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Dividends and equities matter in the portfolio. Dividends allow the purchase of additional equities or fixed income securities to maintain the equity/fixed income balance. It is how future inflation is hedged.

August 28, 2018

Helping a grandchild with college expenses is a very satisfying way to use some of your discretionary funds. The most efficient and flexible means to accomplish this is through a plan called a 529 Plan.

See what’s going on with the world, the market, the 10 Year Treasury, tariffs, and my dog Riley during this slow time before the storm of cooler fall weather, school starting, business picking up, and Congress coming back into session.

August 5, 2018

While investors kept tariffs and trade disputes in mind in August, a new earnings season provided Wall Street with a lift. Blue chips especially benefited: the Dow Jones Industrial Average rose 4.71% for the month. Broadly speaking, strong corporate profits and domestic economic data gladdened the bulls, even as question marks about global commerce flashed.(1)


Domestic Economic Health

Was the federal government about to enlarge tariffs on Chinese imports or relax them? The month ended with conflicting signals. In late July, Bloomberg reported that the Trump administration was considering hiking the 10% import taxes, which it planned to impose...

July 9, 2018

At the end of 2018, economists and journalists may look back on the second quarter and see the moment when a global trade war began. Whether one is truly underway or not, the fact is that Q2 was a good quarter for equities. The S&P 500 gained 2.93% in three months, and while the blue chips had their struggles, tech shares ascended once again.

June 7, 2018

In May, investors were left to interpret mixed geopolitical and financial signals. The historic U.S.-North Korea summit was on, then off, then possibly on again. An apparent truce emerged in the U.S.-China tariffs battle, but it did not last. Oil rallied, but then prices fell. Federal Reserve policy meeting minutes indicated central bank officials would accept above-target inflation for a while. Other economic signals were clear: new and existing home sales were down, consumer confidence was back up, and consumer spending was strong. In the end, the markets took all this in stride – the S&P 500 rose 2.16% for the month.(1)

May 8, 2018

April saw the S&P 500 advance 0.27% as a new earnings season unfolded – one in which investors grew uneasy about rising Treasury yields, protectionism, and privacy concerns involving tech giants. While the financial media largely focused on those anxieties, good news also appeared. The latest consumer spending and consumer confidence data was solid. Home buying picked up as listings increased slightly. Oil rallied, and so did the dollar.

April 10, 2018

Stocks rallied in January, corrected in February, and slumped in March as volatility and economic policy changes took some of the enthusiasm out of the market. The placid market climate of 2017 vanished, giving way to trading sessions marked by significant ups and downs.

April 10, 2018

By having efficient strategies in place you can minimize your tax burden and keep more of your hard-earned income. No matter your circumstance, you should be able to employ one or more of the strategies.

March 5, 2018

Whether you have an investment advisor or not, you should be following these three steps: determine how much time you have before needing certain amounts of money, decide which investment allocation lane you want to be in, and decide what events will cause you to leave your lane.

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