Stock market timing, or the practice of trying to predict when to buy and sell stocks in order to maximize profits, can be a tempting strategy for investors. After all, who wouldn’t want to sell at the top and buy at the bottom? However, the reality is that stock market timing […]
Year-end planning for 2022 has to account for three tax acts—the Tax Cuts and Jobs Act of 2017, the SECURE Act and the CARES Act. These three pieces of legislation offer clients five standout opportunities to lower their income for tax purposes. The first opportunity deals with required minimum distributions, which […]
Bear Markets Explained in 7 charts, 3 quotes and an article: Everything You Need to Know. Equity markets in general are down around 25% so far this year – led downwards by sectors such as technology (40%), healthcare (32%) and consumer discretionary (30%). Some of the most popular and storied companies […]
The Return of Volatility RVW equity portfolios generally reverted to values as of January 2021. The S&P 500 tumbled 20.6% amid expectations of high inflation, a hawkish Federal Reserve and a recession. Other corners of the stock market fared even more poorly. The small-cap benchmark Russell 2000 index is down 24% […]
Before tensions escalated between Ukraine and Russia in February, a bullish stock market story had been unfolding and Wall Street analysts were revising up their forecasts for corporate earnings. Since then, geopolitical risks spiked, becoming the top concern among investors. The stock market responded by sending the S&P 500 to a […]