planning and Market Insights
Our newsletter helps educate you and your family on the fundamentals of investing, so you know what you own and why. We believe financial knowledge helps you gain clarity and confidence in achieving your financial goals.
For the last few weeks, the markets are trading as if the COVID-19 is no longer a threat to the world economy. Traders have placed this virus in the rear-view mirror, seeing an economy rapidly returning to normal. The markets are always forward looking, but there are more hopes than facts to support a euphoria.
Some perspective is needed on this market decline. News reporters kept mentioning this market plunge is the fastest on record, taking only 17 days to drop 20%. Nearly every seasoned investor will recognize these reporters chose great headlines over facts.
A real Black Swan event triggers a market correction. This particular correction is interesting due to its speed and intensity. As most of you know, I have been looking for the market to experience a real correction for some time.
As we age, our most important goal is to stay healthy. This includes keeping our memory sharp. To maintain a sharp memory, there are important steps that everyone should follow.
In 2019, there was no shortage of market headwinds. The year started off with talk of a global recession. Then we began a trade war with China, the world's largest trading partner. Add to this a politically weakened President being impeached.
Tax avoidance is an important part of investing. If your personal portfolio is actively traded to earn a return, all the short term gains are treated as ordinary income, and are taxed at the federal level as high as 37%.
In spite of what is reported as economic news headlines, the fact remains that consumer spending continues to drive a large part of the U.S. economy.
When reviewing your Trust as part of your estate planning, an important point for thoughtful consideration is exactly who should be a trustee.
Lowering interest rates is supposedly good for the economy. Yet this is harmful for investors who depend on income from their portfolios.
Who or what is Tina? This is Wall Street jargon and rationale for buying stocks at any price. With bond yields at multi decade lows, Wall Street's response is to buy more stocks. Hence their acronym of TINA, which stands for "There Is No Alternative" (to stocks).
In a recent about face, the Federal Reserve moved policy away from the normalization of interest rates back to cutting interest rates. Here we go again! On the surface, one could conclude the Fed is helping the markets. The question is: Why?
The economic wisdom of implementing tariffs in a global economy is fleeting. An advisor to another U.S. President expressed the viewpoint that there should be two requirements met before anyone became an economic advisor...
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