The U.S. bull market has entered uncharted territory – it is now the longest in history and is still marching higher. But this charging bull has to catch its breath someday before resumes its run. Behavioral finance teaches us that it is during these tumultuous times when humans react emotionally (and irrationally). Although we will […]
Will This Bull Ever Tire? Part 3 – Tough Trade Talk
Recent news headlines highlight the danger of trade wars accelerating. In an effort to “MAKE AMERICA GREAT AGAIN,” President Trump is eager to review all trade agreements to make sure American consumers and businesses are not getting disadvantaged in any way. Every organization, treaty or agreement–past, present, and future–is under ongoing scrutiny. Trade deals between […]
This Useful Feature Could Simplify Your Charitable Donations
Thanks to the Qualified Charitable Distribution (QCD) provision, more retirees with charitable commitments are utilizing their IRAs – and often satisfying their required minimum distributions (RMD) in the process. However, the procedure can be time-consuming. The challenges include filling out the necessary paperwork for each charity, verifying the charitable organizations’ status, deciding amount (and frequency) […]
Charitable Planning in the New Tax Reform Era
Starting this year, standard deduction will almost double (Table 1), although personal exemption is eliminated. It is estimated that only 1 in every 10 returns will benefit from taking the itemized deduction, versus 30% of all returns that itemized, based on 2013 IRS data.1 Moreover, the $10,000 ceiling on state-and-local-taxes (SALTs) further reduces the need […]
Will This Bull Ever Tire? Part 2 – The Threat of Rising Inflation
Inflation indices are tasked with the job of establishing an overall price level for goods and services that can be tracked over time. Consumers do not need an index to tell them what their wallet is already telling them – prices go up over time. The speed at which prices rise will dictate the effect […]
Will This Bull Ever Tire? The Effect of Rising Yields on Asset Allocation
For the first time in a decade, the 2-year Treasury yield has met and exceeded the S&P 500 dividend yield (see Figure 1). Why is this significant? It is significant because as bond yields edge up, fixed income allocations become more attractive to investors. Thus, stock returns can be dampened by what appears to be a […]
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