The new tax reform law has Americans asking what they should be doing right now to maximize the benefits. Paying next year’s state property tax this year is one thing we suggest clients consider – consult your tax adviser to see if that is right for you.
Investors are the most bearish they have been since the financial crisis – nearly 7 in 10 think that stocks are over-valued. This is a strong contrary indicator of future market direction.
Bitcoin has been getting a tremendous amount of media attention lately. See our post for an interesting interview with Cameron Winklevoss and a recommendation for a good book on the subject.
We continue to warn clients about risk to bond funds when interest rates rise. In this article, Morningstar discusses funds that may be especially vulnerable.
Elon Musk’s TESLA auto company is an enormous success. However, the company is burning cash at a furious pace and may need to dilute shareholders by issuing more stock. These are two reasons why we’re cautious on TESLA stock — Bloomberg clearly lays out the issues in this article…
Initial public offering (IPO) activity has picked up, riding along with the stock market’s positive performance in 2017. In this IBD story, Bryan Anderson, Market Strategist for Beck Capital Management says being highly selective is still key for successfully investing in IPOs, as several widely touted companies like Snap and Blue Apron have disappointed investors…
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.
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.
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