Tag: Stocks

Stock Picking is a Risky Business

On Friday, April 9th, the U.S. stock market, as measured by the S&P 500 Index, hit another record high. It was the 20th time this

The Wisdom of Warren Buffett

It’s probably no exaggeration to say that Warren Buffett is the best-known investor on the planet. He’s also a legendary business leader. As most of

What’s Up with the Stock Market?

On September 2, 2020, the Dow Jones Industrial Average hit an all-time high of 29,100. As this is being written, the DJIA is only about 2% below that high-water mark. Let that percolate in your consciousness for a minute.

Total Return Investing

Investors can give many different answers to the question of why they put their money at risk in the capital markets, but it can be boiled down to just two: We invest to either grow our capital so that we may spend (or gift) it in the future or to produce current income to help support our lifestyle. These two goals have historically suggested two different investment strategies: investing for long-term growth (stocks) or investing for income (bonds). In this month’s blog, we will discuss a third approach, total return investing. Before doing so

Declining Stock Valuations: Four Things to Consider

In the aftermath of the recent stock market volatility, market observers and financial media pundits were quick to attribute causes: fear of the Federal Reserve raising short-term interest rates too high, computerized trends following trading algorithms, an economic slowdown in China, the U.S. economy heading into a recession, Brexit, a slowdown in corporate earnings (just to name a few).

Tax Savings Tip – Should you Gift Cash or Stock?

December is here and that means two important things on the calendar: holidays and tax planning. I know one’s a lot more fun to discuss than the other is, but this is the best time of year to look for deductions, credits or other ways to mitigate your taxes for 2014.

“Informed” Tax Savings

Back in the 1940s, a New York Circuit Court Judge named the Honorable Learned Hand (yes his real name) often said, “There are two tax systems in the United States, one for the informed and one for the uninformed.” Seven decades later. Not much has changed, so it’s best to be in the informed group.

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