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.
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.
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.
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…
A highly regarded polling firm released new data today confirming what the stock market has been saying since the US presidential election: Americans are very optimistic on their economic futures. The poll, released by IBD/Tipp, who have the best track record predicting recent presidential elections, reported today that their Economic Optimism Index rose to 54.8%…
One of the hazards of investing in mutual funds are the capital gains taxes that can accrue to investors who didn’t actually enjoy the gains. This is a function of the mutual fund structure. Capital gains taxes are distributed to shareholders at the end of each year, whether they were in the fund at the time of…
In September and October we conducted two presentations where we discussed “Election Impact Investment Analysis”. Over 120 high net worth and institutional investors in Austin were in attendance at the two events. While we were unable to predict the ultimate outcome of this close election at the time, we separated ourselves from the bulk of analysts on Wall…
Hedge fund redemptions accelerated in the third quarter of 2016. A whopping $28 billion was redeemed in three months alone.