Could the “Amazon Effect” Change the Investment Landscape?

June 20th, 2018
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You may have heard the phrase “Retail Apocalypse” recently, in reference to the wave of store closures and bankruptcies hitting the U.S. retail sector. The names on this hitlist are familiar ones: Macy’s shuttering 100 stores and laying off 5,000 workers1; Abercrombie and Fitch shuttering 40 stores in 2017; American Apparel filing for bankruptcy and […]

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Will Turmoil in Europe Hurt the Market?

June 11th, 2018
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One could argue that the phrase “political turmoil in Europe” has been applicable in nearly every year of the last decade. For many countries in the region, it has been a constant struggle for unity and political stability in the aftermath of the 2008 Financial Crisis, culminating in Brexit and the populist wave currently engulfing […]

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What Does the Future hold for Earnings?

June 9th, 2018
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What “counter measures” have been taken in response to steel and aluminum tariffs and what does the future hold for earnings. Read on to get the full story… Showdown at the G-7 – Traditionally, the G7 (Group of Seven) Council on Foreign Relations is an amicable meeting between the U.S., Germany, Italy, Japan, the United […]

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Sell in June or Your Bond Portfolio May Be in Ruin

June 3rd, 2018
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You are most likely familiar with the old adage “sell in May and go away” warning investors to sell their stock holdings in May in order to avoid a seasonal decline in equity markets. I do not necessarily advise investors to follow this approach. But as June is underway, I believe this time of year […]

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401k Mistakes You Need to Avoid!

May 30th, 2018
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Pauline R. from Destin, FL asks: Hi Mitch, I just started a new job that offers several new 401(k) investment options, some of which are “target date funds” that match my retirement year. Before this, I worked at DuPont (Dow Chemical) for 25 years and grew my 401(k) with company stock and a mutual fund […]

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What’s Next for Emerging Markets: Crisis or Opportunity?

May 28th, 2018
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Unless you have 100% of your portfolio invested in oil (which I would not recommend), it’s been a pretty shaky start to the year for many asset classes and investment portfolios. Stocks, as measured by the S&P 500, underwent what now looks like a double-dip correction to start the year, and through mid-May are barely […]

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Tax Cuts, Trade War and Eased Bank Regulation – What’s Next?

May 27th, 2018
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This week Congress decided to roll back several bank regulations (Dodd-Frank law) while Trump announced that more tax cuts could be on the horizon. Get the details by reading on… Congress Eases Dodd-Frank Bank Regulation – in a rare bipartisan effort, Congress agreed this week to roll back several bank regulations (Dodd-Frank law) put into […]

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Bullish Until Proven Otherwise

May 21st, 2018
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Being a successful long-term investor requires research, patience, discipline, smart decision-making, and maybe a little bit of luck along the way. Honing those traits and applying them to portfolio management is a solid formula for generating competitive results over time, in my view. But there’s another key trait that investors need in steady supply in […]

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What Could the Rising Bond Yield Signal for Investors?

May 19th, 2018
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This week the 10-year Treasury finally crossed the 3% threshold. But, what could a rising 10-year yield signal for investors? And how could the tariffs on Japan and China affect the market. Read on to get the details… Bond Yields Cross Key Threshold – much has been made in the bond world about the 10-year […]

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How to Avoid Bad Investment Forecasts

May 13th, 2018
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At any given time, there are always several impactful events happening at once in the global economy and the capital markets. Earnings reports, inflation readings, central bank decisions, trade deals, geopolitical chess moves with weighty implications. Taken together, all of these factors hold some sway over the direction of stocks and bonds, so it makes […]

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