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Monthly Archives: December 2009
Death and Taxes
This morning I met with one of the estate planning attorney’s my firm frequently works with and he brought up some of the moral dilemmas that could potentially face planners and families in the coming year. Without further legislation, there will be no estate tax in 2010. The estate tax can erase nearly half of [...]
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FINRA: Beware of Green Investments
With all the attention green investing has received in the media lately, I thought I would pass along portions of the following article written by Matt Ackermann of Financial Planning Magazine: The Financial Industry Regulatory Authority issued an investor alert warning investors to be wary of green energy investments, but analysts warn that people shouldn’t [...]
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Chart Of The Day: Election Year Dow Average
The following chart illustrates how the stock market has performed during mid-term election years. Since 1950, the first nine months of the average mid-term election year has tended to be flat and choppy. That choppiness was then followed by a year-end rally. One theory to support this behavior is that the party in power will [...]
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One Step Closer to the Finish Line
As yesterday’s blog post indicated, third-quarter GDP growth was expected to come in at nearly 3%. Today, the Commerce Department said the final reading came in at only 2.2%, well below expectations. Clearly, this was negative news. However, the market it up another 0.5% halfway through the trading day. Why? Click here to find out.
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Worse than the Great Depression?
It is possible the U.S. stock market is less than two weeks away from closing out its worst decade ever. Since reliable stock market records began in the 1820s, the market has only endured one decade where it lost money — the 1930s during the Great Depression. From the beginning of 1930 to the end [...]
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Inflation in Check, Rates Remain Low
The Consumer Price Index (CPI) rose 0.4 percent in November, as expected, amid a jump in energy costs. Core prices, which exclude the volatile food and energy components, were flat. The inflation readings were being closely watched ahead of today’s Fed’s decision on interest rates. The tame measurements of inflation enabled the Fed to hold [...]
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Another Reason to Dislike Wal-Mart
According to the Wall Street Journal, one-quarter of top executives at major U.S. companies actually had gains in their supplemental executive retirement-savings plans in 2008. By comparison, the 50 million rank-and-file employees at America’s corporations lost a total of at least $1 trillion in the 401(k) plans. For more information, visit http://www.utahfinancialadvisor.blogspot.com.
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Investors Betting on Inflation
Even as signs of deflation linger, some investors are moving to protect themselves against any surge in inflation. To defend -and profit- from a big rise in inflation, investors have piled into gold or inflation-protected bonds. In November, investors put $2 billion into inflation-protected mutual funds and exchange-traded funds, according to Morningstar. Another $3.9 billion [...]
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Don’t Neglect International Bonds
Oddly, most U.S. investors have a significant portion of their investment portfolio in foreign stocks, but few have allocated a portion of their resources to international bonds. Traditionally, domestic investors have a home-country bias, and prefer U.S. Treasury bonds, municipal bonds, and U.S. company debt. However, the weakening dollar and low yields on U.S. Treasury [...]
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The Real Jobless Rate