Market Commentary

3 Creative Required Minimum Distribution Approaches

November 3rd, 2015
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The end of the year is fast-approaching, which means retirees aged 70½+ have an important item on their checklist: fulfill your Required Minimum Distributions (RMDs)!
Not doing so properly could mean paying up to a 50% penalty on your unfulfilled RMD,[…]

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Aware of this Market Sweet Spot?

The S&P 500 is back in positive territory for the year, driven in large part by technology companies posting solid Q3 earnings (so far). Tech stocks have rallied hard since late August, largely leading the way for S&P 500 sectors. Tech as a category is now up over 5% on the year,[…]

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Tech Domination, The Future of Retail, Budget Deal and more…

October 30th, 2015
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Tech Domination in Earnings Round-Up – Including Apple’s report this week, as of this writing, we now have Q3 reports from 32 of the 64 Tech companies in the S&P 500 (which, combined, account for 65.6% of the sector’s total market cap in the index).[…]

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Inheritance Coming – What Can I Do to Prepare?

October 28th, 2015
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New York, NY asks…
I Will Likely Gain an Inheritance Soon – What Can I Do to Prepare?
The very first thing to do is consult with a tax attorney and the estate’s executor so you can talk-over the legal and tax issues associated with settling the estate.[…]

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Hedge Funds Underperforming, Ferrari Goes Public, Alphabet (Google) Powers Ahead and more…

October 23rd, 2015
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Hedge Funds Continue to Underperform – in Q3, hedge funds suffered their largest quarterly loss in assets since 2008 – a reminder that even hedge funds are not immune to downside volatility. According to Hedge Fund Research, the average fund lost 3.9% in the third quarter,[…]

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Recession in 6-12 Months?

A few clients have approached me recently with some ‘worrisome’ U.S. government agency data. From the Energy Information Administration to the Department of Agriculture to the Department of Labor to the Department of Commerce, there appears to be a confluence of weak data that – according to a few sources – signals the U.S.[…]

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How Dividend Stocks Turned a Janitor into a Millionaire

October 20th, 2015
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Ronald Read spent the better part of his life working as a mechanic and a part-time janitor at J.C. Penney—a far cry from the highly skilled jobs that normally produce millionaires over time.
Yet, following his passing last summer, Mr. Read’s estate made its first distributions—$4.8million and $1.2 million to the Brattleboro Memorial Hospital and the Brooks Library,[…]

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New Trade Deal: 3 Things Investors Should Know

As I wrote in my weekly global markets summary last week, the 12-country trade deal, known as the Trans Pacific Partnership (TPP), finally reached agreement last week in Atlanta. The big players include the U.S., Japan, Canada, and Australia, and the biggest impact from the deal stems from the multilateral agreements with developing economies in Asia,[…]

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Does it Make Sense to Work with More Than One Investment Manager?

October 12th, 2015
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Minneapolis, MN asks…
Does it Make Sense to Work with More Than One Investment Manager?
The short answer is ‘yes,’ it can make sense for you to work with more than one manager (in the spirit of not having all of your eggs in one basket).[…]

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U.S. Jobs Report, Massive Trade Deal with Asia, Twitter News, and more…

October 9th, 2015
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Mixed Feelings About the U.S. Jobs Report – late last week, the U.S. monthly jobs report disappointed many investors and analysts with the economy adding just 142,000 jobs in September – or about 60,000 fewer than expected. Regardless, the unemployment rate remains at 5.1%,[…]

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