TRADE WAR POSSIBILITY WEIGHS ON STOCKS Last week, the U.S. imposed excise taxes on steel and aluminum imported from select countries and announced that up to $60 billion of Chinese imports would also soon face tariffs. These protectionist moves weakened bullish sentiment on Wall Street. The S&P 500 fell steadily Thursday and Friday and had […]
Growth Report – Monday, March 26, 2018 Read More
Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of study has emerged on the psychology of saving, spending, and investing: behavioral finance. Since retirement saving is a
The Retirement Mindgame Read More
PRICE GAINS EASE There was no half-percent spike in inflation in February. In contrast to January’s big jump, the headline Consumer Price Index rose 0.2% in the second month of 2018, with the core CPI following suit; the year-over-year CPI gain ticked slightly higher to 2.2%. The headline and core Producer Price Index also increased
Growth Report – Monday, March 19, 2018 Read More
A good advisor provides important guidance and insight through the years. What kind of role can a financial advisor play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good financial advisor can help
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Never touch your principal in retirement? More than a century ago, an American financial archetype emerged – the household that lived on the interest earned by its investments, never touching its principal. Times have changed. While the Vanderbilts, Carnegies, and Rockefellers could do that back in the Gilded Age, you will likely face a tough
CB: PLENTY OF CONFIDENCE IN THE ECONOMY The Conference Board’s monthly consumer confidence index soared to 130.8 in February – the highest reading seen since November 2000. In January, the gauge was at 124.3. (In the middle of the Great Recession, the index hovered near 25.)1 SOLID READINGS ON SOME KEY INDICATORS Further fundamental economic
Growth Report – Monday, March 5, 2018 Read More
A firm that is GIPS compliant must abide by high ethical standards. What are GIPS, and why should investors seek firms that comply with them? To put it simply, when an investment management company commits to undergoing a GIPS audit, it affirms its commitment to upholding ethical standards agreed upon by investment firms worldwide. GIPS
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FEWER HOMES ARE SELLING Demand is high, prices are high, and inventory is slim. In view of these factors, the 4.8% year-over-year fall for existing home sales just reported by the National Association of Realtors is not surprising. It represents the largest annual decline seen since August 2014. Other January NAR data showed homebuying down
Growth Report – Monday, February 26, 2018 Read More
Constructing a retirement plan this way may help you ride through a bear market in retirement. Stocks sometimes retreat. That reality can be overlooked in a long bull market. Bear markets do appear, and a deep downturn could force you to sell securities in retirement, so you can pay for necessary expenses. Right now, you
Try the Bucket Approach Read More
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