Money Matter$

We have an order of priority for most folks for how to save and invest. The following items have eligibility requirements, so are not “one-size fits all”:

Beginning in 2018—and until 2026—the federal tax code has been changed fairly dramatically. How does this affect you, and what should you be doing to take full advantage of these changes?

In November, TD Ameritrade announced that they will now offer nearly 300 Exchange-Traded Funds (ETFs) on their commission-free list, up from the approximately 100 introduced more than five years ago. This was thought to be welcome news. However,

With the Dow and S&P 500 hitting all-time highs, is a bear market on the horizon? It’s an interesting question, and one that I’ve heard asked for the last four years, ever since the S&P 500 surpassed the 2007 pre-Great Recession levels. The Dow currently sits atop 22,000, hitting new highs nearly every day. Hence the million dollar question: When will it drop?

We have a lot of clients that own real estate investments as another way to provide investment income and grow their net worth. I can appreciate the tax advantages and diversification of owning investment property; in fact, my wife and I have acquired a few income properties over the past ten years.

We had a client commit $10,000 to try out our Long/Short CEF-Arb strategy on March 28, 2016. One year later, on March 31st, their account was valued at $11,315—up over 13%, after fees. The biggest swoon the account experienced was a drop of 2.9% in October. That compares to the S&P 500, which saw a 17% return in the same 12-month timeframe, but experienced a drop of 6% in June. This is what the investment world would call a good upside/downside ratio. We captured 76% of the market’s move up, but only 48% of the move down. A golden goose? Almost!