RSSCategory: Blog

Jan

22

Why Regular Rebalancing Makes Sense

Your investment portfolio may be off-kilter, and you may not even know it. Some investors stick with the same asset allocation in their investment portfolios (and retirement accounts) for decades: they “set it and forget it.” The longer the initial (target) asset allocation goes unreviewed, the greater the potential divergence between the target allocation and […]

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Jan

22

Growth Report – Monday, January 22, 2018

CONSUMER SENTIMENT READING COOLS The initial January University of Michigan consumer sentiment index came in at 94.4 last week, 1.5 points beneath its final reading of 2017 and 4.1 points under its level of one year ago. Without prompting, 34% of respondents to the latest UMich survey brought up the subject of the recent federal […]

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Jan

15

Congress Passes the Tax Cuts & Jobs Act

What will the near-term impact be? On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code to a degree unseen since the 1980s, altering income tax brackets, marginal tax rates, key deductions and […]

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Jan

15

Growth Report – Monday, January 15, 2018

RETAIL SALES ROSE IN DECEMBER Consumers spent freely during the holidays: the latest Census Bureau report shows a nice advance for retail purchases. They improved 0.4% last month, with core retail sales up by the same amount.1 PRODUCER PRICES UNEXPECTEDLY RETREAT In December, wholesale inflation declined for the first time in 18 months. Even with […]

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Jan

8

Comprehensive Financial Planning: What It Is, Why It Matters

Your approach to building wealth should be built around your goals & values. Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does comprehensive financial planning entail, and why do knowledgeable investors request this […]

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Jan

8

Growth Report – Monday, January 8, 2018

LOW UNEMPLOYMENT, BUT LESS HIRING The Department of Labor’s latest jobs report announced a headline unemployment rate of only 4.1% in December, but it also showed companies adding just 148,000 net new workers last month. Even so, net payroll growth averaged 204,000 during the last three months. In hiring terms, the health care sector grew […]

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Jan

4

Does Market Timing Work?

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Jan

1

Fear Must Not Inhibit a Financial Strategy

Too often, it persuades investors to make questionable moves. Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question their investing approach. If they overreact to it, they may sell low now and buy high later – or in […]

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Jan

1

Growth Report – Monday, January 1, 2018

CONSUMER CONFIDENCE DECLINES In December, the Conference Board’s monthly index fell sharply from its lofty November reading of 128.6. That number was a 17-year high. Economists polled by Bloomberg expected a retreat to 128.0; instead, the gauge dropped to 122.1, which was still one of its best readings in the past 15 years. Lynn Franco, […]

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Dec

26

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of […]

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