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During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value …
Continue Reading! The Week Ahead: February 22, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!
Client Only Webinar: Everyone has heard of the 60/40 portfolio but challenges lie ahead with this approach. Join Debbie Taylor and Special Guest Speaker, Brad Eckstein, Regional Manager for Lord, Abbett & Co.LLC Thursday, March 4th at 4:15 PM EST Here’s what Debbie and Brad will address: 1. Stocks and how they may be considered overvalued …
FWIS 2.22 A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes
Dear Friends, As you probably know, President Biden has proposed numerous spending programs that would cost almost $2T. A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes. In addition, so much spending could also increase inflation. To me …
FWIS 2.16 We start 2021 still tackling many of the major challenges from 2020.
Dear Friends, We start 2021 still tackling many of the major challenges from 2020. The COVID-19 pandemic has continued on, affecting livelihoods and economies around the World. While most of the World experienced a recession in 2020, we expect economic growth to re-accelerate in the USA in …
How to Finish Strong this Tax Planning Season
Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because …
The Week Ahead: February 8, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!
Client Only Webinar: Everyone has heard of the 60/40 portfolio but challenges lie ahead with this approach Join Debbie Taylor and Special Guest Speaker, Brad Eckstein, Regional Manager for Lord, Abbett & Co.LLC Thursday, March 4th at 4:15 PM EST
FWIS 1.25 Welcome to a New Day in America
Dear Friends, Welcome to a New Day in America. We all wish President Biden much success as his success will be our success as Americans. U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery and a generous stimulus plan, but it’s a narrow path—buoyant inves …