Trusted Financial: Quarter end report: 6-30-19
Hooray for the Wall !! No, we’re not talking about the controversial wall along the southern US border proposed by the Trump administration. We’re talking about the legendary “Wall of Worry“ that is said to give the most traction to a bull market. With nearly all economists in a recent Wall Street Journal survey (some 50 people) predicting a slowing [...]
First Quarter Report – 2019
As of 3/31/2019 Mirror Image We’ve just completed a very good three-month period for investors in liquid assets, one of the best quarters for equities in a decade and a healthy rebound for the bond market as well. This quarter was a mirror image of the prior quarter, which saw the markets briefly drop 20% before a recovery began. The [...]
Year End Report to Clients – Dec. 31, 2018
Year End Report to Clients for the period ended December 31, 2018 Most investors are glad the year 2018 is past. It was one of the most volatile in a decade, and some believe we have seen the end to a historic ten-year bull market that rose Phoenix-like from the panicked days of the Great Recession of 2007 - 2009. [...]
Quarter End Report for the Period Ending 9-30-18
Improbably, U.S. stocks rose this past quarter, finally surmounting January’s record high, achieving yet another record. I say “improbably” because the summer is often a seasonally weak time for stocks, and the tone of acrimony and discord in the political arena had the potential to sap investor confidence. The picture for bonds was less exciting, however. With short and intermediate [...]
Top investment managers agree with me…it’s a great time to build wealth!
Two of the best proven investment managers of the past 70 years appear to agree with my view that there are few apparent red flags to concern investors today. While client portfolios are always diversified and always weighted a bit cautious, I believe we are living through an epic era for liquid investments like stocks, bonds, REIT’s and Maser Limited Partnerships. THIS is a good time to build wealth for the future. Here’s what two giants have to say: READ MORE
Inflation adjusted Health Savings Accounts amounts for 2019
The IRS has released the annual inflation-adjusted contribution, deductible, and out-of-pocket expense limits for 2019 for health savings accounts (HSAs). Eligible individuals may, subject to statutory limits, make deductible contributions to an HSA. Employers, as well as other persons (e.g., family members), also may contribute on behalf of an eligible individual. A person is an "eligible individual" if he is [...]