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Monthly Archives: December 2017

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New Tax Law: Things To Consider Doing Right Now

Market Commentary, UncategorizedBy Bryan AndersonDecember 22, 2017Leave a comment

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 Very Bearish – One Big Positive Contrary Indicator

Market CommentaryBy EditorDecember 15, 2017Leave a comment

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.

Winklevoss Says Bitcoin Is Gold 2.0

Market CommentaryBy EditorDecember 11, 2017Leave a comment

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.

Beware Of Rate Risk In Bond Funds

Market CommentaryBy Bryan AndersonDecember 6, 2017Leave a comment

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.

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