Well, Happy Birthday to the Bull market. Blow out the candles, cut the cake, let’s enjoy it while we can.
Which of these statements is true for the period January 1 to February 16, 2018?
1. Stock returns were bad, down 4.7% from the previous high.
2.
Ah, floating on a cloud. Gradually going higher without many bumps. That was the stock market in 2017.
At the beginning of 2017, a common view among market
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As December 31 approaches, I review my clients’ taxable investment accounts for “tax-loss harvesting” opportunities.
Tax-loss harvesting is an important
Bitcoin -- a “digital currency” or “digital money” -- is receiving a lot of attention. Not surprising since the Bitcoin price increased 1700% this year, from
Your home may be at greater risk of flooding than you think. Storms are not the only cause of floods. And global warming increases flood risks from storms
S&P 500 Index funds are one of the most common investments for individual investors. But what are “index funds” and how do they compare to “indexes?”
Indexes
A good way to describe stock and bond market returns during the first six months of 2017 is “placid.” As in low volatility with a gradual upward trend. That is
Worried about running out of money during retirement? Well, that's a legitimate concern. But "running out of money" isn't a very exact term.
Most retirees
President Trump’s budget proposal, submitted to Congress today, would reduce pay and retirement benefits for Federal employees and retirees. The two biggest