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Tax Tips for Year-End, Rebalancing, Black Friday
Eric Linser, CFA | Nov. 25, 2009
"When Black Friday comes I'll collect everything I'm owed and before my friends find out, I'll be on the road." - Black Friday by Steely Dan
Funny how the day after Thanksgiving is called Black Friday, yet Steely Dan was singing about the '87 crash. Well for retailers, it's make or break time. It's an important time for more ...
Dollar Down, Everything Else Up Environment
Eric Linser, CFA | Nov. 23, 2009
First, let's define the term "carry trade." Carry Trade is the practice of borrowing in the currency of a country where interest rates are low and lending the proceeds in the currency of a country where interest rates are higher, in hopes of profiting from the difference. Success depends on exchange rates remaining more ...
Higher Asset Allocation Weighting in Portfolios
Phil Diamond, CFA | Nov. 23, 2009
In a similar vein to Silicon Valley companies outsourcing information technology (IT) operations to India, so too should investors consider making such a move by shifting their asset allocation to a higher international weighting in both stocks and bonds, a move we have continually called for in client portfolios. A reminder of why we are doing this more ...
Don't get caught up in end-of-year festivities without first taking advantage of these tax tips.
Before the holidays heat up, it's a good time for you to make some moves that will save you money on taxes next April. Take a small amount of your time to go over the following:
Plan Retirement Contributions. Though you have until April 15 or your extension deadline next year to make IRA contributions for 2009, right now is a good time to find out if
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Issues and Opportunities to Address by December 31st
One good thing about the calendar is that it forces both closures and new beginnings. Or, for those matters not dependent on the calendar, it provides an opportunity to discuss and review with you important financial planning issues, at least once a year
We always look to discuss, first and foremost, what is on your mind -- what are your most pressing issues? Look over the checklist of items more ...
Investors Pay the Government to Hold Their Debt?
Green Valley Wealth Advisors | Nov. 23, 2009
For the first time in seven decades,Treasury bills are paying no interest while stocks continue to appreciate -- a divergence in US financial markets that might be perilous if Fed Chairman Ben more ...
With Recovery in Sight, Time to Rebalance
As an advisor, rebalancing is the financial equivalent of eating your vegetables. At its most basic, rebalancing forces people to set an investment strategy and realign their portfolios to match it. For older investors, that might mean shifting to bonds and cash. For younger investors with more time to recover from stock drops, it might mean moving from large-cap to small-cap stocks, or domestic stocks to international stocks.
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There is no denying that infrastructure is a big deal these days: Developed countries desperately need to restore aging systems, and emerging markets need to actually build theirs. As with alternative energy, government stimulus funds can only add to the attraction of this sector. Infrastructure investing can offer an appealing opportunity to pursue long-term, stable, inflation-protected cash flows along with potential diversification of a traditional portfolio.
An more ...
Eric Linser, CFA | Nov. 2, 2009
Overall Market Sentiment
The month of October, and in particular the last week of the month, was the pause in the seven month rally in the S&P 500 that most investors have been expecting for some time. The increased level of investor skepticism after the best run in stocks since the 1930's is understandable given that a widely-expected improvement in 3rd quarter earnings did not propel stocks forward more ...
More than one way to grow earnings
Phil Diamond, CFA | Nov. 2, 2009
"It's operating leverage, stupid!" There are more ways to grow earnings than growing revenues.
We are getting quite tired of hearing again and again that it isn't sound growth if it isn't based on revenue growth. Well, we all like to see revenues growing, but sometimes that isn't an option and growing the bottom line can happen even when the top line isn't growing as fast more ...
Understanding the dollar's place in the World
Phil Diamond, CFA | Oct. 19, 2009
The dollar, or any currency, has several major functions in an economy. The one we are most familiar with is that of a "medium of exchange." That means we go to the bar with a ten in our pocket and exchange that for a beer and a sandwich. We have exchanged money for goods. The second is what we call a "store of value." You can take that ten and put it in your pocket more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.
