For investors, bear markets (a stock market decline of 20% or more) are obviously very unpleasant. However, through history they are a regular and recurring feature of the market landscape. As I write this piece on the morning of January 24th, the S&P 500 Index is off to its worst start of a year on …
2022 Investment Outlook While markets ended 2021 on a high note, with U.S. stock indexes essentially at their all-time highs, the mood has not carried over into the new year. Since 2022 trading began on January 3rd, the S&P 500 Index has lost 1.5%. The NASDAQ, home to the most consequential technology stocks, has tumbled …
Markets remain mostly content as we head into the Thanksgiving Day holiday. U.S. equity indexes are close to their all-time highs and 10-year U.S. Treasury note yields, despite the hot inflation readings of late, are around 1.68%, about the same as in the spring. The major financial news this week was the re-nomination of Jerome …
With the end of 2021 approaching, and with historically low tax rates likely to increase, now is an excellent time to consider a Roth conversion. However, the rules can be complex, so it is important to check out all the angles before acting. What is a Roth Conversion? A Roth conversion occurs when an individual …
In general, 2021 has been a productive year so far for investors. Most major equity indexes in the U.S. and overseas are in positive territory year-to-date, and the global economy soldiers on despite persistent headwinds from Covid. Through most of the summer, U.S. markets were on cruise control, notching unspectacular but steady gains while avoiding …
Taxes can be a big drain on investors seeking to retain or increase their wealth. Thus, it makes good sense to have a well-thought-out tax strategy. While Congress is still working on the details, some preliminary tax law changes for 2022 and beyond have come out in draft form. Here is a summary of some …
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