Investing News And Commentary

Latest News

February 17, 2017

President Trump and Your Money

Since the inauguration of Donald Trump on January 20th, markets have given the new President the benefit of the doubt that his business-friendly policy objectives will result in both faster economic growth for the U.S. and higher corporate profits. And thus far in 2017, corporate earnings reports have given investors confidence that profits can continue to make progress in the months ahead.

Read More ›
February 2, 2017

Missed the Dec. 31 Solo 401(k) Deadline? You Have Options

If you have income from self-employment, establishing and funding an Individual 401(k) (also known as a Solo 401(k)) may be one of the best ways to both cut your tax bill and rapidly build your retirement nest egg.  But the December 31 deadline to establish this plan can come up too quickly for some us amid other year-end obligations and festivities.  Not too worry, if you missed the deadline, you do have options.

Read More ›
January 5, 2017

U.S. Economy Gaining Steam into 2017

Since the election of Donald Trump on November 8, financial markets have shifted significantly as they adjust to account for strengthening U.S. economic data as well as for the changes to come under the Trump administration.

Read More ›
November 17, 2016

5 Financial Tips for Year-End

As the end of year approaches, there are several things investors may consider doing to ensure they are putting themselves on the best possible financial footing as we move into 2017.

Read More ›
November 9, 2016

Post-Election Investment Update

Markets React, Then Rebound

The election of Donald Trump sent global markets spinning into the red overnight as investors worldwide reacted in the wake of his widely unanticipated victory. In the morning, however, the Dow futures had recovered their overnight losses and the U.S. market had worked its way into positive territory by early afternoon. Many foreign markets rebounded from their lows as well. European markets closed the day higher. As I write this note at 11AM Pacific Time on November 9th, the U.S. markets are up nearly 1% from the previous day’s close.

Read More ›
October 18, 2016

Dour Sentiment, Stable Economy

Markets Enjoyed The Summer

The third quarter, which ended September 30th, was remarkable for how uneventful it was.  Stocks broadly rose through the summer, with the S&P 500 Index posting a gain of 3.3%.  U.S. stocks hit all-time highs in August before backing off moderately through September.  Over the summer, U.S. equity markets went two full months without a daily move of 1% or more, a remarkable stretch of stability, especially considering that this period came right on the heels of the uncertainties that the June Brexit vote stoked in Europe.

Read More ›
September 13, 2016

Defined Benefit Plans: Too Good to be True? No.

When we first start going into the details of defined benefit (DB) plans with people who are good candidates for them (individuals who have high income from self-employment), we often run into some skepticism.  How, they ask, can it possibly be legal to make a $100,000+ tax-deductible contribution to a retirement plan and thereby save $40,000 in taxes annually?

Read More ›