The U.S. stock market ended the week higher after being propelled by the news that a trade deal between the U.S. and China is in the works. Interest rates were little changed on the week with the 10-year treasury yield dropping from 1.84% to 1.82%. The spread between the 10-year Continue Reading
The Market Commentator
Tax Loss Harvesting – Making the Best Out of a Bad Situation.
Highlights Every investor will incur losses now and then. Tax loss harvesting is a strategy for maximizing the tax benefits associated with capital losses. Capital losses must be recognized before December 31st in order to lower this year’s tax bill. Things turn out the best for those who make the Continue Reading
The Market Week in Review
The U.S. stock market ended the week lower after Trump suggested delaying the trade deal with China, however many of the stock market losses were mitigated by better than expected jobs growth. Interest rates ended the week higher as jobs data outweighed the U.S. – China trade deal delay as Continue Reading
Monthly Market Review – November 2019
Highlights The overall U.S. economy continues to grow but has shown some signs of weakness, particularly in the manufacturing sector. The U.S. stock market is at new all-time highs as optimism is regained from trade talks between the U.S. and China in what could be a potential truce. Interest rates Continue Reading
The Market Week in Review
The U.S. stock market ended the week higher on the shortened holiday week amid signs of progress between the U.S. and China on a trade truce. Interest rates were little changed on the week with the 10-year treasury yield holding steady at 1.77%. The price of gold also saw little Continue Reading
The Stock Market Is At All-Time Highs – Now What?
Highlights • All of the three major domestic market indexes ended at record closing highs this past Monday. • There is a natural tendency to become nervous about owning stocks at market highs. • History suggests that a market high is not a good reason to sell stocks. “I can Continue Reading
The Market Week in Review
The U.S. stock market ended the week lower amid news that China would retaliate with “strong countermeasures” if Congress proceeds with the passage of a bill supporting Hong Kong protestors. The same news also sent interest rates lower as the 10-year treasury yield dropped from 1.83% last week to 1.77% Continue Reading
The Market Week in Review
The U.S. stock market ended the week at all-time highs after receiving a late-week boost on news of U.S. and China trade optimism and better than expected retail sales. Despite the new trade optimism, interest rates ended the week lower as the 10-year treasury yield dropped from 1.94% to 1.83%. Continue Reading
“Free” Stock Trades Can Be Costly
Highlights Several major brokerage firms have stopped collecting commissions on stock trades. Commissions are just one small part of trading costs. Frequent trading can result in higher taxes and lower returns. If it seems too good to be true, it probably is too good to be true. I admit it. Continue Reading
The Market Week in Review
The U.S. stock market ended the week largely higher after China said they have agreed with the U.S. to cancel opposing tariffs in phases. Consequently, interest rates also moved higher as the 10-year treasury yield rose from 1.73% to 1.94%. The spread between the 10-year treasury yield and the 2-year Continue Reading