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Thursday, April 26, 2018

Christopher Columbus and Compound Interest “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.” (Albert Einstein) In 1492 Christopher Columbus...

 

Friday, February 23, 2018

RMDs & QCDs (Donating Directly to Charity) The IRS requires taxpayers over age 70½ to take a Required Minimum Distribution (RMD) from their IRAs each year. This forced IRA distribution adds ‘taxable income’...

 

Wednesday, February 7, 2018

MARKET VOLATILITY Wall Street's recent wild ride wasn’t driven by nervous portfolio managers or any other human traders. Instead, machines are making the trading decisions. On a typical trading day, computers account for 50% to...

 

Wednesday, January 17, 2018

Timing a Correction The stock market is on a tear. The S&P 500 rose 19.4% in 2017 excluding dividends, and is already up over 4% in 2018. Is it a bubble or a sugar high? Or undervalued? Or the aftermath of the Trump Tax Cut? For most...

 

Friday, January 12, 2018

BITCOIN Warren Buffett said he doesn’t own a single bitcoin and has no plans of investing in it. “In terms of cryptocurrencies, generally, I can say with almost certainty that they will come to a bad ending. When it happens...

 

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Tuesday, January 2, 2018

REVOLUTION One word could describe Donald Trump's presidency: Revolution: Revolution against the "establishment" and "status quo." Here are a couple of examples Corporate Tax Rate. Since 1993, the top corporate tax rate has been 35%,...

 

Friday, December 22, 2017

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know On December 20, 2017, the U.S. House of Representatives and U.S. Senate passed the Tax Cuts and Jobs Act of 2017 (the act or TCJA). The legislation makes significant changes to...

 

Tuesday, December 19, 2017

2018 Outlook TAX CUTS/REGULATIONS/SPENDING: The Trump Administration/Congress has pushed through a major corporate tax cut, is cutting regulation, but has not reigned in government spending. Forecast: Real GDP growth of 3.0% rate in...

 

Tuesday, December 19, 2017

Social Security at age 66 or 70? When to claim your Social Security benefits is one of the most complex, and important choices you'll face leading up to retirement. It is an issue we discuss with clients almost on a daily basis. The...

 

Friday, November 3, 2017

Dow at a Million? The Dow at 1,000,000 by the end of the century is exactly what Warren Buffett predicted at the Forbes 100 Party recently. Is that possible? Not only is it possible but it is more than likely. Consider the 1900s....

 

Thursday, October 5, 2017

PEAK to PEAK - 10 Years Since the Crash October 9th is exactly ten years from the day that the stock market peaked prior to the Financial Panic of 2008. It was quite a decade; but what if you had known beforehand that the following...

 

Wednesday, September 6, 2017

Over the past few days, Hurricane Harvey has left physical destruction and human tragedy in its wake. This record-setting storm will certainly take its place with other major hurricanes, including Katrina and Sandy, in American...

 

Tuesday, April 18, 2017

While many investors have taken advantage of the six-year rally in U.S. stocks, they may have overlooked attractive opportunities overseas. Despite the recent struggles of some international markets, there are powerful reasons to look...

 

Thursday, March 23, 2017

TICK, TOCK A child born 22 years ago is now scheduled to graduate from an average 4-year public in-state college. If his parents had invested a mere $140 per month, earning 6% per year1, they would have had the $76,974 needed to pay...

 

Wednesday, March 15, 2017

It’s probably a Bad Idea to Sell Stocks Because You Fear Trump “So should I cash out of the stock market?” This is the question often heard from those liberal-leaning investors in the last few months. They are worried...

 

Thursday, February 23, 2017

Spending and Tax Cuts Out of all of President Trump’s proposals, the one that should help the economy the most is corporate tax reform. Typically, corporate profits are subject to two layers of tax: first, when the company earns...

 

Monday, December 19, 2016

Since the presidential election, the S&P 500 is up 8.4%, Small Caps are up almost 20%, and the Dow is closing in on 20,000. This "Trump Rally" has its detractors. This rally, they say is based on "Hope and Faith." After all, nothing...

 

Monday, November 14, 2016

Billionaire investor Warren Buffett defended the stock market's strength and raised doubts about President-elect Donald Trump's trade agenda in a CNN interview broadcast on Friday, just days after the U.S. election. Buffett, a vocal...

 

Friday, August 19, 2016

Natural Gas "Demand for U.S. natural gas is expected to grow by 27% through the end of this decade. However, what most investors overlook is where an outsized portion of this demand growth is coming from. While LNG exports, electric...

 

Sunday, July 31, 2016

Markets Move Up Around the WorldAuthored by Brad McMillan, senior vice president, chief investment officer, at Commonwealth Financial Network. Equity markets around the world performed well in July, as positive U.S. economic...

 

Wednesday, July 6, 2016

Did You Know? Taxes. The government is projected to collect tax receipts equal to 18.3% of GDP during fiscal year 2016, higher than any fiscal year since 2001. (source: Congressional Budget Office) Upward Mobility. Just 16% of college...

 

Friday, May 6, 2016

RECESSION FEARS SUBSIDING For months, many investors have feared a US recession. These concerns have begun to ease in recent weeks. Oil prices have stabilized, and US economic growth, while not robust, is holding in at 2%. Given the...