Tag Archives | investment strategy
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Your Tax Picture Has Changed. How About Your Financial Strategy?

By on May 29, 2019 in 5-Minute Fix, Investing, Retirement, Tax

Last year, we had some major changes in the tax laws. As a result, many expenses that were deductible in prior years – like state taxes, mortgage interest, and professional expenses – are now totally eliminated or only partially deductible. So here’s an important question. Given those significant changes, have you given a once-over to […]

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Quote Of The Week: ‘If You’re Holding Cash, You’re Going To Feel Pretty Stupid.’

By on January 23, 2018 in Investing, Quote of the Week

‘If you’re holding cash, you’re going to feel pretty stupid.’ Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund with $150 billion in assets, interviewed by CNBC at the World Economic Forum in Davos, Switzerland  The Takeaway:  Even though asset prices are higher than they have been in the recent past, it’s not smart […]

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“Everyone Wants There To Be A Correction”

By on December 13, 2017 in Investing

I was participating in an investment conference call today to discuss the market outlook for 2018, and one senior investment executive commented that this is “the most hated bull market ever.” What he means is despite year-after-year of positive returns, investors are still dissing this market. For years they’ve doubted the (very real) solid market […]

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How Right Is “Your Gut Feeling” About Where The Market Is Headed?

By on March 23, 2016 in Investing

At least once a week, we have a conversation with a client wanting to go with their “gut feelings” about the market. A typical conversation? They’ve read the market is going down (“everyone says so”), so they want to get out and wait for things to improve. Or, they might say they’re convinced the market is ready to take off. […]

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