INVESTMENT MANAGEMENT ARTICLES
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Performance Gap Widens Between U.S. and Emerging-Market StocksSeptember 2018 Monthly Market Commentary US stock performance was strong in August and several major US indexes reached all-time highs despite continued concerns around global trade and pressures in emerging markets (more on this later). Larger-cap US stocks gained 3.2 percent in the month (Vanguard 500 Index) while small caps jumped 4.3 percent (iShares Russell… |
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How to Choose an Investment Advisor? Three Mistakes to AvoidOver the last few years, many investors have re-examined not only their investment assumptions, but also their relationships with their advisors. Volatility in the market often leaves many investors uncomfortable with the idea of simply staying the course with their current plan (if they have a plan). In our experience, investors tend to make three… |
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Investors Focus on Strong Q2 Corporate Earnings | August 2018 Market UpdateGlobal stocks had a strong start to the second half of the year as the markets temporarily shrugged off trade war rhetoric and political tensions. Instead, investors focused on strong second quarter corporate earnings. With roughly three-fourths of S&P 500 companies having reported, estimates for GAAP earnings-per-share growth remain in the double digits year over… |
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Backdoor Roth IRA Strategy: An Effective Step Toward Tax DiversificationTax diversification is a planning concept that we stress in our books, and in our work for clients. Essentially, tax diversification means building assets in a variety of “buckets”, each of which will be taxed differently when liquidating for retirement. One such “bucket”, which is often under-utilized, is the “tax-free” bucket – assets that will… |
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Surging Dollar Drives Gains for U.S. Stocks | OJM Q2 Investment CommentaryMarket Recap As we pause to reflect at the midpoint of the year, it seems so far 2018 has served as yet another reminder to investors that over the short term, markets are driven by innumerable and often random factors that are impossible to consistently predict. In the first quarter, US stocks experienced their first… |
