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.
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.
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.
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…