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Why Investors Are Focused On U.S. Equities In 2018

For many decades, a multi-asset class approach delivered superior returns with less risk.  By approximately, equally weighting the major asset classes, an investor could earn 8-9% returns with far less volatility than a portfolio comprised solely of equities.  However, in reviewing the last ten years, a simple equal weighting has failed to generate meaningful returns.  … Continue reading Why Investors Are Focused On U.S. Equities In 2018

Navigating Turbulent Waters

The alternatives asset class is one that typically doesn’t garner much attention and can be easy to overlook. The individual holdings themselves typically aren’t flashy, and, on balance, alternatives make up a smaller portion of your portfolio than U.S. stocks, international stocks or bonds. Despite this, its significance to your overall portfolio shouldn’t be ignored … Continue reading Navigating Turbulent Waters

Backdoor Roth IRAs

For middle to high income earners, there are IRS limitations on the tax benefits allowed for both Roth IRA and traditional IRA ownership. For an individual with a modified adjusted gross income (MAGI) exceeding $135,000 (single filers) and $199,000 (married joint filers), the ability to contribute to a Roth IRA is completely phased out. 1 To … Continue reading Backdoor Roth IRAs

Are We In A Trade War?

Towards the end of the first quarter, the U.S. slapped tariffs on imported steel, aluminum, solar panels and washing machines. At first it was on all countries. Then several countries were exempted. China was not exempt and responded by putting tariffs on wine and pork. Then, the U.S. announced further tariffs on a variety of … Continue reading Are We In A Trade War?

Tax Reform And Us

As if December wasn’t already one of the busiest times of the year.  In between planning menus, shopping for presents, getting groceries, lighting candles, coordinating travel arrangements, and taking care of the regular year-end checklist of charitable gifting and tax-loss harvesting, we had to add to our list a call to our accountant for help … Continue reading Tax Reform And Us

Beyond Bitcoin – A Look at the Cryptoasset Craze

The roller coaster for cryptoassets (digital assets that use cryptography for security) hit a euphoric point in late 2017. Since we published “Time to Bet on Bitcoin?” in October, bitcoin, the largest cryptoasset, has appreciated from around $4,000 to almost $15,000. Despite this move, bitcoin’s prominence among cryptoassets has shrunk: bitcoin was 80% of total … Continue reading Beyond Bitcoin – A Look at the Cryptoasset Craze