As we near year-end, peoples' inboxes and mailboxes become full of requests for donations. Here is a good article to help reduce these solicitations.
Our investment committee meets quarterly with our next meeting scheduled for next week, we will have a jam-packed agenda! We know many clients are wondering what is causing the recent bout of anxiety in the stock market. Below are a couple of items getting investors and our attention lately:
If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. It’s also safe to bet that many of these kids run to their parents, wanting to buy some or all of these items.
Bond&Devick Wealth Partners Signatory of PRI – Principles of Responsible Investing
Typically, over the long-term, diversification provides investors with upside potential in addition to giving portfolios protection against sudden, large losses. Over the short-term, some investors become impatient and wonder why they hold certain assets in their portfolio, especially when one asset class is significantly outperforming others. This was certainly the case in the late
"China’s plan to levy a 25 percent tariff on imports of U.S. soybeans may come as something of a surprise to most Americans.
Politics and the Stock Market
This is our analysis of the new tax law. Every situation is unique and we encourage you to review these changes with your accountant to see how they might impact your taxes for 2018 and beyond.
Who are the potential winners?
Congress goes back to work on September 5th and has less than a month to avoid a government shutdown. The debt limit must be increased by September 29th and a spending bill must be approved by September 30th. If agreements cannot be reached we may have another government shutdown. Many people assume since one party is in control of Congress and