It's time for mutual fund capital gain distributions! We're committed to creating tax-efficient portfolios for our clients to minimize unwelcome distributions. Discover what distributions to expect from these several mutual fund companies:
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Investors have warmed to the slowdown in the rate of inflation and stocks continue to rally. We look at the head fakes over the last year, questioning if the Fed is done hiking interest rates.
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Continuing jobless claims are released weekly by the Department of Labor. Based on 50 years of data, an increase of this magnitude has always led to a recession - let’s review the cycle of events.
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Here is a simple reminder to continue focusing on long-term financial goals rather than getting sidetracked by short-term market fluctuations.
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Your risk tolerance and investment goals may lead to a different definition of "underperformance" compared to someone with different objectives. It's essential to have a clear understanding of your financial goals and risk tolerance before assessing your portfolio's performance.
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With the jobless rate in a gradual upward trend, are we headed into a much-elusive recession? Or is the much sought-after soft landing, the most likely scenario?
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The U.S. economy grew at an annual pace of 4.9% in the third quarter, the strongest performance since the final months of 2021 — and more than twice the growth rate of the previous quarter. Is this a sustainable framework for long-term?
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As we pointed out last week, consumer confidence is shaky; yet, people continue to spend and companies are continuing to hire. Will the economy carry on to expand with an encore in Q4?
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Economic activity has been surprisingly robust over the last couple of months, yet there’s a notable disconnect between the economic data and consumer confidence. Let’s review:
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Cybersecurity is of paramount importance in today's interconnected digital world for a variety of reasons. Let's talk about the top 10 cybersecurity threats you should be aware of and how to keep your online world safe and sound.
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When political or geopolitical events surface we begin to question how it’ll influence markets and how it may affect investors. It’s hard to be clinical and objective following the events unfolding in the Middle East; however, let’s revisit past geopolitical events and the market performance.
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The direction of rates will largely depend on the economy's performance; however, let’s review some of the other contributing culprits.
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What’s a rational investor to do? Will you join the crowds and follow the mania of the market or weed out the rash, overthinking, delusional behaviors of others?
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Government shutdowns make for good political drama and increase investors anxiety. How does this disrupt the performance of the stock market?
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With the most aggressive series of rate hikes in over 40 years, why aren’t we already in a recession, as many forecasters had projected early in the year?
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Progress of inflation has been uneven, adding ammunition to the idea that interest rates could stay higher for longer. The Fed will hold its key rate at 5.25-5.50%; however a November increase can’t be ruled out.
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Downsizing your home can have various benefits and is a decision that should be carefully considered based on your specific circumstances and goals. Here are some reasons why downsizing can be important or advantageous:
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Real estate markets are influenced by a complex interplay of local, national, and global economic factors, which contribute to the rebounding of home prices. Should we anticipate a sharp drop in housing prices to materialize?
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Many people reflect on their financial experiences and wish they had known certain lessons earlier in life to make better financial decisions. Here are some lessons you can incorporate into your financial life, regardless of your age or current financial situation.
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Job Gains and Rising Unemployment Rates: Is this a positive or negative indicator of the overall economic stability and the well-being of individuals and their families?
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