Investing
Stay Alert! Things Change. Like Better Interest Rates[Video]
Did you know that interest rates have actually been trending higher? Which means the money you have been saving in your savings account can also be earning more. I want to show you what this looks like and if you don’t pay attention to things like this, what can happen. Let’s just look at the…
Update On Coronavirus
We’ve spoken a couple of times about the Coronavirus since it first appeared on the scene in mid-January [Markets Survive Yet Another Scare & Coronavirus Impact On The Market]. Up until the past week, the issue was largely contained to China. And China has reputation for providing low-quality (i.e. untrustworthy) data about their economy and…
Corporate Bonds: More Risk, Less Reward?
Two charts came across my desk recently that shed light on what I like to call “creeping risk” in the market. This happens when the character of an investment changes slowly over time without anyone really noticing the change. The first chart that caught my attention was a long-term historical chart of investment-grade corporate bond…
The Economy And The Stock Market Are Always Changing
We’ve been in a remarkable investment environment for the last 10 years. From the depths of the stock market lows in early 2009, the S&P 500 has increased over 400%. But what’s interesting is that the same types of companies have been leading the charge the entire time. Question is, can it continue? The U.S….
Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video]
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
What A Difference A Year Makes
Investing is always a challenge. But investors have endured two radically different investment environments the last two financial years. These almost-comical headlines from CNBC – by the same author, no less – perfectly capture the 2018 and 2019 investment financial years. Here’s what’s interesting. In 2018, all the talk was about how strong the economy…
