Long-term U.S. Treasury yields have risen, even as inflation data softens. Concerns appear to be rising regarding our country’s fiscal trajectory and debt.
Proposed legislation, including the “Big Beautiful Bill,” points to further spending and borrowing, reinforcing investor concerns about U.S. creditworthiness.
We are also seeing renewed interest in international markets as investors seek diversified opportunities amid shifting global capital flows.
The US equity market posted negative returns for the quarter and underperformed both non-US developed and emerging markets.
Developed markets outside of the US posted positive returns for the quarter and outperformed both US and emerging markets.
US real estate investment trusts underperformed non-US REITs during the quarter.
With interest rates and inflation rising, a common question we are receiving is, “Should I be buying I Bonds right now?” We explore that question in this article.
Read MoreIn recent months, the escalation of geopolitical threats (such as Russia invading the Ukraine, China threatening Taiwan, and the Iranian nuclear deal) may seem like an ominous cloud that is doomed to negatively impact stock market returns.
Read MoreResources that may help you prepare your 2020 tax return. This includes links to third-party investment company information to calculate tax-exempt income at the state level or foreign taxes paid (which may offset a shareholder’s tax liability).
Read MoreProp 19 has significant impact for residents of the state of California who are looking to pass on property as an inheritance.
Read MoreDo you plan for your child to inherit a home in California? If so, pay attention to recent developments related to Prop 19 and the impact it is likely to have on your property taxes.
Read MoreIn this article we outline several important facets of historical market performance. This has great relevance to investors who are looking to make successful decisions about how to over or underweight their portfolio positions to maximize performance over the long term.
Read MoreNews that the coronavirus is spreading has caused short-term market volatility and it is likely to continue. Although we anticipate that the coronavirus will remain a concern in the coming months, the full and lasting impact on the global economies remains unclear at this point.
Read MoreMajor custodians such as Fidelity and Charles Schwab have recently dropped individual stock and ETF (Exchange Traded Fund) trading fees to zero. How will this impact investors and the future of investing? Here’s our view.
Read MoreMost companies will have their open enrollment season for employee benefits starting in October. Before you click “submit” – stop! The decision may not be as simple as you think. Pay attention to these three things as you re-up your benefits this fall.
Read MoreThe media is buzzing about the current state of the yield curve as portending an economic recession. We’re not as up in arms as many industry participants and do not feel this is a strong indication that you make a wholesale move out of the stock market. Here’s our view on the current yield curve inversion.
Read MoreIn this blog you will learn what a DC plan is, how it is different from a 401k plan, and the questions to ask yourself if you are wondering if you should invest in your company’s deferred compensation plan.
Read MoreHere is an excellent guide to employee stock options terminology whether you have just received your award or are already familiar with the terms.
Read MoreHere are some resources that may help you as you prepare your 2018 tax return.
Read MoreA private trust deed is simply a loan made against a real estate investor’s property. In other words, it is a private mortgage. Trust deeds and mortgages have slight differences, but for this discussion it’s fine to think of them as very similar.
Read MoreStock options are great for established companies who want to reduce their tax bill, startups who don’t have a revenue stream, and many others in between. But do they always make sense for the employee? Here are some scenarios when you should push back on a stock option offer, and the questions to ask to avoid locking yourself into an unfavorable one.
Read MoreExecutives who are time-constrained yet serious about reaching their financial and investing goals commonly overlook one important factor: automation. Set up your plan so that it will be automatically executed without you having to remember what decisions were made. Automate, automate, automate! Here’s why…
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