So far this year the global markets have taken us on quite the roller coaster ride. Markets seem to just keep creeping higher and higher, much like that first hill of a roller coaster ride. Sitting in the back seat you have no idea when the coaster will crest the hill and begin it’s descent.… Continue reading Mid Year Market Update
Category: Financial Planning
In the Face of Rising Rates, Don’t Run Away from Bonds
Even in a rising rate environment, a core allocation to fixed income still reduces overall risk in the portfolio and can provide reasonable returns. With all of the headlines and attention given to Federal Reserve FOMC meetings, it may seem like the slightest increase in rates would spell disaster for bond holders. After all, when… Continue reading In the Face of Rising Rates, Don’t Run Away from Bonds
It’s All About Earnings
With the S&P 500 and NASDAQ touching record levels in the past two weeks, many investors are asking themselves what factors are in place to drive stock higher? Corporate earnings have always been an important contributing factor in supporting stock prices. The bull market of the past five years has been supported by earning increases… Continue reading It’s All About Earnings
Enjoy the Short Term Growth While Preparing to be Selective
The market continues to grind higher with this past week bringing record highs for both the Dow Jones and S&P 500 Index. Additionally the NASDAQ closed at its highest level in nearly 15 years. As we near the end of 4th quarter earnings season, the overall tone of the reports continues to improve with growth… Continue reading Enjoy the Short Term Growth While Preparing to be Selective
2015 Changes to Income and Estate Tax Laws
As expected, the change in the calendar to 2015 was accompanied with numerous changes to the income tax and estate tax laws. When creating and implementing a custom financial strategy, it is important to understand the impact of these changes and their relevance to your situation. More than 40 tax provisions are affected by inflation… Continue reading 2015 Changes to Income and Estate Tax Laws
It’s the Middle of the Year: How is Your Financial Plan Working?
While we are all enjoying the summer, it is hard to believe that we are already past the midpoint of 2014! Now is an ideal time to look at several key areas of your financial position to ensure you are making the wisest decisions to grow your wealth and mitigate your tax liability. I’ve outlined… Continue reading It’s the Middle of the Year: How is Your Financial Plan Working?
Passing on a Legacy of Financial Independence
This past weekend, our country celebrated Independence Day, July 4th, commemorating our freedom and recognizing our status as an independent country. All over the country, this event was marked with parades, barbeques, and of course fireworks. I read in our local paper interviews with community residents who were commenting on their favorite traditions to celebrate… Continue reading Passing on a Legacy of Financial Independence