Quarterly Market Webcast – May 2018
Of Tariffs and Trade Wars
When economists studied the Great Depression after the 1930s, one of the things that was cited as worsening the economic decline and prolonging the recession was the Smoot-Hawley tariffs. This protectionist trade policy was signed into law in 1930 and raised the tariffs on over 20,000 imported goods to the U.S. Despite nearly 90 years […]
The Sandwich Generation
According to the Pew Research Center, 1 in 7 middle aged adults is providing financial support to both aging parents and their children. The term “Sandwich Generation” is used to describe people between their late 30’s through their early 50’s who are feeling the financial pressure of supporting their aging parents, supporting their children, and […]
2018 Retirement Account Contribution Limits
Tax-deferred retirement accounts allow investments to compound free of taxes, which can make them an exceptional investment vehicle. One of the downsides is the fact that there are annual contribution limits on these accounts. The IRS is in charge of determining the contribution limits to each of these types of accounts. In determining these limits, […]
Quarterly Market Webcast – February 2018
Should Investors Brace For More Volatility?
The last year (2017) in the stock market will go down as one of the least volatile years on record. The largest pullback in stocks during the year was a scant -3%. Experienced investors know that historically the stock market has experienced yearly pullbacks in the neighborhood of double-digits. That made last year’s action in […]
Should Investors Brace For More Volatility?
The last year (2017) in the stock market will go down as one of the least volatile years on record. The largest pullback in stocks during the year was a scant -3%. Experienced investors know that historically the stock market has experienced yearly pullbacks in the neighborhood of double-digits. That made last year’s action in […]
2017 Year End Planning
The Senate and the House have both released their proposed versions for tax reform. While they work to iron out the differences, consensus has it that the bill will probably take effect on January 1, 2018, even if it has to be made retroactive at some point during 2018. Certain opportunities are poised to disappear […]
Raising Money Savvy Children
Talking about money is not something all parents are comfortable with. For some people it can be too complicated. For others, too scary. Some families simply just do not have the time to teach their children about money. According to a recent T. Rowe Price survey, 69 percent of parents have some level of reluctance […]
The Big Disconnect
One of the questions we hear in almost every client meeting of late is, “How can the market be going up when things are so bad out there?” Rather than try to identify and debate each item that could be referred to as ‘bad’, we think it would be more instructive to revisit market dynamics and the […]