Summary U.S. stock investors are at it again. Outside of a tax loss harvesting blip at the end of last year, the S&P 500 has been moving steadily higher over the past several months since bottoming last October. Over this time period, the benchmark index posted a more than +20% trough to peak bounce. A primary driver of this recent …
Economic & Market Report: Time to Study Abroad
Summary Non-U.S. stocks have been on fire as of late. After years of chronic underperformance relative to the United States, both developed international and emerging market stocks have been strongly outperforming over the last few months. This recent development raises a worthwhile question – have we finally arrived at the point where non-U.S. markets are ready to take the sustained …
Economic & Market Report: Investing’s Rich Pageant
Summary Maria: “You should get out of these clothes immediately. You’ll catch your death of pneumonia, you will.”Clouseau: “Yes, I probably will. But it’s all part of life’s rich pageant, you know?” A Shot In The Dark, 1964 After more than a year of a back and forth downward slide, stocks continue to struggle. Frustrating indeed, but such challenges are all part …
Economic & Market Report: The Other Side Of The Mountain
Summary We have begun the descent down the other side of the mountain. The long dormant inflationary pressures that erupted nearly two years ago are increasingly subsiding. Assuming this trend continues, this has important implications for the capital markets outlook as we move through the coming year. The impact on some asset classes may take time to materialize, while other …
Economic & Market Report: Turning the Bend
This week, we had our first full week of market action in 2023. And so far, we’ve been seeing a friendly market with mostly up days here as we begin the year. Could it be a sign of things to come? Maybe but I wouldn’t set my sights on that too soon because there is still a lot of “froth” …
Economic & Market Report: We Are Where We Are BUT….
As we begin the new year, it’s only fitting to take a step back and reflect on what was and what is to be. Well, we all know how 2022 played out and it was quite frankly an unprecedented year in both the equity and bond markets as both trended down pretty hard all year. Equity losses were the highest …
Economic & Market Report: Out with the Old, In with the New
Happy New Year! This week, we’ve had a bit of an up and down week in the markets as it has been trying to eke out a Santa Claus rally. One developing story that may shake things up is the news out of China about another Covid outbreak. This is certainly not what anyone wants to hear but it is …
What Are Your Planned Giving Options? | US Wealth Management – Howe
What Are Your Planned Giving Options? Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so. While consulting with your tax or financial advisor is recommended before making any planned giving decisions, it can …
Why Financial Literacy is Important | US Wealth Management – Howe
Why Financial Literacy is Important Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget. Today, only one third of Americans have a …
5 Year-End Tax Planning Opportunities for the Savvy Investor | US Wealth Management – Howe
5 Year-End Tax Planning Opportunities for the Savvy Investor Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability. Are you taking advantage of the following tax-saving strategies with …