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Tag: Capital Gains


Wow, What a Year!

January 18, 2018

2017 is now in the history books, and it will be remembered for many things, including: record low volatility, strong earnings, increased global tension, the meteoric surge in Bitcoin’s price, and a strong stock market. The chart below shows the S&P 500’s 19.42% price move during 2017.

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Why Are You Sitting In Cash?

December 18, 2017

Far too many investors are sitting with far too much cash in their portfolio. What’s worse, they have been sitting in cash for years, waiting for a correction that may not happen for some time. When asked why, they reply, “The market has gone up so much recently that it HAS to correct.”

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What Happens From Here?

February 28, 2017

Some investors may have far too much of their portfolio in cash. In some cases, they are 100% cash, expecting a negative reaction to Trump’s election. When asked, “Why so much cash?” their answer is, “I’m waiting for a pullback in the markets.”

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2016 Market Review & 2017 Outlook

January 16, 2017

Wow what a year! As we have written during the course of the year, 2016 will be remembered as a “year of firsts.” Here are a few highlights of what happened during the course of the year that has never happened before: The first ten trading days marked the worst start to any calendar year in the S&P 500’s history, dropping over 8% to begin the year.

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It’s the Most Wonderful Time of the Year

November 22, 2016

The holiday season is upon us. It has always been a great time to show thanks for what we have, reflect upon the year, and look forward to the year to come. It is also the perfect time for me to directly thank all of our clients who have entrusted so much to us. Some of you are brand new clients while others have been clients for decades.

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2016 – A Year of Firsts

September 29, 2016

As I’ve written many of this year’s educational emails, I have found myself constantly using the word “unprecedented.” My joke when talking with clients is that I’ve had to use the thesaurus with unusual frequency this year trying to find new words to describe the unprecedented markets that we have experienced thus far in 2016.

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