... financial planning world, is a home an investment like stocks and bonds, or something else entirely? Is it just shelter? Is it a safe asset or is it risky? What role does it play in your personal balance ...
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Investment Management
Asset allocation. Risk management. Controlling quality and costs. Rebalancing. These are some of the areas we’ll focus on to help you achieve your goals.
Investment ...
... Investment Group, early-April has often been poor for stocks when the first quarter of the year was positive. There’s speculation that this is due to Tax Day as investors sell from their investment portfolios ...
The first quarter (Q1) of 2024 seemed to go by fast while yielding good performance from the stock market. Positive returns were broader based compared with recent quarters, and that was good to see. The ...
... past bouts of inflation have common traits, each has been unique and isn’t necessarily predictive. Along these lines let’s look at some work from my research partners at Bespoke Investment Group. They ...
... this process with your student. It’s a huge decision that’s very stressful for everyone involved, and not just financially!
Here’s the link to the slides…
https://am.jpmorgan.com/us/en/asset-management/adv/investment-strategies/college-planning-essentials/?nav=none&email_campaign=307390&email_job=466755&email_contact=003j0000018XcwiAAC&utm_source=clients&utm_medium=email&utm_campaign=ima-amer-529-02082024&memid=7220927&email_id=76965&decryptFlag=No&e=ZZ&t=613&f=&utm_content=College-Planning-Essentials ...
... and how each leads to different investment implications.
A link is below if you’d like to read the whole article with charts, hyperlinks, etc.
From the WSJ…
Productivity is booming (buy Big Tech!) ...
... other data from investment providers like mutual fund companies. This data sometimes comes in late or gets revised after the tax year has closed. It’s for this reason that Schwab does two runs of these ...
... My recast example used a 3.5% loan and a lot of homeowners are in that range now. You can buy 1yr bank CDs (at least right now) at about 4.9% and bond investments are there too with some potential upside ...
... to have at least a general understanding of popular investment products, so let’s talk about it.
Now I don’t want to sound overly negative or kid around too much but hearing the term “physical bitcoin” ...
... investment products or services as the solution. There are permabulls too, but they don’t seem to get as much airtime as their bearish counterparts. Fear sells, as they say.
I think the goal when looking ...
... Advantage Money Market are still at that level but are tied to the short-term rate environment and often hold investments with maturities of 30 days or less. This means there’s a lag in how these funds ...
... change from a 52-week low to a 52-week high in just 48 days, the shortest timeframe ever according to my research partners at Bespoke Investment group.
One takeaway from Q4 and last year as a whole is ...
... Services sectors have done very well this year so profits could be taken from there too. Your profits could be added to your bond funds or, assuming you were just rebalancing stock investments, to your ...
... of thought on this, but I think harvesting losses is worthwhile for two reasons: one, if done correctly harvesting losses lowers your household’s tax bill which indirectly increases your investment performance; ...
... up a bit too. The positive performance hasn’t been evenly distributed and this can lead to some head scratching when looking at your investment performance.
For example, here’s a chart showing the year-to-date ...
... empathy, and judgement are important parts of the work I do and shouldn’t be delegated to some outside investment shop and certainly not to AI networks.
That said, I don’t fear technology and am not ...
... my research partners at Bespoke Investment Group came out with a chart yesterday illustrating something you’ve likely heard before, that it’s time in the markets and not timing the markets that builds ...
... affordability is seen as a huge problem.
My research partners at Bespoke Investment group updated their numbers for housing affordability and it confirms the anecdotes – buying a home is expensive! The ...
... war, which is admittedly hard to do, we shouldn’t worry too much about how these events may impact investment values here at home.
That doesn’t sound right, does it? But it’s true. Investors as a group ...