For over two years we have been warning of the very elevated risk in bonds. Today former Fed Chairman Alan Greenspan acknowledged this risk.
In this report we discuss Congress’ progress on the reform agenda, market valuation, and several of our investment themes for the second half of 2017.
According to new artificial intelligence data, the best time to book airline tickets online is no longer Tuesday.
As The Points Guys says, when booking airline reservations for the best price always check the carriers, in addition to Google Flights and the credit card travel portals.
This week we discussed Amazon’s blockbuster $13.7 billion acquisition of Whole Foods. We expect the Amazon transaction will have far reaching effects on the grocery and restaurant sectors, and perhaps other areas in retail as well.
Many of our clients have questions about Social Security. It is a fact that women often outlive their spouses, yet many are unaware of the Social Security benefits to which they are entitled. Here are the top 10 Social Security benefits for women. Please contact us if you would like to discuss how these benefits affect your retirement planning.
This week we discussed exciting developments in cancer therapy at the ASCO conference, and the new tools we’re using to track them. We also talked about group rotation, and the possibility of new market leadership if the Tech sector cools.
We were pleased to host events in April at Austin Country Club and Steiner Ranch Steakhouse for over 100 clients and guests. We discussed the dangers of passive investing for those within 10 years of retirement, our outlook for bonds & equities, and our current strategic positioning for growth and income. Click through if you would like to view the slides from the presentation.
Since the November election, the media, investors and the public have been focused on the reform agenda in Washington. We believe the economy has a real opportunity to accelerate once Congress makes meaningful progress
We expect the FOMC to raise the Fed Funds rate when they meet next week, as recent data show the economy strengthening. This week we also feature an investment management company paying a 6.2% dividend with 47% upside potential to our 24 month price target
Americans are even more optimistic about their economic futures than they were following the U.S. presidential election. In a recent poll released by IBD/TIPP, the Economic Optimism Index hit 56.4 — equal to its level back in October 2004. Also notable poll results are Americans’ confidence in their own personal financial outlooks and confidence in new Federal policies. To…
We expect a gain of between 6% and 16% for the S&P 500 this year, but selectivity will be key to success. This week we feature a company in the metals & mining group with 83% upside to our 24 month price target.