Our Blog

Our Blog

Our Blog

Don’t Believe Every Indicator You See

You’ve heard the phrase: “The most dangerous words in investing are: ‘This time it’s different.’”  Right?  But sometimes the investing world DOES change, perhaps permanently, and investors have to adjust with the transition.  This is made much harder when, as the markets experience adversity, people start posting all sorts of indicators and cha

The New Manufacturing

We hear about how artificial intelligence is going to change the workforce, and how computers are taking over the world.  But perhaps the biggest shift in our industrial lives has been flying under the radar: rather than making things, we will soon be “printing” them.

Fire in a Crowded Theater

Yesterday’s market declines—the Dow down 3.15%, the S&P 500 down 3.29% (pictured above) and tech stocks, as represented by the Nasdaq index, off 4.08%--were entirely within the normal range of mini corrections, which we’ve experienced numerous times since March 9, 2009.  But they represent an interesting test of character for the press and market pundits.

The Uneven Recovery of Americans After the Great Recession

One of the consistent themes we’ve been hearing in the political arena is that the economy and stock markets are doing very well, and that we’ve finally recovered from the Great Recession.  But recovery to market highs and the personal recovery from the losses experienced during the downturn can be very different things.  A recent survey by the Joint Center for Housing Stu

What High-Achieving People Have Learned to Give Up

High-achieving people will tell you that they sacrificed to get where they are, but what, exactly, did they sacrifice?  An article in Forbes magazine lists 18 things that high-achieving people routinely give up—and many of them are not what you would expect.

Savings Bonds Redux

Remember savings bonds?  Ask anybody who was around during or in the years right after World War II, and they’ll have fond memories of buying a savings bond for $25 for a child or grandchild, and five years later the bond would be worth $50.  For people of a certain age, it was the first exposure to investing and compound interest—and today it’s a lesson in how high

Charitable Contribution Rules: 10 Years in the Making

Ten years ago, the Internal Revenue Service proposed regulations that would define how to value (and prove the actual value) of non-cash donations to charity.  The regs involved things like artwork, jewelry and other possessions whose value is often in the eye of the beholder.

Crisis Continued

 

No End Run

By now, you probably know all about the so-called SALT (state and local tax) deduction limitations imposed by the Tax Cuts and Jobs Act.  If your property, local and state taxes exceed $10,000 (couples) or $5,000 (singles), well, too bad.  That’s all you can deduct on your federal tax returns.

We're Saving More Than We Realize

Quick: What’s America’s national savings rate?  A generation ago, you might have guessed 10% and been pretty close to the market.  More recently, there has been a lot of hand-wringing about a precipitous decline in how much of their income Americans are saving—down, according to the U.S.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved